One contact, the whole context
Contact details, projects, briefs and proposals connected in a single record.
Your next step
starts with context.
Keep the contact, briefs, proposals and responses together. Return to an opportunity knowing what has been discussed and what needs to happen next.
Actual app · Fictional studio and project dataEnlarge screenshot
Keep the conversation
moving forward.
From the first contact to the proposal, bring together what you need to pick up each project with context.
A concrete next step
Note what needs to happen and when. Notes and follow-up are private to your studio.
Responses that stay with you
Read submitted briefs and continue from what your client has already shared.
Screenshots and details from the actual app, using fictional data.
What they share today
shapes what you propose.
Prepare a form, share it and collect responses alongside the project. The next proposal starts with context.
Discover configurable briefs
From the first hello
to the next step.
One connected workflow. Your own way of working.
A little more
clarity.
Does a visit mean my client read it?
No. A visit does not establish readership or identify a person. Link responses and acceptance have separate statuses.
Does it include acceptance or signing?
The email-code acceptance flow is implemented and awaits production-provider validation. It is not presented as a qualified electronic signature. Examples do not record agreements.
Is this a full CRM?
It is simple contact and opportunity management connected to briefs and proposals. Advanced sales automation and team management are not included.
