Introducing Tave: Client Work OS for Agencies and Freelancers
Tave is client management for agencies, studios, and freelancers — pipeline, proposals, e-signature, projects, portal, and invoices on one record.
Introducing Tave: Client Work OS for Agencies and Freelancers
Client work breaks when pipeline, proposals, projects, and invoices live in five tools. Tave is client management software for agencies, studios, and freelancers — proposals, e-signature, projects, a white-label client portal, and invoices on one record, with rules that watch slipped deadlines and unbilled work.
It sits in the coach / agency SaaS layer for creative and service businesses that sell project work.
What Tave does
Operating system for client work:
- Pipeline — from first call through final payment on one record
- Proposals + e-signature — send and close without a separate DocuSign detour as the default path
- Projects + schedule — keep delivery visible alongside sales
- White-label client portal — give clients one place to collaborate
- Invoices — bill from the same record that held the proposal
- Rules / money-at-risk signals — catch slipped deadlines and unbilled dollars
- Trial — 7-day free trial; client seats marketed as always free; English and Portuguese
Explore:
- Tave
- Email hello@usetave.com
Who it is for
Agencies, studios, and freelancers who run proposal-led client work and want one system from pitch to payment — including creative and coaching-adjacent practices that sell packaged services.
Where it fits in a content stack
Tave owns lead → proposal → project → portal → invoice. Marketing still attracts clients; Tave is the delivery and billing layer that keeps scope and cash visible.
How teams typically use Tave
A studio moves a new brand project from pipeline to signed proposal, opens the client portal for reviews, tracks delivery on the same record, and invoices without re-entering line items in a separate tool.
Quick tips if you try Tave
- Put every active client on one record before you customize templates.
- Use the portal for feedback so email threads do not fork the brief.
- Watch money-at-risk signals weekly — unbilled work compounds quietly.
- Start with the 7-day trial on a real project, not sample data alone.
- Email hello@usetave.com for product or account questions.
Soft close — related tool
If you also need concept → storyboard → animated or whiteboard explainer / Reels (not talking-avatar presenters), see Scro Explainer. Scro (by NOVAX) is built around approving an AI storyboard before you render — useful when a client deliverable is a short explainer, not another proposal field. Keep Tave as the focus of this intro; Scro is only a related option for storyboard-first explainers.