One workspace, from first hello to final payment.
HappyNoodle isn't a bundle of separate apps. Each step hands its information to the next, so you never copy a client's details or a price twice.
Enquiry
Form, chat or booking
Estimate
Quick ballpark
Proposal
Signed online
Project
Gantt and approvals
Invoice
Chases itself
Every enquiry lands in your pipeline.
Enquiries from your forms, website chat and booking link create the contact, a deal and a follow-up task. Lead scores rise as people engage, so the hot ones stand out.
New enquiry 2
Harbour & Co
Priya Shah
Estimate sent 1
Oak Lane Dental
Proposal sent 2
Moss Studio
Kerr Joinery
Won 1
Fern Coffee
Visitors become contacts, not lost messages.
The chat box asks for name, email and phone before the conversation starts, then files it on the contact and sets you a reply task.
A quick estimate, then a proposal clients can sign.
Send a ballpark estimate first. When they're keen, turn it into a full proposal in one click, with optional extras, payment stages and version history.
1. Your goals
2. Scope of work
3. Milestones
4. What we need from you
5. Investment
Brand identity £3,000 · Website design £1,200
6. Terms
Optional extras
A signed proposal becomes a planned project.
Milestones become a Gantt plan with client approvals. Log time and private costs to see real profit, which clients never see.
Your clients get one branded link.
Approvals, files, requests and invoices, in your logo and colours. No client account needed.
Your Studio
Overview
Projects
Approvals
Files
Invoices
Brand identity is ready for your approval
Progress
58%
Next invoice
£1,550
Invoices that chase themselves.
Deposits and milestone invoices, polite automatic reminders, and exports ready for Xero, QuickBooks and FreeAgent.
Noodle, the co-worker who checks everything.
Noodle scans the whole account for late invoices, stalled deals, hot leads and busy weeks, then tells you what needs you, in plain English.
Morning Sam. Oak Lane Dental's invoice is six days late, so I've queued a polite reminder. Moss Studio opened their proposal twice yesterday; might be worth a call. You've got three high-priority tasks and I've fitted them into Tuesday morning.
Six tools, one login, one monthly bill.
CRM and pipeline
Contacts, lead scores, smart lists, deals
Proposal software
Six-section proposals, extras, e-signatures
Project planner
Gantt, milestones, client approvals
Invoicing app
VAT on/off, reminders, recurring plans
Scheduling tool
Booking link with Zoom or Teams
Website chat and forms
Chat box, enquiry forms, surveys
Run the whole business from one place.
Set up your workspace in minutes. Your pipeline, project plan and calendar come ready to use.