Every client, every project, one source of truth.
Agencies juggle many clients at once, each with its own pitch, projects, people, and billing. Lavori keeps all of it connected: the lead becomes the project, the project holds the team and the schedule, and the budget becomes the quote and then the invoice.
Run new business in a pipeline
Track enquiries and pitches in pipelines your team defines, with an estimated value on every lead, each touchpoint logged, and follow-ups lined up. When a pitch is won, turn the lead into a project in one step.
One directory for clients and partners
Clients, vendors, and freelancers live in one contacts directory, tagged by category and linked to the projects they work on — each project names its primary and billing contacts — so account history is a click away, not a search through email.
Staff each account
Schedule staff and freelancers on each project's calendar, fill shifts by assignment or let people claim open ones, and catch double-bookings and weekly-hour limits before they become a problem.
Protect the margin
Build budgets from manual lines, your service library, or the people already scheduled, then push the lines you choose into a quote. Clients sign from a portal link with no login, accepted quotes convert into invoices, and a connected Stripe account takes payment from the same link.
Ask the workspace
The built-in AI assistant reads across leads, projects, schedules, and financials. Ask where an account stands, or have it draft a project, a budget, or a quote. It proposes; you approve.
Plans
Projects, contacts, scheduling, quotes, and invoices are the core of every plan. Lead pipelines, budgets, the contractor portal, and online client payments are plan-gated. The pricing page shows exactly which plan includes what. Contractors never take a paid seat.
Questions
- Do clients or freelancers need paid seats?
- No. Clients use portal links that need no login, and contractors and viewers are always free. You pay for staff seats only, starting at one.
- Can we keep each client's work separate?
- Yes. Each project has its own members and client contacts, and an organization can split its work into separate teams.
- What does it cost?
- Pricing is per staff seat, starting at one. Every plan starts with a free trial that needs no credit card.
In the documentation
Leads
Track new business through pipelines your team defines, log every touchpoint, line up follow-ups, and turn a won lead into a real project in one step.
Contacts
Keep every client, vendor, and crew member in one place. The Contacts module stores people and companies, links them together, tags them by category, and connects them to the projects they work on.
Projects & tasks
Projects are the home for everything a job needs: tasks, sections, statuses, files, notes, and the people doing the work. View the same tasks as a table, a board, or a Gantt timeline.
Crew scheduling
Plan, publish, and staff shifts for your events. Build a shift calendar, reuse shift templates, deploy shifts in bulk, and let crew claim open work through a claim, approve, and deny workflow with built-in conflict and hours checks.
Billing
Lavori's billing pipeline turns planned work into client proposals, sends branded PDFs, and tracks payments through to paid. Budgets handle internal cost planning, and the service library keeps your pricing reusable.
AI assistant
A built-in assistant that answers questions about your organization's data and takes action across projects, tasks, events, shifts, contacts, and billing — all scoped to what you can already see.
Try it on a real job
Start a free trial without a credit card, or book a demo and walk through it with one of the founders.