Customers and projects, joined up.
Most agencies can tell you what a client pays them, eventually, after opening two spreadsheets and asking someone. An account record holds the agreement, the contacts, the sites, the projects and the payment history in one place, so the answer takes a second.
Ongoing-agreement fields, contact info, connected sites and the full project list - one record per account, never a spreadsheet again.
What's in it
The commercial picture
Monthly fee, retainer terms, ad-hoc rate and billing contact live on the account, so renewal and rate conversations start from facts.
Projects in context
Every project for that client with its status, quote, deposit and payment state — visible without leaving the account.
Connected sites
Sites you manage for the client link to the account, so the portfolio and the commercial record are the same object.
How it works
An opportunity closes Won
The lead becomes an account automatically, keeping its history.
Projects spawn
One per line item you quoted, with the value and scope already attached.
Billing follows
Invoices, deposits and any recurring subscription are created on your Stripe.
It stays current
Payments, project status and site changes update the account as they happen.
What you actually get
- Retainer, monthly fee and ad-hoc rate fields
- Multiple contacts per account with roles
- Project list with status and payment state
- Linked sites and their publish status
- Subscription and invoice history
- Full timeline inherited from the lead
Questions
What happens to the lead record when it converts?
It becomes the account — the same row, retagged. Everything attached to it, including tasks, notes, signals and AI summaries, survives the conversion.
Can I add an account without a deal?
Yes. Existing clients can be created directly, or imported along with their sites.
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A pipeline built for project work.
Inquiry → Lead → Opportunity → Account - the stages a web agency actually uses, with AI Insights flagging the leads worth chasing first.
Quote, send, get paid.
QuoteBuilder turns line items into a branded PDF; Stripe Connect takes the payment - all inside the project, never a separate tool.
Nothing falls through.
Tasks, notes and a full activity timeline attach to any record - inquiry, lead, account or project - so the whole job has a memory.