A CRM made for creative work
Every enquiry, client, note, file and conversation on one timeline, with a portal where clients ask for things, review proofs and approve the exact version.
Every app included. From £29 a month after the trial.
How it works
Three steps
- 1
Capture the enquiry
From your forms, landing pages or by hand. It lands as a lead in your pipeline.
- 2
Win the work
Notes, follow-ups and a quote from the lead; move it to a client in one tap.
- 3
Work together
The client portal holds requests, messages, proofs with pinned comments and approvals.
From client to project
Real screens from a demonstration workspace with made-up clients (Fernlea Bakery and others are fictional).
1. The client
Fernlea Bakery's page: contact details, a timeline of messages and every quote, in one place.
What it does today
- Leads with a pipeline and sources, including UTM tags from your forms
- Client pages with a timeline of notes, files, messages and call notes
- A client portal with secure sign-in links
- Client requests for meetings, changes, quotes or files in one inbox
- Proofs with pinned comments, and approval of a specific version
- Search across everything, notifications and quick actions
- Each business's data kept in its own private workspace
Working by hand
Add and move everything yourself; nothing is contacted automatically.
What Verity can do
- Draft emails and follow-ups for you to send
- Read a screenshot of an enquiry into a new lead
- Find anything across your clients and work
Connected to the rest of Stydyo
Where it works
In the browser: Everything.
iPhone and iPad app: Clients, leads, timelines, requests, conversations and proofs on iPhone and iPad (in testing). Proposals and contracts open on the web.
The iPhone and iPad app is in testing and isn't in the App Store yet. Everything works in the browser on a computer, tablet or phone today.
Good to know before you buy
- No video meetings built in.
- Contracts and e-signatures are on the web only.
Questions about Clients
Is this a general sales CRM?
It's built for client work: enquiries, quotes, projects, proofs and approvals, rather than large sales teams.
Do my clients need an account?
No. They get a secure sign-in link to their own portal.
What does it cost?
Every Stydyo app is included in both plans: Pro is £29 a month or £290 a year for one person; Business is £59 a month or £590 a year for up to 3 people. Try everything free for 7 days first.
Try everything free for 7 days.
Full access to every Stydyo app. Choose your plan and cancel anytime.
Start your 7-day free trialPayment method required. Your selected subscription starts automatically after 7 days unless you cancel.