Qualify and quote
Move enquiries through discovery, scope review, proposal and approval with an owned next step.
Analogy IT CRM
CRM for IT, web and creative agencies
Connect the sale, the delivery and the ongoing support
Give sales, delivery and support one place to understand the client—without losing scope decisions, approvals or recurring work between tools.
Common workflow problems
- Discovery notes and proposal follow-ups are disconnected from delivery.
- Content, approvals and credentials create avoidable project delays.
- Retainers, renewals and support requests are easy to miss after launch.
A practical workflow
Collect what delivery needs
Keep client content, files, requests and approval history beside the project.
Manage launch and handover
Track delivery tasks, review, launch readiness and the information handed back to the client.
Retain and support
Connect maintenance plans, renewals, tickets, invoices and client communication.
Useful outcomes
- Cleaner handoff from sales
- Fewer content bottlenecks
- Visible approvals
- Recurring work kept in view
Designed around the real client lifecycle of web studios, managed IT providers, creative teams and digital consultancies.
Does it replace a project-management tool?
It can manage practical client delivery tasks and stages. A beta review will confirm whether your team needs a deeper specialist tool alongside it.
Can clients upload files and approve work?
The client portal supports files, requests and updates, and the agency setup includes workflow guidance for content and approvals.
Can it track retainers and ongoing support?
Yes. Retainers, recurring plans, invoices and support tickets can stay connected to the same client record.