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Use case · Service agency

The service agency

A portfolio site that captures leads, a pipeline that closes them, and projects that deliver — on one login.

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The stack WebsiteCRMProjects
Leads
Captured
Pipeline
Tracked
Projects
Delivered
1 login
For all
The stack

Modules in this setup.

Each is a starting point — turn them on, rearrange, or add more as you grow.

01 Website
Website View
Drag-and-drop builder with a real blog, CMS, and SEO.
02 CRM
CRM View
Contacts, leads, and deals in a real sales pipeline.
03 Projects
Projects View
Tasks, cycles, and custom views built for execution.
The workflow

How it runs, step by step.

01
Publish the site
A portfolio with a contact form on every page.
02
Capture the lead
Form submissions land in CRM as fresh opportunities.
03
Work the pipeline
Move deals across stages with weighted forecasting.
04
Win and kick off
A closed deal spins up a delivery project automatically.
05
Deliver and track
Tasks, cycles, and time tracking keep work on schedule.
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Built for agencies
The audience landing page — value, modules, and pricing tailored to you.
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