A won prospect becomes a client in one step
Prospects move along their own pipeline, the client card sits next to its projects, and quotes are built with VAT in the same place. A won prospect becomes a client and you open its first project from there, without re-entering anything.
Every client on its own card
Clients, contacts and departments are kept in CRM, and a client's card shows its active projects. Client and contact records are on every plan, Free included.
- Clients, contacts and departments
- Active projects on the client card
Move prospects along the pipeline
Prospects move across stage columns, and you can bring in your existing list from Excel by mapping its columns. The Today tab brings forward prospects that are waiting without a follow-up task. With Business Growth you set up your own stages.
Build the quote with VAT
A line-item table, 1%, 10% or 20% VAT and a total calculated on the server. You download the quote as Excel and track it as draft, sent, accepted or rejected.
Win, and the client is created
A prospect in the Won stage becomes a client in one step and its details carry over. You open the first project from there, with no copy-paste between sales and production.
- One step from won prospect to client
- No re-entering client details
Production continues on the same platform
The new project runs with its tasks, shoots and ReView content on the same platform. Give the client a free client account and they follow their projects, content waiting for approval and files in the Client Portal.
Works with the rest of TodoMore
Projects
A won prospect becomes a client; the first project opens from the client card.
Calendar and Planning
Shoots for the client's projects are planned on their own pages, with crew and gear.
TodoTime
Per-task time tracking and timesheets accumulate on the project.
Core
Client Effort shows the hours spent per client; Finance shows income and expenses per project.
CRM questions
Is the CRM actually connected to my projects?
Yes. When a won prospect becomes a client, its details carry over; the client's card is linked to its projects and you open the first project from there. You never enter the same information twice.
Do I still need a separate CRM tool?
For most creative teams, no. With a separate CRM, the project gets opened by hand in another tool once the work is won. Here the prospect pipeline, quotes and production share one platform, so a won prospect becomes a client and its project opens without re-entering data.
Can my clients see where their project stands?
Yes. You give the client a free client account (unlimited on paid plans) and they see their projects, content waiting for approval and files in the Client Portal, without joining your internal workspace.
Which plans include CRM?
Client and contact records are on every plan, Free included. Prospects, quotes, sales follow-up tasks and Excel prospect import come with Business Lite; your own pipeline stages and client statuses with Business Growth.
Bring your prospect list first, the rest later
Import your prospect list from Excel by matching its columns (Business Lite), then open your first projects from the prospects you win. Your first workspace opens with 30 days of Business Growth, no credit card required.