The client directory
Before there is a project, there is an enquiry. The CRM is where a phone call from a prospective client becomes a record, and a record becomes a job.
First, the directory. Every client the studio has served lives here — Korba Roasters, Arkan Medical Center, Mrs. Rania Lotfy — one row each, with the work tied to them.
The sales pipeline
Now the pipeline. This is the sales side: every deal the studio is chasing, laid out left to right from first contact to closed.
Five stages — New, Contacted, Proposal, Won, Lost. A deal sits in exactly one, and moves right as it gets warmer.
Each column adds up its deal value, so the whole pipeline is one number at a glance: how much work is potentially coming in.
Two of these are already won — the Korba café and the Sodic twin villas, both real jobs now.
From a won deal to a project
When a deal is won, it converts straight into a fit-out project. No retyping the client, the scope or the value — they come with it.
Logging a fresh enquiry
And a fresh enquiry? Log it once, with a contact and a value, and it lands at the top of the pipeline ready to work.
The habit that matters
The habit for the owner: every enquiry goes in here, even the long-shot ones. A deal not in the pipeline is a deal you will forget to follow up next month.
What just happened
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The client directory
Before there is a project, there is an enquiry. The CRM is where a phone call from a prospective client becomes a record, and a record becomes a job.
-
The sales pipeline
Now the pipeline. This is the sales side: every deal the studio is chasing, laid out left to right from first contact to closed.
-
From a won deal to a project
When a deal is won, it converts straight into a fit-out project. No retyping the client, the scope or the value — they come with it.
-
Logging a fresh enquiry
And a fresh enquiry? Log it once, with a contact and a value, and it lands at the top of the pipeline ready to work.
-
The habit that matters
The habit for the owner: every enquiry goes in here, even the long-shot ones. A deal not in the pipeline is a deal you will forget to follow up next month.
Open customers Opens Taskity in your own project.