It's a CRM built for the scale of a freelancer or small agency. You get pipeline management, contact records, proposal tracking, and the connection to your projects — without the complexity of enterprise CRM software.

Can I track multiple leads per client?

Yes. Each client can have multiple pipeline entries for separate projects or opportunities.

Ozer Pipeline

Win once, deliver once

Ozer pipeline tracks leads and proposals. When you win, the deal becomes a project with context intact and no re-entry. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK.

Ozer pipeline answers “where is this lead?” Track opportunities and proposals. When you win, the deal becomes a project with context intact — no re-entry into a delivery tool.

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Pipeline

Lead

Proposal

Won

What you get

Pipeline at a glance

See what is active, stalled, or needs a nudge.

Proposal tracking

Know when a prospect has viewed the proposal.

Win becomes a project

Client, brief, and context carry over in one step.

History from first contact

The relationship record starts when the lead enters.

Where relationships begin

Lead becomes client, client becomes project, project becomes invoice — connected.

Frequently asked questions

Run this in your Workspace OS

Start free. Personal and family stay free. Pay when you add a paid workspace — one price covers the team.

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