Projects

Track every brand deal from the first inquiry to paid.

18 articles

Add a project
Every brand deal starts as a project. Create one by hand, from your forwarding inbox, or from Gmail.
Move a project through your stages
Stages show where every deal stands, from Inquiry all the way to Completed.
Share the client portal with a brand
Brands get one link to see your proposal, sign the contract, pay invoices, share files and book calls.
Schedule a call with a brand
Make Google Meet or Zoom calls from a project, or let brands book a time with you.
Use Zoom with Peach Collab Studio
Connect your Zoom account so calls you schedule, and calls brands book, get a Zoom link made for you.
Manage your contacts
Every brand person you work with lives in Contacts, linked to their projects.
Keep track of tasks
See every task across your projects in one place, plus tasks that aren't tied to a project.
Email a brand from a project
Send emails from the project so the whole conversation stays in one place.
Let brands book calls with you
Brands pick from your open times in their client portal.
Pitch brands with Brand outreach
Keep your pitch list, send pitches from your own email, and get reminded to follow up.
Archive, restore or delete a project
Tidy your project list without losing anything.
See your project calendar on your phone
Subscribe to your Peach Collab calendar so project dates show next to your personal plans.
Track deliverables and content approvals
Keep every post you owe a brand moving, from drafting to approved to posted.
Automate your follow ups
Let tasks, emails and stage changes happen on their own at the right time.
Approve, decline or suggest a time for a call request
When a brand asks for a call from their portal, you decide before it's booked.
Connect Google Calendar
Put your projects on your Google Calendar, keep them in sync both ways, and see when you're busy.
Plan the content for a collab
Write the brief, concepts, hooks, scripts, shot lists and captions for each piece of content, right inside the project.
See what brands say on your Feedback page
Send a post collab survey when a campaign wraps, then see every rating, answer and testimonial in one place.
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