What Horizline does
Every plan includes contacts, the pipeline, clients and jobs, payments from your own Stripe account, email from each contact's record and access for your team. Premium adds the Website Manager.
Contacts
Leads and clients in one list, each with a page that holds their details, notes and activity.
- Add a lead or a client by hand, or import a list from a CSV file or pasted spreadsheet rows, with a preview before anything is saved.
- A lead holds the customer's details, what they are interested in, a quote amount, a bid amount and a bid date.
- Custom fields for the details your business tracks, such as a gate code, the equipment type or a start date.
- Notes on any lead or client, stamped with who wrote them and when.
Pipeline
Stages you name, with each column's count and value, so you can see what is waiting at every step.
- Drag a card to the next stage, or choose the stage from Move to.
- Rename, reorder, add and remove stages, and run more than one pipeline when different kinds of work move differently.
- Open a card to read the lead behind it.
Clients and jobs
When a customer says yes, convert the lead to a client and open jobs for them.
- Converting a lead creates the client, copies the contact details across and keeps the two records linked.
- Each job lists its tasks, its materials and the people working on it.
Payments
Connect your own Stripe account. Stripe creates and sends the invoices, and Payments shows whether each one is owed, part-paid or paid.
- Every invoice in your Stripe account, as owed, part-paid, paid, void or written off, each in its own currency.
- You approve the connection on Stripe's own site. No Stripe key is ever pasted into Horizline.
- Link each client to its Stripe customer, and that customer's invoices are filed against the client.
The Overview
What is collected and outstanding, the jobs under way, open leads and the value of the pipeline, on one screen.
- Revenue figures come from the invoices in your connected Stripe account.
- A Getting started list walks a new workspace from setup to its first contact.
Email from the record
Email a customer from their record through the mailbox you already use. Their replies are saved on the same record.
- Connect the address you already send from. The details are tested with a real sign-in before anything is saved.
- Both sides of the conversation sit on the contact, not in one person's inbox.
Your team and your data
Each person gets their own sign-in, and you choose what each one can open.
- Permissions come with each account type, and you can change them for one person.
- The Activity Log records who changed what.
- Two-step verification for every account, and sign-in with Google.
- Each workspace's records are kept apart from every other account's, and the records you keep belong to your business.
- Passwords are hashed, mailbox passwords and connected services' tokens are encrypted at rest, and every page is served over HTTPS.
- The database is backed up every night, and each backup is kept for 14 days.
On a phone
Contacts, the pipeline and jobs fit a phone's screen in its browser, with nothing to install.
Website Manager
For the website your business already runs: its traffic, its search reporting and the inquiries it receives.
- Traffic and search reporting from Google Analytics and Search Console.
- An inbox for the inquiries your website receives.
- The site's invoices and billing history.
Start a seven-day trial
Create your account, answer three optional setup questions (or choose Complete later), then complete secure Stripe Checkout. Your seven-day trial begins when Checkout is complete, and nothing is charged until it ends.