Stop losing revenue to forgotten follow-ups

Duebird gives consultants, agencies, and community lenders one dashboard for clients, proposals, and invoices — and tells you exactly who to follow up with today, with the email already drafted.

Book a call

Invite-only. We onboard every workspace personally.

Your money stays yours — we never process or hold client payments, you bring your own payment links. And every follow-up is drafted for you, but you always hit send.

How it works

No self-serve maze. No credit card form.

We work with a small number of consultancies and agencies and onboard each one personally.

1

Book a call

30 minutes. We look at how you invoice today and whether Duebird actually fits your business.

2

We set you up

Once you’re in, your workspace arrives ready — clients, invoices, and follow-up cadences configured with you.

3

Stop chasing

Every morning Duebird tells you exactly who to nudge, with the email already drafted. You just hit send.

The product

Your money, at a glance

One dashboard shows what's unpaid, what's overdue, and what's at risk — and the follow-up queue turns it into a daily five-minute routine.

duebird.io/dashboard
Duebird dashboard showing unpaid invoices, overdue amounts, money at risk, and recommended next actions
duebird.io/follow-ups
Duebird follow-up queue with prioritized invoice reminders and proposal follow-ups, each with a draft email button

Everything in one place

Built for the way consultancies actually get paid

Client & prospect tracking

Every client, prospect, and ghosted lead in one place — with last-contact dates so nothing slips.

Proposal pipeline

Track every proposal from draft to won, with follow-up cadences that flag the ones going cold.

Invoice chasing

See overdue invoices at a glance and send reminders before cash flow becomes a problem.

Automatic follow-up queue

A daily prioritized list of who to nudge — stale proposals, overdue invoices, quiet clients.

AI-drafted follow-ups

One click drafts the follow-up email in your tone — friendly, professional, or firm.

Cash flow analytics

Outstanding revenue, win rates, and payment trends without touching a spreadsheet.

For community lenders

Duebird for CDFIs and loan funds

Payment plans built in

Track loan repayment schedules — "7 of 24 billed" — with real invoices generated each period.

Pre-due courtesy reminders

Borrowers get a friendly heads-up before each installment, so most payments never go overdue.

Human approval as compliance

Every borrower email is reviewed and approved by your staff before it sends — an audit-friendly, board-friendly workflow.

1 list

every follow-up in one place, every morning

5 min

the daily routine Duebird is designed around

$0

of your money ever passes through us

100%

of emails approved by you before sending

What clients say

Trusted by people who bill for their time

Duebird paid for itself the first week — it surfaced two invoices I had completely forgotten about.

Sarah M.

Agency founder

The daily queue changed how I start my mornings. Five minutes and every follow-up is out the door.

Daniel R.

Independent consultant

I was nervous about tools that auto-email my clients. Duebird drafts everything but I always hit send.

Maya K.

Studio owner

FAQ

Questions, answered

The average consultancy has thousands of dollars sitting in unanswered proposals and unpaid invoices.

Recover it with a five-minute daily routine.

Book a call

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