From first inquiry to final payment — smart intake, quotes, digital contracts, appointment booking, pay-to-unlock deliverables, and automated billing for modern independent businesses.
Stop stitching together Google Forms, DocuSign, Calendly, Dropbox, and invoice apps. Payeny orchestrates the whole journey.
Qualify leads & collect briefs with custom question links.
Draft proposals with packages, discounts & line items.
Collect legally binding e-signatures with audit logs.
Auto-generate deposit bills upon agreement signing.
Schedule kickoff sessions and track hours in one place.
Deliver assets locked until invoice payment clears.
Collect online payments via Stripe & Bank Transfer.
Lifetime CRM relationship with branded client space.
Share standalone branded intake links. Collect budgets, timelines, file attachments, and custom form answers that pipe directly into your CRM.
Deliver work with complete peace of mind. Clients see secure previews of files, logos, or code that release automatically the moment payment is confirmed.
Convert accepted proposals to legally binding agreements with dynamic merge tags, AI drafting, signature pads, and IP audit trails.
Give every customer a white-glove client portal showing live milestone progress, action items awaiting review, and complete invoice history.
Forward client emails to draft quotes or invoices instantly. Let Payeny Flows trigger downstream actions when agreements are signed.
Generate quote scopes from intake submissions, draft agreement clauses, and query your business health in plain conversational English.
Use Payeny as your client-to-cash infrastructure. Create customers, trigger invoices, lock and unlock deliverables, and receive signed webhook events via our REST API.