Record the job
Keep the proposal, customer request and agreements with the same job. Start with a simple task list and add phases when they help.
All examples
For agencies, consultants and small teams
Know what you agreed, and what still needs doing.
Connect client work to tasks, agreements and documents. For a two-day job or a longer project.
See your SideIQ exampleAn example based on your business. You then decide whether to continue.
On site
Agencies and consulting
Property and rentals
Teams
Studio KoraalExample setup · Web and marketing agencies
CollectionsClient projectsLina VosLV
Choose your perspective
Collections
Client projects
3 records · Studio Koraal
| Project | Status | Project lead | Appointment |
|---|---|---|---|
| Planned | LVLina Vos | 10 Sept · 10:00 | |
| In review | LVLina Vos | 11 Sept · 11:30 | |
| Brief | LVLina Vos | 12 Sept · 13:00 |
Sound familiar?You want to get on with your work.
You want to get on with your work.
With all the information you need.
A customer has new requirements after a conversation. The quote is already prepared and a colleague is working on delivery. You want to discuss the change without searching through every email and note again.
Assign the work
Give tasks an owner and deadline. Everyone can see the next step and the customer agreements behind it.
Track changes
Record new requirements and decisions with the project. Use that context for a revised proposal, handover or follow-on job.
Your setup · interactive AI example
Turn your work into an initial setup.
Try a proposal, edit it and see the result in this demo. This example uses preset proposals for each workflow. Later, you can work with Rio on a personal example for your business.
Changes apply only to this demo and are cleared when you reload or switch industries. We discuss availability and the setup of your own workspace with you personally.
Explore the platform
The features behind this example.
These modules support projects and client work. See what they do and what is available.
In use · our own working environmentFrom practice
Our own customer projects are a starting point too.
Redframe builds SideIQ and uses it in its own work. Experience with software projects, customer requests and scattered information helped shape the platform.
Read how SideIQ startedPractical questions
How does this fit web and marketing agencies?
How do I keep customer feedback connected to a project?
Open the request in the same record as the proposal, schedule and documents. The mini-tour shows how to review an AI suggestion and keep the reply with that job.
Can campaigns and websites have different fields?
That is what collections are for. Start with a suitable example and adapt the fields and steps to your work. Try adding a field in this demo.
Is this a complete industry package?
You are looking at a possible setup with fictional data. During personal onboarding, we discuss your process, available features and what is still in development. Start with the work you want to improve now.
Explore SideIQ with Rio
What would your SideIQ look like?
Tell Rio about your business and what you want to improve. Together you create an example with suitable workflows and your company details. You can then choose to join the waitlist.
Start with an example, without a subscription. You join the waitlist only if you choose to. Prefer a form? That option is available in the next step too.
Start with your business Explore without commitment Set things up together later