Revenue CRM for agencies & contract work

CRM for agencies
and contract work.

Projects in a spreadsheet, capacity in the project manager’s head, quotes in a new file every time. This edition puts projects, quotes, capacity, and delivery in one place, so you can quote from when you can actually start.

See the demo Start free
  • Managed as projects, not deals
  • Free capacity by person and week
  • Starts set up for contract work
The capacity calendar: utilization, free person-days, and a 13-week grid of assignments for four team members.
Capacity calendar: assignments and free time on one screen

The question is not “can we win it.”
It is “can we deliver it.”

So the center is the project. In this edition, deals are called projects, and one project carries the quote, the win, delivery, invoicing, and maintenance renewal.

In contract work, margin depends less on whether you won and more on who you put on it, and when. With capacity held per person and per week, you check when you can start before the quote goes out.

Maintenance contracts are revenue that continues after the win. Each has a renewal date, with a reminder before it comes up.

The problem

Winning projects, but keeping less of it?

01

You find out after winning that you cannot staff it

Nobody checked who was free when the quote went out. Once it is won, there is no one to put on it.

02

No one knows who frees up when

The workload outlook lives in the project manager’s head, so you cannot tell which work to pull forward and which to turn down.

03

Everything after delivery drifts

Acceptance, invoicing, maintenance renewals. Once the excitement of the win fades, those steps belong to no one.

The screens

Everything you open daily, organized around the project.

Screenshots show the Japanese interface. The product switches to English, Japanese, or Traditional Chinese in one click.

The capacity calendar: utilization this week, free person-days, and a 13-week grid of assigned days over capacity for four team members.

Capacity calendar

Assigned days against capacity, per person and per week. Who frees up when, in numbers rather than guesses.

The delivery list: project, company, amount, delivery stage, days in stage, due date, and planned and actual person-days for six won projects.

Delivery

Kickoff, build, review, and handover stages per project, with days in stage, due dates, and planned versus actual person-days on one row.

The quote list: four quotes with approved, draft, and sent badges, contact, company, total, and expiry date.

Quotes

Draft, sent, and approved, tracked by status. Line items build up as person-days times rate.

The project kanban: cards in approach, hearing, proposal, and quote stages, with totals and probability per stage.

Projects

Called projects, not deals. Amounts and counts by stage, from first contact to quote.

Project engine

Take missed steps out of people’s memory.

When you create this edition, the project automations are already on. They create tasks from quote requests, catch stalled projects, start the steps after a win, and track maintenance renewals, as a nightly job.

Automations create tasks, notifications, and drafts. Nothing is sent to a customer on its own; the owner reviews it first.

On by default

  • QuoteCreate a task automatically when a quote is requested
  • StalledFind stalled projects and flag them
  • ForecastReflect project changes in the revenue forecast
  • WonStart the follow-on steps when a project is won
  • RenewalTrack maintenance renewal dates and send reminders

AI

Ask in plain language,
get the answer back.

You do not have to build a report to find something out. Ask it the way you would say it, and it searches project and capacity data.

Free capacity next month, projects near their due date, stalled work, maintenance renewals coming up. All checked on the spot.

What the AI drafts stays a draft. Nothing reaches a customer until the owner has checked and confirmed it.

  • How many free person-days this week?
  • Which projects are due soon?
  • Which projects are stalled?
  • When do maintenance contracts renew?

Permissions

Keep people out of projects that are not theirs.

For contacts, companies, and projects, choose what each role can see: everything, the team, or only their own. Partner staff can be limited to their own projects, and export rights are set separately. An example setup:

Owner
Every project, capacity, billing, and permissions
Admin
Day-to-day operations and permissions
Project manager
View and edit projects, quotes, and capacity for their team
Member
Only the projects they are on

Actions are logged, so you can trace who changed what, and when.

30 days free

Try the product first.

An email address opens a demo workspace with sample data. No password to set. This edition starts with projects, quotes, capacity, and delivery already set up. Every plan comes with a 30-day free trial, no card required.

See the demo Start free

What we show you

  • The capacity calendar and how utilization reads
  • Delivery stages and days in stage per project
  • Building a quote from person-days and rates
  • What starts automatically after a win
  • Member permissions and the audit log