For web and marketing agencies, design studios, photographers, videographers, software companies and freelancers. This is the part we know best: Result Studio started as the system our own agency runs on, and it still is.
The board reads Qualified, Contact made, Proposal sent, Negotiation, Won, with Clients and Proposals. Queues for Support, Billing and Marketing, and a project board of Planned, In progress, Review, Done.
If that sounds like the standard setup, that is because agencies are the shape most business software was designed around. The difference here is that the support desk, the project boards, the live chat and the invoicing are the same product rather than four subscriptions.
None of it is locked. Rename anything, add stages, delete what you do not use.
Web forms and live chat on your own site create the enquiry directly, so a lead is a record rather than an email you meant to action. Proposals go out as a PDF the client accepts online, and the acceptance is recorded against the deal.
Boards with phases, sections, tasks, subtasks and comments, built from templates so the fifteenth website runs like the first. Share a read-only progress page with the client by link, so the status email stops being a weekly job.
Retainers and hosting bill themselves on a schedule. Support requests come into a queue with response deadlines, so a managed client gets answered rather than whoever shouts loudest. Time spent per client is visible month by month.
Yes. Codesky runs on it: the pipeline, the support desk, the projects and the invoicing, with our full sales and support history imported into it from the tools we used before. When something is awkward we tend to find out before customers do.
Not to the level a time-and-materials agency needs. You can see time spent per client at a monthly level, but there is no per-task timer that rolls onto an invoice. Fixed fee and retainer work is well covered; hourly billing is not.
Both, and we have done exactly that with our own data. Deals, contacts and companies import from CSV with mapping and a preview. Tickets import from an XML export including the message threads, and can be brought in as a hidden archive so they do not clutter the live queue.
No. You can see who owns what and what is due, but there is no capacity or utilisation planner showing who is over-booked next month.
Not yet. Invoices carry your bank details. Card payment is being built next.
A hundred business types to choose from, each with a board and wording that already fit. Free while we are in beta.
