Full feature set

One connected platform for the full client journey.

Runvello replaces the patchwork of separate tools service businesses use for lead intake, scheduling, projects, contracts, invoices, campaigns, galleries, and AI-assisted work.

Platform at a glance

Built for the complete client lifecycle.

From first inquiry to final delivery, every step lives in one workspace.

2 Calendar syncs
6 AI content types
11 Automation triggers
8 Payment methods
Client lifecycle

Built for every stage of client work.

Capture demand, close work, run projects, get paid, deliver the work, and follow up without piecing together separate systems.

Smart Lead Intake

Structured intake collects the details you need, creates a lead automatically, and drafts the first follow-up so your team can respond faster and lose fewer opportunities.

CRM & Lead Pipeline

Full lead pipeline from new → contacted → qualified → client → archived, with notes, activity, source tracking, and every downstream workflow tied back to the same record.

Scheduling & Calendar Sync

Public booking links, Google and Apple calendar sync, availability rules, buffer times, and booking management across four states: requested, confirmed, canceled, and completed.

Contracts & E-Signatures

AI-drafted contracts from templates. Multi-party signing for client, provider, and additional parties. Full version audit trail captures every change. PDF generated and stored automatically.

Projects & Timekeeping

Milestone templates, task lists, timekeeping, and team + client messaging in one project view. Enough project management for real client work, without the overhead of a standalone PM tool.

Invoicing (8 Payment Methods)

Multi-line invoices with discount and tax support. Stripe is the online payment integration, and your team can also record offline or external payments like bank wire, Zelle, Venmo, CashApp, PayPal, check, or cash. Partial payments and a full status flow from draft through paid, overdue, or canceled are built in.

Campaign automation

Automation that acts on real workflow context.

11 journey event triggers, multi-step email sequences, segment targeting, and reentry policies — built directly into the platform. No Zapier, no ActiveCampaign account needed.

Journey Event Triggers

Start an automation when any of 11 events fire in your account:

  • • Booking confirmed
  • • Booking requested
  • • Booking completed
  • • Signup submitted
  • • Page viewed
  • • Email clicked
  • • Email opened
  • • Invoice sent
  • • Invoice paid
  • • Contract signed
  • • Lead created

Multi-Step Sequences

Build journeys with as many steps as you need. Each step has its own timing, position in the sequence, and content, so follow-up keeps moving without manual reminders.

Segment each sequence by contact type: clients, leads, or all people. Every step has individual subject lines, body copy, and delivery timing.

timed steps ordered sequences segment targeting entry delay

Reentry Policies

Control exactly how contacts move through automations when the trigger fires again:

Never A contact runs the sequence only once, ever.
After Window Re-enroll after a set time has passed since last enrollment.
Always Re-enroll every time the trigger fires, no limit.

Campaign automations are available on Starter Plus, Pro, and Agency plans. See pricing →

AI tools

AI inside the workflow, not bolted on beside it.

Use AI where speed matters most: intake, follow-up, drafting, planning, and page creation. The benefit is not just content generation. The benefit is having AI work inside the same system your team already uses.

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AI Intake & Follow-Up

Structured inquiry data becomes a lead automatically, then AI drafts the response so your team can move quickly without losing the human final check.

AI Email Campaign Builder

Build multi-step email sequences triggered by 11 journey events. AI drafts each message, while the platform provides the timing, audience, and workflow context.

AI Content Drafts

Six content types: emails, contracts, booking pages, business pages, project plans, and follow-ups. Choose OpenAI or Claude. Every draft supports revision and review before it goes live.

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AI Page & Site Builder

Generate business pages and booking pages from a single prompt. The AI respects your design system — color palettes, typography, and visual styles (modern/classic/bold/minimal/elegant). Full version history and Canva import support included.

Gallery delivery

Gallery delivery built in. No separate tool needed.

Know when clients view your galleries — track every visit, referrer, and access session. No Dropbox links, no Google Drive folders.

Images
RAW (CR2/NEF/ARW), JPEG, PNG, WebP, GIF, HEIC, HEIF — all supported. Upload up to 200 MB per file.
Video
MP4, MOV, WebM, AVI supported. Up to 200 MB per file.
Access control
Access tokens, expiry dates, and client-level permissions per gallery.
Visit tracking Referrer logging Access history Expiry dates Access tokens
Gallery visit tracking

Know when every client views their gallery.

Every gallery access is logged: who viewed it, when, which referrer sent them, and which IP and session it came from. No more guessing whether the client has seen their work.

200 MB Per file
6 formats Image support
Security

Security basics are built in from the start.

Every Runvello account runs on the same core trust foundation: separated workspaces, encrypted transport, rate-limited public surfaces, and audit trails for sensitive workflows.

Separated workspace data

Each organization is isolated at the data layer so client records, projects, invoices, galleries, and account history stay scoped to the correct workspace.

Rate-limited public access

Public booking pages, signup forms, and unauthenticated flows are protected with throttling and tenant-aware lookup rules to reduce abuse and cross-account exposure.

Content Security Policy

Nonce-based CSP helps reduce script-injection risk across the app, and CSP headers are enforced at the platform level for supported responses.

HTTPS + audit trails

Traffic is encrypted in transit. Contract version changes, payment records, and portal access events are logged to support operational review and dispute resolution.

Reliability

Built to keep client work moving.

AI builds, email delivery, automations, and versioned content run in background workflows with operational visibility, so long-running work does not block the rest of the business.

Background Job Processing

Email delivery, AI processing, automation sequences, and site generation run as background work so the app remains usable while longer tasks complete.

Version History & Audit Trails

Every contract version change is captured and stored. Business pages maintain a full version history. Payment records and portal accesses are logged with timestamps for compliance and dispute resolution.

Platform health monitoring

Platform health checks and operational dashboards make degraded services visible quickly, including app boot, background jobs, storage, billing, and AI provider readiness.

Ready to consolidate?

Replace the tool pile. Start today.

Replace your CRM, scheduler, PM tool, contract flow, invoicing tracker, automation platform, and gallery delivery service in one move. Free tier available, no credit card required.