CRM infrastructure shaped around your business

Blueprint

Creative agency new business

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For agencies winning new clients — briefs, pitches, proposals and won work, with fields for budget and services.

Start with this blueprint

14-day free trial. Your AI agent can change anything afterwards.

Pipeline

1. New brief2. Qualified3. Discovery4. Pitching5. Decision6. Won

6 fields

  • Client
  • Project
  • Service
  • Brief
  • Decision date
  • Budget

Quick actions

  • Add brief
  • Qualify brief
  • Start pitch

Reports and lists

  • Needs attention
  • New this week
  • Unassigned
  • 2 automation rules

Your process. Your CRM.

Build the CRM your business actually needs.

One cost to build. A smaller cost for every person who uses it.

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