From proposal to final invoice, everything stays connected.
Kerrzo connects briefs, estimates, agreements, projects and invoicing into one continuous commercial workflow—ensuring every commitment made to your client is delivered, tracked and billed with confidence.
New briefs this week
6
+2In triage
4
Converted to projects (30d)
82%
Avg response time
1.8 days
-0.4dHomepage Redesign
Northgate Retail · Client Portal
Loyalty App Refresh
Harbor & Vine · Website Form
Support Desk Migration
Delta Cloud · Referral
Requests from your website, client portal or support desk turn into structured work the moment they arrive — connected to the estimate, project and client that follow, instead of disappearing into an inbox.
New briefs this week
6
+2In triage
4
Converted to projects (30d)
82%
Avg response time
1.8 days
-0.4dHomepage Redesign
Northgate Retail · Client Portal
Loyalty App Refresh
Harbor & Vine · Website Form
Support Desk Migration
Delta Cloud · Referral
Kerrzo's AI agent watches every active project for budget risk, delivery issues and unapproved scope changes — forecasting overruns and surfacing project health before they turn into a difficult conversation.
It doesn't make the commercial call. It makes sure you see the risk in time to make it well.
Every active, at-risk and retainer project is visible early — budget used, hours logged, and what's next — so problems surface while you can still fix them, not at the client review.
Active: 18 · At risk: 3 · Retainers: 7 · Completed (90d): 9
Northgate — POS Rollout
Northgate Retail
Harbor & Vine — Booking App
Harbor & Vine
Delta Cloud — Support Desk
Delta Cloud Services
The estimate is the commercial baseline. Kerrzo tracks it against what's actually delivered, what's extra, and what's been formally approved — so scope creep shows up as a decision, not a loss.
Open estimates
7
Total pipeline value
$420k
Win rate (90d)
61%
Platform Migration
Delta Cloud Services
Retainer Renewal
Harbor & Vine
Loyalty App — Phase 2
Northgate Retail
What's been delivered, what's left, what's ready to invoice, and what revenue to expect — always current, so cashflow is something you plan around, not something that surprises you.
Outstanding Invoices
$142k
Overdue Invoices
$18k
Recurring Revenue
$64k/mo
Net Recurring
+$41k/mo
Income vs Expenses
Project work and ongoing retainers are managed side by side, so invoicing follows directly from what was delivered — nothing billed twice, nothing delivered and forgotten.
Billed This Month
$96k
Outstanding Balance
$142k
Overdue Amount
$18k
INV-1042
Northgate Retail
INV-1041
Harbor & Vine
INV-1040
Delta Cloud Services
Recurring Billing & Retainers — 4 active plans billing automatically.
Every project stays tied to its contract and scope, so no one is guessing what the client signed up for.
Project costs are measured against budget in real time, not discovered at month-end.
Budget, burn rate and margin down to the individual project, so profitability is a fact, not a guess.
Save the filters you check every day — at-risk projects, high-value estimates, and more.
Every status change, note and approval stays on the record permanently — the full story, not just the latest update.
Any brief, project, invoice or contract is one search away, no matter which part of the business you're in.
Free for up to 3 seats during private beta. No lock-in.