Agency Collaboration CRM

Streamline your freelance and agency workflows

A modern CRM built for freelancers and agencies to eliminate lost proposals, reduce scope creep, and delight clients with seamless experiences across proposals, milestones, proofing, and invoicing.

Trusted by creative agencies
Modern, elegant product-inspired hero visual for CRM

The Core Problem

Small creative agencies and freelancers face disorganized workflows, lost proposals, fragmented feedback, and scope creep, leading to revenue loss (e.g., $800 disputes) and client churn. Manual time tracking and delayed invoicing consume 10+ hours/week. This self-hosted, web-based CRM streamlines proposals to invoicing, centralizes proofing, and automates milestone tracking—delivering efficiency and professionalism without recurring costs.

  • Disorganized workflows and lost proposals
  • Fragmented feedback and scope creep
  • Manual time tracking and delayed invoicing
  • Revenue loss and client churn

Outcome

A single, role-based system that automates your workflows, centralizes feedback, and helps deliver consistent, professional experiences.

Designed for Every Role

Owner / PM

Oversees projects, manages team, configures settings, and reviews reports. Full access to all features and dashboards.

Team Member

Logs time, uploads proofs, and handles client revisions. Limited to task-specific actions and visibility.

Client (Portal)

Views proposals, approves milestones, marks up proofs, and receives updates. Restricted to portal-based interactions.

Owner/PM Dashboard

Centralize project management with live insights and alerts for smooth operations.

  • Active Projects: Lists ongoing proposals and milestones with statuses
  • Milestone Tracker: Displays progress bars with variance alerts
  • Team Insights: Shows time logs and task completion rates per Team Member
  • Revenue Snapshot: Offers daily/weekly/monthly revenue views, broken down by milestone or client
  • Proofing Activity: Highlights recent uploads and revision counts with links to galleries
  • Alerts: Pushes notifications for overdue approvals, milestone delays, or client feedback
Owner/PM Dashboard preview

Standard Plan

Core tools to streamline proposals, milestones, proofing, and invoicing for efficient agency management.

Proposal Builder & Accept Flow

Included

Create professional proposals with drag-and-drop templates and automatic milestone splitting upon client approval.

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Milestone Tracking

Included

Divide projects into milestones with progress bars, deadlines, and automatic variance alerts.

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Proofing Gallery

Included

Upload proofs to a secure local gallery where clients can annotate and request revisions with limits.

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Time Log & Timesheet Export

Included

Log hours with one-tap entries tied to tasks, then export detailed timesheets for billing.

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Client Portal

Included

Secure self-service portal for clients to review proposals, track milestones, and approve work.

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Weekly Reminders with Opt-In

Included

Schedule opt-in email reminders to keep clients engaged and projects moving forward.

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Invoice Generation from Milestones

Included

Automatically generate branded invoices upon milestone completion with auto-numbering.

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Project Timeline

Included

Chronological view of all project activities, accessible by all roles for context.

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Revision Counter & Limits

Included

Track and limit revisions per milestone to enforce scope and prevent unlimited changes.

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Local File Storage

Included

Securely store proofs, timesheets, and invoices on your server with role-based access.

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Task Assignment

Included

Assign tasks within milestones to team members with deadlines and notifications.

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Basic Reporting

Included

Access real-time reports on project completion, revenue trends, and team performance.

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Only $99 one-time payment

Unlock the complete base platform for your entire team.

  • Unlimited projects
  • Email notifications
  • Role-based access
  • Client portal

Add advanced capabilities anytime with add-ons.

All Add-ons

Extend the platform with advanced automation and insights — $20-35 each.

Auto-Respond Milestone Reminders

$25/mo

Send gentle nudges if clients haven't approved milestones within set thresholds.

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Circular Waitlist / Slot Offers

$22/mo

Automatically offer cancelled project slots to waitlisted clients.

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Multi-location / Branch Support

$35/mo

Manage projects across branches with unified dashboards and separate metrics.

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Advanced Reporting & Analytics Dashboard

$28/mo

Interactive visuals and exportable reports for in-depth analysis.

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Gift Cards & Vouchers

$20/mo

Create and redeem digital cards for project credits.

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Milestone Deposits / Prepayments

$24/mo

Require deposits for high-value milestones during approval.

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WhatsApp Integration

$26/mo

Send notifications to personal or group chats mirroring email triggers.

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Custom Field & Flexible Layouts

$21/mo

Add tailored fields to projects for unique workflow needs.

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Template Library

$23/mo

Save and apply reusable proposal templates with one click.

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Automated Follow-Up Campaigns

$27/mo

Send timed offers post-project to encourage repeat business.

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Client Segmentation & Targeting Tags

$29/mo

Tag clients for personalized bulk campaigns.

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WhatsApp Media Addon

$20/mo

Attach files like proofs or invoices to WhatsApp notifications.

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WhatsApp Notification Addon

$99

Send and receive unlimited WhatsApp messages and notifications.

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WhatsApp Media Notification Addon

$25/mo

Send images and media through WhatsApp notifications.

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Telegram Notification Addon

$35

Send notifications and reminders via Telegram.

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Custom SMTP Addon

$30

Integrate your own SMTP server for email notifications.

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Quick Comparison

Standard Plan

Complete base platform for daily operations

$99 one-time
  • Proposal Builder & Accept Flow
  • Milestone Tracking
  • Proofing Gallery
  • Time Log & Timesheet Export
  • Client Portal
  • Weekly Reminders with Opt-In
  • Invoice Generation from Milestones
  • Project Timeline

Custom Add-ons

Pick-and-choose advanced capabilities

$20-35 each
  • Auto-Respond Milestone Reminders
  • Circular Waitlist / Slot Offers
  • Multi-location / Branch Support
  • Advanced Reporting & Analytics Dashboard
  • Gift Cards & Vouchers
  • Milestone Deposits / Prepayments
  • WhatsApp Integration
  • Custom Field & Flexible Layouts

What Agencies Are Saying

“Our disputes dropped and repeat business increased within weeks.”

— Amara, Agency Owner

“Scope creep is basically gone. Huge relief for the team.”

— Luis, Project Lead

“Client feedback and proofs help me deliver personalized work every time.”

— Rina, Senior Designer

Ready to transform your agency workflows?

Start with the Standard Plan and add advanced features anytime.