Step 1 of 11Sent

Exit

What kind of business do you run?

Pick the closest match. We'll pre-fill your CRM so you only have to edit it.

Photographer Weddings, events, portraits 1 Videographer Weddings, brands, events 2 Wedding & event planner Weddings, corporate, parties 3 Creator / influencer Brand deals and content 4 Talent / creator manager Managing creators and deals 5 Freelancer / small agency Design, dev, marketing teams 6 Coach / consultant Programs and sessions 7 Trades / home services Quotes, visits and jobs 8 Salon / clinic Clients, treatments, rebooking 9 Real estate Buyers, viewings, offers Something else Tell us in your own words

What do you do?

In one sentence, what do you do? Optional

or press Enter ↵

What's your business called?

It becomes the name of your CRM. Watch the preview.

Business name

Website or Instagram Optional, helps us match your style

How many people will use it?

Just me 2–3 4–6 7–15 15+

Who's on the team? Optional

Owner Assistant Sales Crew / second shooter Editor Accountant Other

or press Enter ↵

Where should we send your demo?

Built by a person, for your business, within 48 hours. No call, no sales pitch.

Your name Email

Country I agree to the privacy policy. We only use your answers to build your demo and offer.

Send me an occasional email with CRM tips. Optional

or press Enter ↵

Which parts does your CRM need?

We ticked the usual ones for your business. Add or remove anything.

ClientsPeople and companies you work with PipelineEvery job from first message to done Calendar & bookingsAppointments, sessions, shoots Offers & quotesSend prices clients can accept Agreements & contractsTerms, signatures and deposits Invoices & paymentsWho paid and who still owes Revenue & profitabilityWhat you earn per job and per month Suppliers & vendorsWho you work with and what they cost Venues & locationsPlaces, capacity and contacts Projects & tasksDeliverables and who does what Accounting & expensesCosts, expenses and your books Inventory & stockProducts, materials, what is in the depot

or press Enter ↵

What do you want to see first?

Pick up to 4 things for the top of your main dashboard. The preview shows them with example numbers.

of 4 picked

Revenue this monthHow much you have earned so far this month Profit per jobWhat you keep after costs, per job New inquiriesPeople who contacted you and are waiting for a reply Coming up this weekShoots, events or bookings in the next 7 days Today's scheduleEverything booked for today, in order Unpaid invoicesMoney clients still owe you Deposits dueBookings still waiting for their deposit Open dealsThe total value of work you are still negotiating Tasks dueWhat you or your team need to do next Inquiry → bookedHow many inquiries turn into paying clients Best clientsThe clients who bring you the most work Team workloadHow busy each person on your team is

or press Enter ↵

How does your work flow?

We filled this in for your business. Change anything that's different for you.

Your stages, from first message to done

What you note for each client Tap to switch on or off

or press Enter ↵

What should it do for you?

Tick what would save you time. Add anything else in your own words.

Anything else it should do? One per line, optional

Extras Optional

Inquiry form on your website Email templates Team roles & permissions Client portal Mobile-first for on-site use Multiple languages AI assistant

Connect with Optional

Google Calendar Gmail / Outlook Stripe / payments Calendly Instagram WhatsApp Google Drive / Dropbox Zapier

Tasks, notes, files, search and your dashboard are always included.

or press Enter ↵

Make it look like you.

Your logo and color go straight into the preview.

Upload your logoPNG, JPG or SVG Click to replace

Brand color

#C2553B #2F6B57 #5847D8 #1F63E0 #B0436E #C27C0E #2C6E8F #111113 +Custom color

Style

Clean & lightWhite sidebar, calm and neutral Dark sidebarA dark frame around your work Bold colorYour brand color front and center

or press Enter ↵

Where is your information today?

We can bring it into your new CRM.

Excel Google Sheets Notion Paper / notebook WhatsApp Email inbox Another CRM Nothing yet

Using a spreadsheet? Upload it.

We'll turn it into your CRM: same columns, same logic. Your demo uses sample data shaped like your sheet, never your real client data.

We found these columns:

Roughly how many clients or records?

Under 100100–500500–2,0002,000+

Import my existing data into the new CRM

Add photos or screenshots

or press Enter ↵

Timing and budget.

When do you need it?

As soon as possibleWithin a month1–3 monthsJust exploring

What budget do you have in mind?

Up to $2,000$2,000–3,500$3,500–5,000$5,000+Not sure yet

One-time price. Packages start at $1,780 including installation.

Do you have web hosting?

Yes, cPanelYes, VPS / otherNoNot sure

No problem. We'll recommend one, in your name, and install everything.

Anything else we should know? Optional

or press Enter ↵

Here's your CRM, so far.

Business
Parts
Dashboard
Stages
Client fields
Automations
Extras
Team
Demo goes to

Estimated price for everything you picked ·

–

One-time payment. The range covers details we confirm in your blueprint; your fixed price comes in writing with your demo.

Need it fast? Rush delivery (half the time) is available for +30%.

✓ Fits your budget ().

That's above your budget (). Two honest ways to go:

This is our smallest package. It's the closest we can get to your budget. Paid in two parts: 50% to start, 50% before installation.

✓

Thanks.

We're tailoring now. Your demo and fixed price arrive at within 48 hours.

Your demoA working preview built from your answers.
Your fixed priceIn writing, with exactly what's included.
You decideNo calls, no pressure.

Back to the website

Live preview · updates as you answer

BoardListCalendar

WeekDayMonth

Your stages appear here

Your client fields appear here

Automations

A first sketch. Your real demo is designed around how you work: a board, a timeline, a table or a dashboard.