CRM infrastructure shaped around your businessBuild once · Add lower-cost team seats
Creative agencies CRM
Turn briefs into well-run client opportunities.
Run new-business opportunities from brief to pitch, win and handover. Begin with a full working shape, then ask your agent to adapt it as your process evolves.
Create this CRM1New brief
2Qualified
3Discovery
4Pitching
5Decision
6Won
What gets fixed
Replace fragmented work with one operating view.
01
Briefs arrive in inconsistent formats
02
Pitch responsibilities are unclear
03
Commercial and delivery handovers break down
Core outcomes
Structured briefs from day one
Clear pitch ownership and deadlines
A complete won-work handover
Included reports
Useful visibility from the first login.
These reports arrive with the starter. Your builder agent can add any metric, chart, funnel or table your operation needs.
Report 01
New-business pipeline
Report 02
Pitch win rate
Report 03
Value by service
Report 04
Decisions due
Start with creative agencies
Create the first version now. Change everything later.
Your process. Your CRM.
Build the CRM your business actually needs.
One cost to build. A smaller cost for every person who uses it.