step 7/12

Every project,
a collab

Load a template, drag your steps around, set the dates and the price. Coolcolab tracks progress, deliverables and payments while you create.

Tracking a collab in Coolcolab: steps, deliverables, comments and payment schedule

From idea
to delivery

A collab takes less than two minutes to set up, and your client is invited to their portal right after.

Pick a type

Website, app, software, brand identity, photo, video, music, wedding or your own process.

Load a template

Your saved steps, deliverables and payments fill in on their own. Add, remove, reorder with drag and drop.

Set price and dates

Amount, discount as a percentage or a fixed amount, currency, start and end dates on a calendar.

Launch

The collab goes live, the client gets access to their portal and a draft quote picks up the price.

Designer tracking her collab✓"Mockup" step approvedMaison Ndolé · 7/12
in the field

She creates,
Coolcolab tracks

While she draws, every approved step lets her client know. No more status updates by message: the progress is on the portal.

Overview

All your collabs
in folders

Sort your projects by type, see their progress at a glance and open a folder to find the steps, files and documents.

  • Folder view or detailed list
  • Filters by type of service
  • Automatic status: upcoming, in progress, late, done
List of collabs in colored folders
Collab folder

The whole project
in one place

Numbered steps, uploaded files, linked quotes, invoices and contracts: the folder tells the collab's story from start to finish.

  • Drag and drop your files
  • Client documents attached
  • Direct access to tracking and the client profile
A collab folder with its steps and documents
Workflow templates

Your methods,
reusable

Create a template for each type of service: steps, durations, deliverables, payments and the steps your client can see. Duplicate, tweak, reuse.

  • 11 ready-to-use templates
  • Total duration calculated automatically
  • Payments tied to steps (deposit, balance)
Workflow template editor

Built for
the way you work

Templates by trade

Full website, Shopify store, landing page, iOS & Android app, brand identity, photo shoot, music video, turnkey wedding…

Step-by-step approval

Approve a step in one click: the client is notified and the next one starts.

Tidy deliverables

Every file is attached to its step and the client can download it from their portal.

Comments on each step

Client feedback lands where it's useful, not lost in a WhatsApp thread.

Built-in payment schedule

50% deposit, balance on delivery: the schedule follows the collab's progress.

Automatic status

Upcoming, in progress, late, done: the status updates itself based on the dates.

good questions

Common questions

Another question? Write to us, we reply fast.

What's a collab?+

It's our word for a client project. A collab starts with an accepted quote, is tracked step by step, ends with delivery and the balance… and starts again when the client comes back.

Can I create my own steps?+

Yes. Start from a template or a blank page, add steps from the library (brief, deposit, mockup, revisions, testing, go-live…) or create your own, then reorder them with drag and drop.

Does my client see every step?+

They see the steps marked "Client-visible" in the template. Internal steps stay on your side.

How many collabs can I create for free?+

Up to 3 active collabs with the Solo plan, free forever. The Pro and Studio plans remove the limit.

shall we?

Let's
collab?

Free for up to 3 collabs, no card needed. Your studio is ready in 2 minutes.