What is Inly?
Inly is an all-in-one business platform designed to streamline operations for creative professionals and service providers. It offers a comprehensive suite of tools for creating and managing proposals, invoices, contracts, and forms, all within an intuitive dashboard. The platform includes AI-powered automations and templates to save time, along with features like embeddable contact forms, lead management, and a custom scheduler for seamless client interactions.
With support for secure payments via Stripe, customizable branding, and the ability to manage multiple businesses under one account, Inly enhances productivity by automating reminders, tracking revenue, and providing real-time support. Its user-friendly design eliminates the complexity of traditional CRMs, allowing users to focus on growing their business while maintaining a polished, professional appearance.
Features
- Automations: AI-powered automations and templates that save time, with options to choose existing ones or create custom workflows
- Invoices: Send beautiful, customizable invoices with support for recurring billing and one-click setup for retainer clients
- Embeddable Contact Forms: Build custom embeddable forms directly on websites for seamless client communication
- Contracts: Create digital contracts with dynamic data inputs to eliminate manual filling of information
- Proposals: Generate quotes and let clients choose packages, products, or services easily
- Scheduler: Book meetings with a custom scheduler that integrates all tools in one spot
- Team Support: Add team members for collaboration at no extra charge
- Secure Payments: Accept credit cards and ACH payments quickly and securely via Stripe
- Automatic Reminders: Automatically remind clients about overdue payments to improve cash flow
- Customizable Branding: Add logos and imagery for a personalized experience across documents and emails
Use Cases
- Streamlining proposal creation and client approval processes for service-based businesses
- Automating invoice generation and payment reminders to improve cash flow management
- Managing digital contracts with dynamic inputs to reduce manual data entry
- Capturing and organizing new leads through embeddable contact forms on websites
- Scheduling client meetings and appointments with integrated tools
- Tracking revenue and tasks from a centralized dashboard for better business oversight
- Enabling team collaboration on projects without additional costs
- Customizing branding across documents and emails to maintain a professional appearance
- Managing multiple businesses or brands under a single account for operational efficiency
- Passing transaction fees to clients to increase profitability where regulations allow
FAQs
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How does Inly handle payment processing fees?
Inly supports passing merchant fees to clients, which can boost profits, but users should consult local regulations or a CPA as some states like Connecticut and Massachusetts may have restrictions. -
What integrations does Inly offer?
Inly integrates with tools like QuickBooks and Zapier, among others, to enhance workflow and connectivity with existing business systems. -
Is there a limit to the number of team members I can add?
Inly allows adding additional team members to your business for collaboration at no extra charge, supporting seamless teamwork. -
Can I customize the appearance of my documents in Inly?
Yes, Inly offers customizable branding with options to add logos and imagery, and custom email styling to make every communication feel polished and personal. -
How does Inly help with lead management?
Inly provides tools to capture, organize, and follow up with new leads through embeddable contact forms and automated workflows, ensuring no opportunities are missed.
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Inly Uptime Monitor
Average Uptime
100%
Average Response Time
150.67 ms