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CRM for an IT company and web studio

Inquiries, projects, and documents in one system, with open data exchange through webhooks and the API.

What gets in the way of selling

Leads get lost between channels

Some from the website, some in Telegram, some by referral. Every channel gathers into one funnel with sources.

The estimate and the contract drag on

The client is waiting for a quote, the task sits. Stages with deadlines show where the process stopped.

You need to connect your own systems

Task tracking and billing live separately. Inbound and outbound webhooks let you connect the CRM to your services.

A turnkey setup

What the CRM setup for your industry is made of. The system creates the base part at registration.

Fields on the card

  • Project type
  • Stack and requirements
  • Budget
  • Timeline
  • Deal stage
  • Lead source

Directories

  • Track → service → rate
  • Projects
  • Team and roles

Modules

  • Sales funnel
  • Projects and tasks
  • Documents
  • Finance and receivables

An AI agent for your scenario

The agent takes first inquiries, clarifies the brief, budget, and timeline, answers typical questions about services, and hands the manager a lead with a brief.

We will set up the CRM for your business free for 14 days

We will show the system on your processes, connect messengers and telephony, and set up an AI agent on your price list.

Workspace opens immediately · 14 days free · no card