Creative & Project-Based demo
Owner viewWatch margin, retainer burn, milestone approval, and capacity utilization.
Approval queue
Deliverable approval
6 open
Retainer burn
14h left
CRM Pipeline
Personalized lead-to-cash flow before estimates and invoices.
Role-aware CRM pipeline
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Pipeline
$37,092
Proposal Value
$4,288
Won Value
$7,616
Active Deals
5
New
1Bloom Brand Co
Newhello@bloombrand.com
$15,156
Creative Director
Portfolio inquiry
Qualify need
Qualified
1LaunchPad App
Qualifieddesign@launchpad.com
$10,032
Designer
Website
Schedule walkthrough
Proposal
1City Cafe
Proposalowner@citycafe.com
$3,328
Copywriter
Renewal
Send proposal
Approved
1Fitness Studio
Approvedinfo@fitstudio.com
$960
Project Manager
Outbound
Collect approval
Won
1Urban Realty
Wonmarketing@urbanrealty.com
$7,616
Creative Director
Referral
Convert to work
Project Board
Coordinate deliverables, revisions, approvals, and milestone billing.
81% on time
Deliverable Approvals
Show clients exactly what needs approval before invoicing the milestone.
6 approvals
Retainer Budget
Track hours, scope changes, and margin across recurring creative work.
34% margin