From first contact to payment
Features
Everything an agency needs to go from proposal to payment, without switching tools.
Boards for everyday work
Requests are the unit of work: each has an owner, priority, dates and a status you always read as a word.
- Table, kanban, calendar and Gantt on the same data
- Saved team views and filters by client or owner
- Intake forms that create requests
- My work: what's yours today and what's next
A CRM made for agencies
Clients with their contacts, history and billing on one record, and deals that move through stages.
- Spreadsheet import
- A contact form for your website
- A deal value that follows the latest quote sent
- Contact preferences, like Do not contact, respected on every send
From proposal to payment
Proposals with phases and quotes with items, templates, discounts and taxes per line or per document.
- Online acceptance that creates the project, its milestones and the deposit invoice
- Invoices per milestone, monthly fee or deposit, numbered when issued
- Automatic payment reminders
- Amounts in each client's currency, rounded per line or per document
Your clients' portal
On your domain and with your logo. Clients sign in with a link, no password, and only see what you share.
- Deliverables in rounds with comments anchored on images, PDFs or video
- Files, forms, milestones, quotes, invoices and messages
- Approvers and billing access per contact
- Nothing internal in sight: priorities, internal notes and budgets stay with your team
Time and capacity
Time is logged from each request, and planning shows the team's load week by week.
- Timer and manual entries
- Capacity per person and per team
Security and control
Every agency's data is kept apart, and you control who gets in and what they can do.
- Roles and permissions per module
- Two-step verification and passkeys
- Activity log
- A full export of your workspace whenever you want
Your next client, with access to their portal.
Create your workspace in two minutes, invite your team and share your first portal today. 14 days of the Studio plan, no card.