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Product
One client execution graph from first lead to paid delivery.
OnloZap connects the operational surfaces that service teams usually run in separate tools: clients, quotes, OnloSign, projects, invoices, files, chat, portal access, and Zapling recommendations.
Operating model
1 graph
A single workspace model for client records, approvals, delivery, and cash.
Core surfaces
8 modules
Sales, OnloSign, projects, invoices, files, chat, portal, and Zapling.
AI posture
Review first
Zapling drafts and recommends work without hiding the approval trail.
Sales workspace
Keep client records, quotes, approvals, and quote-to-project conversion in one path.
- Client records stay tied to quotes, projects, invoices, and portal context.
- Quote status remains visible after it becomes delivery work.
OnloSign
Prepare agreement documents, send signature requests, and keep signer progress connected to the client.
- Track signatures, consent, evidence, and document activity from the workspace.
- Use templates and generated drafts without losing human review.
Delivery management
Turn sold work into projects, tasks, milestones, schedules, issues, and time tracking.
- Use boards, task lists, project plans, and workload views for live execution.
- Keep delivery blockers visible before they become client escalations.
Invoices and payments
Create invoices, connect Stripe checkout, record payment state, and keep cash due visible.
- Invoice records stay connected to clients and delivery work.
- Payment status can drive reminders and next-step visibility.
Client portal and chat
Give clients a focused place for quotes, invoices, projects, documents, and conversations.
- Portal access is separate from the internal workspace boundary.
- Client-facing conversations stay connected to the right workspace context.
AI
Zapling
Use an AI chief-of-staff layer that reads workspace context and proposes the next operational move.
- Drafts and recommendations are reviewable before execution.
- AI actions stay bound to workspace permissions and governance.
Why it matters
The product is built around handoffs, not isolated records.
Most operational drag happens when a quote, agreement, invoice, project, file, and conversation stop agreeing with each other. OnloZap keeps those records close enough for humans and AI to understand what changed.
Quote to project
Move accepted commercial context into delivery without manually rebuilding the same client facts.
Project to invoice
Keep delivery state and billing state close enough that cash collection does not become a separate chase.
Portal to workspace
Clients see the right public surface while internal teams keep workspace-only controls.
AI to audit trail
Zapling assists with briefs, drafts, and recommendations while preserving review and approval context.
Next step
Ready to run client work in one place?
Start with the plan that matches your team size, then bring your clients, quotes, delivery, and invoices into the same workspace.