How Brightenly Works¶
Brightenly is built around four core concepts that work together to run your client business.
Contacts & Companies¶
A contact is an individual person — a client, a lead, or a collaborator. A company is an organization. Contacts can belong to a company, but don't have to.
Both contacts and companies are the anchor for everything else: conversations, projects, invoices, and contracts all connect back to them.
| Name | Company | Projects | Last activity | |
|---|---|---|---|---|
|
SM
Sarah Mitchell
|
Greenfield Organics | sarah@greenfieldorganics.com | 2 active | Today, 2:14 PM |
|
JK
James Kim
|
TechStart Inc | james@techstart.io | 1 active | Yesterday |
|
MC
Maya Chen
|
Apex Studio | maya@apexstudio.co | 1 active | Mon, 9:30 AM |
|
DP
Daniel Park
|
Luna Wellness | daniel@lunawellness.com | 0 active | Apr 22 |
|
RT
Rachel Torres
|
Redline Auto | rachel@redlineauto.com | 0 active | Apr 18 |
Projects¶
A project represents a piece of work or a deal. Projects move through a visual kanban pipeline — from initial inquiry through to completed payment. You can attach contacts, companies, conversations, invoices, and contracts to any project, keeping everything in one place.
Conversations¶
A conversation is an email thread that lives inside Brightenly. When you connect your Gmail account, incoming and outgoing emails are automatically captured as conversations. You can link conversations to projects and contacts so nothing falls through the cracks.
Invoices & Contracts¶
Invoices are created directly in Brightenly and powered by Stripe — your clients pay via card or bank transfer without you touching payment details. Contracts are drafted and signed inside Brightenly with no external tool required.
| Item | Total |
|---|---|
| Website design — Phase 1 | $3,500.00 |
| Monthly retainer — April | $500.00 |