Coming nextPaid by roomClients and feedback · two tools, one login
Feedback in one place.Not five email threads.
Your clients see the work, leave notes right on it and approve it. Your logo goes on the portal, not ours. The CRM keeps every client, project and next step in one list.
[Your logo]Acme PlumbingVan wrap and shop sign2 notes open. Send them, or approve as is.Request changesApprove V3
V1 · Oct 2V2 · Oct 9V3 · LatestCompare with V2
Click anywhere on the work to pin a note to that spot.
01 · The CRM · what your team sees
Every client.One list.
Every client, every project and the next step, in one list. It shares clients and files with the portal, so nothing gets typed twice.
Clients5 activeAll · 5Waiting on client · 1Due this week · 4
| Client | Project | Stage | Next step | Due |
|---|---|---|---|---|
| Bluebird Yoga | Class posters | Approved | Send final files | Today |
| Acme Plumbing | Van wrap and shop sign | Client review | Acme approves V3 | Oct 20 |
| Harbor Dental | Website refresh | Feedback | Sort round 2 notes | Oct 21 |
| Fernwood Bakery | Menu boards | In production | Send first proofs | Oct 22 |
| Ridgeline Roofing | Truck photos | Kickoff | Book the shoot day | Oct 27 |
02 · Why agencies want it
What it fixes.
Now
With the portal and CRM
Feedback is spread across email, texts and calls.
Every note sits on the work it’s about, in one place.
Nobody can say who approved what, or which version.
Every approval is saved with a name, a date and the version.
Clients chase you for a status update.
They see the stage and the next step without asking.