Kontaly: the AI-powered CRM for freelancers, agencies and accountants

The Challenge

Freelancers and small agencies rarely lose clients for lack of talent. They lose them to disorder: contacts live in a phone's address book, quotes in a spreadsheet, invoices in another app, and the important conversations in WhatsApp. Nothing connects, so an unanswered proposal simply vanishes.

On top of that chaos came a legal deadline. With Verifactu coming into force, thousands of professionals invoicing through improvised tools suddenly had to guarantee the traceability and immutability of their invoices before the Spanish tax agency (AEAT).

The challenge was to build a product that solved both problems at once — operational disorder and regulatory compliance — without becoming the kind of ERP that demands two weeks of setup before you can issue your first invoice.

The Solution

We built Kontaly, a cloud SaaS platform that centralises the full commercial cycle: from an incoming lead to a paid invoice. The guiding design principle was that a user should be able to create an account and send their first proposal the same day, with no assisted onboarding.

Core Modules

• Lead and client management: visual conversion pipeline, with proposals, invoicing and full activity history gathered into a single client record.
• Commercial proposals: PDF proposal generation, sending and tracking from the built-in email client, and one-click conversion from proposal to invoice.
• Invoicing and expenses: automatic invoices, expense logging, real-time payment status, due-date detection and exportable reports for the client's accountant.
• Productivity: task management with an Eisenhower matrix, calendar, and time tracking for teams.
• A suite of 24 AI tools: specialised assistants for sales, business and content — prospecting email copywriting, pipeline bottleneck analysis, lead scoring, a pricing assistant and proposal generation, among others.
• Verifactu built in: AEAT compliance included in every plan, entry tier included, rather than as a paid add-on.

Technical Decisions

• 100% cloud, nothing to install: runs in any browser, on any device.
• AES-256 encryption on stored data.
• CSV import from any previous CRM, so migration is not a barrier to entry.
• Real internationalisation: Spanish and English interface, invoicing in EUR and USD.
• Multi-plan architecture: three tiers (Basic €8, Professional €29, Business €49/month) with per-user, per-client, AI-credit and storage limits enforced centrally, plus monthly or annual billing.

Results

Kontaly is live and commercially available at kontaly.com, with open registration and a no-credit-card trial.

• A complete product shipped to market, not a pilot: CRM, proposals, invoicing, productivity and AI operating as one system, with active subscription plans.
• Verifactu compliance as standard across all tiers, turning a legal obligation into a selling point against competitors that charge for it separately.
• Institutional backing: Kontaly is supported by the Regional Government of Extremadura and the Provincial Council of Cáceres, and is part of the Red PAE business support network.
• Selected for the 5th Circular FAB Entrepreneurship Programme, run by the Provincial Council of Cáceres, as one of only three projects chosen after several selection rounds.
• Continuous evolution: the product keeps shipping features post-launch — new plans, time tracking, team chat and expanded AI capacity — on the same technical foundation.

Kontaly is the fullest demonstration of what we do: our own product, built end to end, with Spanish regulation solved and AI applied where it actually saves time.