CRM with project management
CRM with project management for agencies and service businesses.
Move from sales to delivery without losing context. Turn leads into proposals, proposals into projects, and projects into client-visible progress — all in one workspace.
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Pipeline
$142k
+18% vs last month
Proposals
12
3 awaiting decision
Active projects
7
2 launching soon
Leads pipeline
This week
New
14
Qualified
9
Proposal
6
Won
3
AI Assistant
Follow-up drafted for Priya (Vertex)
"Hi Priya — following up on the audit findings we shared Tuesday. Ready to walk you through the migration plan whenever works."
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Next best actions
Send Vertex proposalDue today
Approve Atlas milestoneReady for review
Invoice · Helios Studio$4,800 due Fri
Payments due$18.2k
Helios$4.8k
Atlas$7.2k
Vertex$6.2k
Why one system
Sales and delivery finally share the same source of truth.
One pipeline
Leads, deals, proposals, and active projects visible in one place.
No lost context
Every meeting, note, and file follows the client from sales to delivery.
Faster handoffs
Approved proposals convert into projects and client portals in one click.
Cleaner reporting
Sales, delivery, retainer, and revenue metrics in one dashboard.
Client portal included
Show progress, files, and payments to the client — no separate tool.
AI across both
Draft follow-ups, meeting summaries, and status updates in-context.
CRM + project management FAQ
A single system that manages sales pipelines and delivery workflows together, so leads, proposals, projects, and client updates share the same context.
30-day Growth trial · No credit card
One system for sales and delivery.
Start your 30-day Growth trial and stop paying for two tools that don't talk to each other.