Client management
Every contact, address, and overview lives on one client record. The relationship — not the deal — is the unit of work.
Northbase Studio · 3 contacts · Active
12 clients
Clients, proposals, projects, hosting, and recurring revenue — all in one quiet place. Built by an agency, for agencies and freelancers who'd rather be working than wrangling spreadsheets.
The state of things
Client details in one tool. Proposals in another. Hosting renewals in a spreadsheet you opened last March. Project tasks in a third app. Time tracking, sort of, in a fourth. And by the end of the month you still can't say — to the dollar — what the agency actually made.
We've been there. So we built the one thing it should have been all along.
What's inside
The bits a small agency actually runs on. If you don't need it, we didn't build it.
Every contact, address, and overview lives on one client record. The relationship — not the deal — is the unit of work.
Build proposals, share a public link, get them signed off in-app.
Tasks, assignees, time tracking, drag-to-reorder. Tied to a client, or internal — your call.
Domains, providers, billing cycles, renewals. Surfaced and tracked.
MRR and ARR, calculated automatically. No spreadsheets.
Bring the team in. Decide what each of them sees. Default-deny by module.
And a few quiet things
⌘K global search CSV billing exports Activity timeline Notes & documents Soft-archive everything Renewal email remindersHow it works
One client record, three obvious moves. Everything else falls out of that.
Step one
Company details, contacts, address, website. A short overview you'll actually want to read in a year. The whole relationship lives on one page.
Step two
Build a line-item proposal in minutes, share a public link, watch them accept it. Tax handled, terms attached, signature timestamped. You move on.
Step three
Spin up the project, assign tasks, log time. Hosting and services you've added quietly become MRR on your dashboard. Renewals get pinged. You stay calm.
Why Snak
We're an agency. We know what a generic CRM doesn't track — because we spent years bolting those things on the side.
Most CRMs
Most CRMs treat hosting as a line in a Google Doc someone forgot to update.
Domains, providers, billing cycles. Tracked. Renewals pinged. The agency-shaped problem nobody else solves.
Most CRMs
Most CRMs ask you to type your MRR into a field and then never update it.
MRR and ARR come from your hosting and services — automatically, in real time, every time you change anything.
Most CRMs
Most agencies use three tools for proposals — and a separate one for the signature.
Public link, line items, terms acceptance, IP timestamped. The whole proposal-to-yes happens in one place.
Most CRMs
Most CRMs scatter notes across tabs, modules, and "attachments" you never find again.
Pin a note or a Drive link to a client, a lead, a hosting record, a service. Same component. Every entity.
Built by an agency, for agencies. The way it should have been all along.
Free while we're in beta. About a minute to sign up. Try it on a real client this afternoon.
Create your free accountOr just say hi — hello@snak.io