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
Installable app + device alerts

Keep the business moving, even when Runvello is not open.

Install Runvello directly from your browser for a focused app experience—no app store required. Enable notifications when you are ready, and important workspace updates can reach your registered devices in the foreground or background.

  • One-click access from your desktop or home screen

    Open your tenant workspace in its own app window without another app-store account or download.

  • Foreground and background notifications

    Stay aware of messages, work changes, and synced calendar activity after you explicitly enable alerts.

  • Per-device privacy controls

    Review registered browsers and remove a lost, shared, or retired device whenever you need to.

Start free Supported desktop and Android browsers can install directly. On iPhone and iPad, use Safari’s Add to Home Screen.
Runvello Workspace notifications
Live
New client message

You were mentioned in the Carter project.

Task updated

Final gallery review was rescheduled.

Google Calendar synced

Three new calendar events are ready.

Example alerts. Delivery requires browser permission on each device.

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.

🤖

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, Page Studio websites, project plans, and follow-ups. Choose OpenAI or Claude. Every draft supports revision and review before it goes live.

🎨

Page Studio

AI drafts your site on your design system — color palettes, typography, and visual styles (modern/classic/bold/minimal/elegant) — then you edit every page, section, and block in the visual editor before anything goes live. Full version history and Canva import support included.

Included with Starter Plus, Pro, and Agency

Put your AI assistant to work across the business.

Runvello MCP gives compatible AI assistants a secure path to the live context behind your client work. Ask questions, prepare briefs, surface what needs attention, and complete supported actions without copying data between tools or sharing a Runvello password. Your workspace shows the current connection and verification status.

✓
Answer practical operating questions

Find clients, leads, people, bookings, invoices, contracts, projects, tasks, campaign status, and unbilled time through one secure connection limited to your workspace.

✓
Move from insight to action

Preview lead and task management, lead conversion, booking requests and schedule changes, and manual invoice payments before confirming them. Payment collection and refunds stay outside MCP.

✓
Stay in control of access

Workspace administrators review and approve the access an assistant requests, review its activity, disconnect it, or turn off assistant access for the workspace.

A new operating layer

Your AI assistant becomes a secure interface to your business.

Prepare for client calls, review pipeline and scheduling, find delivery risks, spot finance follow-up, and check campaign performance using the business context already in Runvello.

✓
Hosted by Runvello

Runvello checks the workspace, plan, administrator approval, requested access, and connection status every time the assistant makes a request.

✓
Built around your permissions

Workspace administrators review the access requested before connecting. Every request is checked against the workspace, user, and connection status, and access remains recorded and removable.

Page Studio

A real page editor, with AI for the first draft.

Page Studio is how your public site gets built and maintained. AI drafts a starting point from guided answers, and everything it produces is editable: pages, sections, blocks, navigation, and design settings. Nothing is published until you say so.

Page Studio workspace Actual Runvello editor
On a small screen, drag to inspect the workspace.

Edit everything on a visual canvas

Click any section or block to edit it in place. The inspector controls placement, width, typography, and design settings, and the page manager handles URLs, navigation, and page hierarchy.

Connected to the rest of the platform

Forms create CRM leads, booking blocks link your booking pages, and gallery blocks link portfolios — so the site feeds the same workspace that runs the client work.

Preview and publish deliberately

Preview desktop and mobile in light and dark, resolve publish readiness warnings for broken links or unconnected actions, and publish only when the page is ready. Version history keeps every save.

Client portals

Give clients one place to see the work, not another inbox thread.

Client-facing pages keep bookings, project context, files, invoices, contracts, and communication tied back to the same workspace record your team uses internally.

Shared context
Bookings, contracts, invoices, galleries, and project details stay connected to the same client.
Branded access
Client-facing links use your workspace branding instead of sending people through generic tool pages.
Less chasing
Clients can review the right item directly instead of searching through old email threads.
Client experience

The portal is part of the workflow, not a separate product bolted on later.

Runvello is built so client-facing access and internal operations share the same source of truth. That means fewer duplicate updates and a cleaner handoff from inquiry to delivery.

booking links contract review invoice access gallery delivery
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 keep moving without blocking the rest of your work.

Longer tasks keep moving

Keep using Runvello while emails send, AI prepares a draft, automations advance, or a site is generated.

Version History & Audit Trails

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

Service health monitoring

Runvello monitors the services behind the app so issues with email, storage, billing, automations, or AI work can be identified and addressed quickly.

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.