New: SOPs — step-by-step procedures your team can follow, with the details under each step. Try it free →
Business.
Simplified.
Breezee Business brings your pipeline, quotes, projects, hours and invoices together in one place—so you always know who to call back, what you’ve quoted, and what’s still owed.
Free for 14 days. No card required.
After the 14 days, stay on the free version — tasks, calendar, notes, documents and contacts — for as long as you like. Nothing is deleted.
What’s inside
From first call to getting paid.
A pipeline you can read at a glance
Every prospect with what the deal is worth and the next thing to do, from first contact to won or lost. Anyone you haven’t spoken to in a while is flagged before they go cold.
Quotes the client can open
Line items, quantities and prices, a note and an expiry date. Send the client a link they can open without an account, and mark each quote sent, accepted or declined.
Projects with the work inside
Each client job with its tasks, notes and the people on it, so what’s due this week is on your Today page rather than in your head.
Billable hours, by client
Start a timer or log time after the fact, marked billable or not, against the client and project it belongs to — so the hours are there when it’s time to bill.
Invoices and what’s still owed
Connect QuickBooks and see every invoice with what’s outstanding and what’s overdue. File receipts against the project that spent the money.
The company’s own paperwork
EIN, entity type, registered agent, formation date and the documents that go with them — the things you need twice a year and can never find.
Your team, with the right access
Invite people as managers or staff. Managers help run things; staff see what they need for their work, not your pricing.
SOPs everyone follows
Write how each job is done as numbered steps. The whole team can read them; only you and your managers can change them.
A booking page for new work
Customers book your open times themselves, with no account, and two bookings can never land on the same slot.
14 days free
Breezee Business
- Lead pipeline with deal values
- Quotes with a client link
- Projects, tasks and billable time
- QuickBooks invoices and receipts
- Your company’s records and documents
- Team roles and SOPs
- A booking page for customers
- Ask Breezee, your assistant
- Cancel anytime