From first hello to paid in full.
braid ties every lead, board, invoice, and journal entry to one client record — the whole story of every relationship, for a two-person firm that does the work of ten.
One record ties it all together
Every module reads and writes the same client record, so lead → proposal → project → invoice → profit is one unbroken thread.
§ PIPELINE
LEAD
Kitchen reno quote
Foundry books
PROPOSAL
Retainer — Hartley
WON
Dashboard build
Drag a deal to Won and braid spins up the project workspace from the right board template — deal, client, board, and invoice all linked.