For design studios
CRM and invoicing for design and branding studios
A studio lives on briefs, revisions and the advance that lets the work start. Track every enquiry until it becomes a project, bill the advance and the balance as separate invoices, and see which work actually paid.
- 14-day free trial
- No payment to start
- Pay by bKash or bank
Brand identity
Nodi Travels · due 30 Nov
Agreed value
৳120,000
- Advance, 50%৳60,000Paid
- 2First drafts, 25%৳30,000Invoiced
- 3Final delivery, 25%৳30,000Not yet billed
Received
৳60,000
Costs
৳18,500
Profit so far
৳41,500
Sound familiar?
What gets in the way for design studios
Briefs that go quiet
A promising enquiry gets a proposal, then nobody follows up and it disappears.
Advances and balances in one muddle
Fifty per cent up front, the rest on delivery, and a single invoice that cannot say which half is due.
Not knowing which clients are worth it
Freelancers, fonts and stock images are paid for, but never set against the project they were for.
How it helps
Everything in one place, built for how you work
A pipeline for every brief
Each enquiry on a board with its value and its next follow-up date, so a proposal never goes unanswered by you.
More about leads and projectsMilestones billed one at a time
The advance and the balance are separate invoices, each chased for its own amount when it falls due.
More about leads and projectsInvoices that look like your studio
Your logo and brand colours on every invoice, a PDF for the client to download, and on-screen signatures from both sides.
More about invoicingCosts set against each project
Record freelancers, fonts and stock against the project, and see income, expenses and profit for any period.
More about leads and projects
How it fits in
An ordinary month, start to finish
No installation and nothing to download: it runs in the browser on a laptop or a phone.
- Step 1
Log the enquiry
From Instagram, a referral or your website, with what the work might be worth and when to follow up.
- Step 2
Win it and start the project
Convert the lead to a client in one step and set up the project with its value and deadline.
- Step 3
Bill the advance
Invoice the first milestone, with your bKash and bank details on it, and record the payment when it lands.
- Step 4
Deliver and bill the balance
Invoice the final milestone on delivery. If it goes unpaid past its date, the reminder goes out for you.
FAQ
Questions about the CRM for design studios
What owners like you ask before they start a trial.
Something else? injamam@deenlytics.com
Can I take an advance before starting the work?
Yes. Split the project into milestones such as an advance and a balance. Each milestone is billed as its own invoice when you are ready.
Can invoices carry my studio’s branding?
Yes. Upload your logo and choose your brand colours in settings, and they appear on your invoices and in your clients’ portal.
Can I track freelancers I pay for a project?
Yes. Record each payment to a freelancer as an expense against the project, in taka or dollars, and it counts against that project’s profit.
Other kinds of agency
Run a different kind of agency?
- For IT and web agenciesFor web and software agencies with domains, hosting and maintenance to renew for every client.Read more
- For video productionFor video and production houses with shoots, edits and costs to bill and recover.Read more
- For marketing agenciesFor digital marketing agencies with monthly retainers and a steady flow of new enquiries.Read more
Try it with your own clients for 14 days.
Setting up takes a few minutes, and no payment is needed to start.