An agency system that follows the work from pitch to payment
Agencies live on clients, projects and billable hours. Crux starts with the words and defaults of agency work, plus a deals pipeline and a review step on tasks.
Usually the Grow plan. Clients, projects, timesheets and billing. Add payroll by moving to Complete.
- CRM & Sales
- Projects & Tasks
- Finance & Billing
- People & HR
Pitch
to payment, one flow
Hours
against every budget
Retainers
invoiced on time
What it does for you
A pipeline for pitches
Deals move through your own stages and become a client and a project when won.
Quotes clients can accept
Priced quotes with discounts and tax, emailed from your own address; an accepted quote becomes an order.
Timesheets by project
See hours per person and per project, and compare them with the project budget.
Retainers on a schedule
Recurring invoices for monthly retainers, emailed on time with receipts for payments.
Client files in one place
Documents sit with the client and the project they belong to, in a private bucket made for your company.
See what a project earns
Revenue, expenses and profit against the project budget, visible only to people you allow.
Speaks your language
The product starts with the words your trade uses. You can rename any of them.
- Client
- Clients
- Deal
- Deals
- Project
- Projects
A normal week
- 1Capture an enquiry and follow it up
- 2Send a quote and win the deal
- 3Plan the project and assign tasks
- 4Track time and review work
- 5Invoice, record the payment, send the receipt
The apps behind it
Other industries
Run your agencies and studios on Crux
Try the demo, then tell us how you work. We set it up and you are running within 24 hours.