Keid is an all-in-one platform designed to streamline the client management process for consultants, freelancers, agencies, and firms. It serves as an operating system that organizes business operations, client interactions, projects, deliverables, documents, contracts, billing, and communication in a single, intuitive interface. Keid aims to eliminate chaos, save time, and enhance the client experience by providing a seamless environment where everything needed for client collaboration is accessible in one place.

Key Features

• Onboarding & Offboarding: Simplified client setup with easy login link invitations and defined roles for consultants and clients.

• Projects & Timelines: Offers a project dashboard overview, detailed timelines, milestones, deadlines, and progress tracking with risk indicators.

• Deliverables: Ensures full visibility for both parties, with file attachments, comments, notes, and built-in approval flows.

• Communication: Centralized messaging system with both in-app and email notifications to avoid email chasing.

• Documents: Secure internal file storage to replace platforms like Google Drive and Dropbox.

• Contracts & Signatures: Facilitates contract uploads and e-signatures, stored within the client's workspace.

• Billing & Invoicing: Tracks invoices and links them to deliverables or milestones, storing receipts and payment records.

• Templates: Provides new project templates and standard workflows for faster setup.

• Client Portal: Clients have access to all necessary information in one place, promoting faster approvals and increased trust.

Built by consultants for consultants, Keid is designed to support the way professionals work, offering a simple and intuitive interface without a steep learning curve. It helps businesses scale by providing standardized workflows and structure, making operations predictable and manageable. With flexible pricing plans, Keid adapts to the size of your business, rewarding early adopters with special access pricing.