Taking on too much, and the work gets thin
New work gets accepted without checking who is already full. Once it starts, the review prep and the reports stop keeping up.
Revenue CRM for consulting & agencies
Take on the right amount.
Keep every renewal.
Capacity in the manager’s head, contract end dates in a spreadsheet, review meetings in someone’s memory. This edition puts capacity, free time, retainers, and renewals in one place, so you decide on new work with numbers and start renewals 90 days ahead.
- Free capacity by person and week
- Renewals start 90 days ahead
- Screens built around retainers
The question is not “can we win it.”
It is “will it continue.”
On monthly retainers, revenue builds from the clients who stay, more than from the next win. So this edition centers on what happens after the win. Put a contract end date on the engagement, and 90 days before it you get a renewal outreach task and a renewal engagement, then a renewal prep task at 60 days.
Clients stay when the work does not get thin. With capacity held per person and per week, you check who frees up when before you take on something new. Taking on too much and turning work down both become a call made on free person-days, not a feeling.
Retainers can also live on the subscriptions screen, where MRR, ARR, and churn are calculated from the contracts.
The problem
Busy all month, but revenue is not building?
Turning work down, and leaving revenue behind
Someone frees up next month, yet the answer today is “we are full.” When free time is not visible in numbers, the call always errs on the safe side.
The renewal talk starts at the last minute
Contract end dates live in someone’s memory. By the time anyone notices, it is too late for the renewal conversation and for the upsell.
Retention engine
Take missed renewals out of people’s memory.
When you create this edition, the retention automations are already on. They catch stalled engagements, create a review task for customers you have not contacted in a while, and line up renewal tasks and the renewal engagement 90 days before the contract ends, once a day.
Automations create tasks, notifications, and drafts. Customer emails go out only from automations you have turned on yourself, with the recipients and wording you chose. AI drafts are checked and edited by a person before use.
On by default
- StalledFind stalled engagements and flag them
- WonWhen an engagement is won, create an order-processing task
- HealthScore every customer nightly from the last contact date and open support requests
- ReviewCreate a task to schedule a review meeting for customers not contacted in 60 days (adjustable)
- ReportFor customers past 80 days with good or fair health, AI drafts an outcome report outline
- Renewal prepCreate a renewal prep task 60 days before the contract end date
- Renewal outreachCreate a renewal outreach task 90 days before the contract end date
- Renewal engagementCreate the renewal engagement 90 days before the contract end date
- Upsell timingFor healthy customers renewing within 90 days, AI notes whether to propose more now, with the renewal, or hold, with the reason and first move
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 capacity, contracts, customers, and attached documents.
Free capacity this week, contracts renewing this month, customers who need attention. All checked on the spot.
Ask and it will also add contacts or tasks for you. The AI never emails a customer.
- How many free person-days this week?
- Which contracts renew this month?
- Which customers are at risk of churning?
- What makes up our MRR?
Permissions
Keep people out of accounts that are not theirs.
For contacts, companies, and engagements, choose what each role can see: everything, the team, or only their own. Freelancers can be limited to the customers and engagements they own, and export rights are set separately. An example setup:
- Owner
- Every engagement, capacity, contract, and permission
- Admin
- Day-to-day operations and permissions
- Manager
- View and edit customers and engagements for their team
- Member
- Only the customers and engagements they own
Contacts, companies, and engagements keep a change history, 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 puts capacity, retainers, and renewals on its main screens. Every plan comes with a 30-day free trial, no card required.
What we show you
- The capacity calendar and how utilization reads
- Renewal tasks and engagements created from the contract end date
- MRR and churn calculated from retainers
- Customer health scores and review tasks
- Member permissions and change history