Proposal requested QUALIFIED
Solutions · Agencies
For agencies who need one client system, not one tool per handoff.
Cornerspot gives small agencies one place for lead capture, proposals, retainers, invoices, support, and branded client access. Win the work, send the agreement, start the retainer, and keep the client relationship in one app.
Built for proposals, retainers, and client portals · $49.99/mo flat
Agreement · SOW-44
$3,200 kickoff invoice
Scope approved and sent for signature
SIGNED · billed
Retainer · Monthly
Alder Growth Program
Portal, invoices, and support live $1,800/mo
The way it is
You shouldn't need five subscriptions to run one client account.
Most agencies end up stitching together one stack for lead gen, another for proposals, another for retainers, and a fourth for client support. Cornerspot consolidates the handoff points.
HubSpot
For pipeline + contacts
$50/mo
Webflow
For the agency site
$29/mo
DocuSign
For proposals + signatures
$25/mo
QuickBooks
For invoices + payments
$60/mo
Intercom
For client conversations
$39/mo
Cornerspot replaces the lot
$49.99/mo
Save ~$150/mo
From lead to retainer
Pitch → sign → invoice → support — without breaking the client record.
- 01
The prospect fills out your brief form
A contact or proposal-request form on your Cornerspot site creates the CRM record with source context and intake answers already attached.
- 02
You qualify and scope the work
Move the opportunity through the pipeline, keep conversation notes in one place, and use live chat when the prospect has questions before signing.
- 03
You send the proposal and agreement
Turn the scoped work into line items, send the agreement for e-signature, and keep the signed record attached to the same client account.
- 04
Approval starts billing immediately
Kickoff work can invoice once, while the monthly retainer becomes a recurring subscription instead of forcing your team to rebuild the deal in billing.
- 05
The client gets one branded place to work with you
Invite the client into the portal to pay invoices, review subscriptions, and send support requests without falling into fragmented email threads.
Built for client service
The agency features that keep delivery and billing aligned.
Your site, forms, and chat in one stack
Run the agency website, proposal forms, and live chat from the same platform that stores the leads they create.
Retainers and project invoices together
Mix kickoff invoices, change-order billing, and recurring retainers inside one client lifecycle instead of splitting them across tools.
Signed scopes stay with the account
Proposals, agreements, and approvals stay attached to the same CRM and billing records, so handoff does not start with digging through inboxes.
Client portal with support built in
Portal users can review invoices, receipts, subscriptions, support tickets, and help articles from one branded experience.
Invite the whole client team
Client access is membership-based, so you can invite multiple stakeholders without sharing one generic login.
Keep the brand on your domains
Use your own domain for the public site and a branded host for the client portal instead of redirecting customers into vendor-branded pages.
From a 9-person team
“We stopped rebuilding the same client three times. The proposal, the retainer, the invoice, and the support thread all live in one system now, which means kickoff is faster and monthly billing is no longer a cleanup exercise.”
Switching questions
Agency questions, answered.
Still curious? Email hello@cornerspot.com — a real person reads these.
Can I handle retainers and one-off projects in the same account?
Yes. Cornerspot supports one-time invoices and recurring subscriptions in the same client lifecycle, so kickoff work and ongoing retainers can stay connected.
Can clients send support requests through the portal?
Yes. The portal includes support-ticket flows alongside invoices, subscriptions, and help articles, so support does not need a separate client-login product.
Can I invite more than one contact from the client team?
Yes. Portal access is membership-based, so one client account can have multiple invited users with their own portal access.
Can I keep both the site and the portal on-brand?
Yes. The website supports custom domains, and the portal supports branded hosts and tenant-level branding.
Do I need a separate CRM if I already use this for proposals and billing?
No. The point of the page is the opposite: forms, CRM, signing, billing, and the client portal all live in the same system.
Built for agencies that want fewer handoffs.
30 days free •No credit card required •Cancel anytime