A client-work CRM for digital agencies, studios and consultancies.

What's inside

• Deals — new-business pipeline (Lead → Proposal → Negotiation → Won), each deal tied to the client's contact record, with a public Project inquiry form for your website
• Projects — won work in delivery (Kickoff → In Progress → Review → Delivered), linked back to the deal and client
• Retainers — recurring engagements with monthly value and scope
• Dashboards — pipeline value, deals by stage, retainer MRR

Built on the CRM module: clients are Contacts, so a client's deals, projects and retainers share one record — and client-facing work can surface in the customer portal.