Features

Six pillars. The whole agency.

Snak does six things, and it does them for the way small web agencies and freelancers actually work. No bloat, no modules you'll never open. Here's every pillar, top to bottom.

Pillar · 01

Client management

One record per client. Every contact, address, and link in one quiet place — so you can answer "who, what, where" in seconds, not in three browser tabs.

  • Company records — name, website, address, status (active / inactive / archived), and a free-form overview you'll actually want to read in a year.
  • Multiple contacts per client — name, position, email, phone. The whole roster, not just the one person who emails you.
  • Activity timeline — every note, lead, hosting record, and status change, time-stamped, in one feed per client.
  • Notes and documents — pin a note, drop a Drive or Figma link, attach it to the client. Same trick on every other entity too.
  • Status & archive — soft-archive old clients without losing the relationship history.
Why it matters Generic CRMs are built around deals. Snak is built around the client — because for an agency, the deal is just a moment, the relationship is the asset.

Northbase Studio

northbase.au · 3 contacts

Active
SC
Stuart Cox

Founder

Primary
TB
Tony Baker

Technical Director

Activity

Lead won · Website rebuild 2d ago
Pillar · 02

Leads & proposals

Pipeline that stops at "won." Proposals built like spreadsheets, sent as public links, signed off in-app. The whole "yes, please" loop in one tool.

  • Lead pipeline — open, sent, won, lost. Tied to a client, never floating.
  • Proposal builder — line items, quantities, prices, tax. Edit it like a spreadsheet.
  • Public proposal link — share a URL, the client reads it on the web. No PDF email tennis.
  • Acceptance proof — clicked "accept," timestamp logged, IP and user-agent stored. You've got a record.
  • Optional terms — attach your terms to the proposal, require explicit acceptance.
  • Win / lose with reasons — close the loop with a status and a note. Future-you will thank present-you.
Why it matters Most agencies stitch together a CRM, a proposal tool, and an e-sign service. That's three subscriptions, three logins, and a hand-off every time. Snak does it in one.
Website rebuild v2 · public link
Discovery & UX $1,800
Design & build $5,400
Launch & QA $1,200
Total (ex. tax) $8,400
I accept the terms attached to this proposal.
Accepted · 3 Mar, 10:47am · IP logged
Pillar · 03

Projects & tasks

Work tracking that doesn't need its own onboarding. Tasks, assignees, time, status — all anchored to the client (or internal, if it's your own).

  • Tasks and headings — group work into sections, drag to reorder, bulk-edit when life changes.
  • Assignees and hours — multiple people on a task, each tracking their own time.
  • Status workflow — to do, in progress, done, blocked. Move things, see things move.
  • Optional client — projects don't need a client. Internal work belongs here too.
  • Tags and filters — slice a long project list by what matters this week.
  • Soft-archive — finished work disappears from view but stays searchable forever.
Why it matters You don't need Asana. You don't need Monday. You need to know what your team is doing for which client. That's it.

Discovery & UX

Stakeholder interviews
SC
2.0h
Sitemap & IA
SC JD
3.5h

Design & build

Wireframe revisions
SC
—
Component library
TB
—
Pillar · 04

Hosting register

A real register for the hosting and domains you manage. Renewals, providers, billing cycles — surfaced and tracked, not buried in a spreadsheet.

  • Hosting records — domains, registrars, DNS, server, hosting provider. One row per thing-you-manage.
  • Managed-by-you, or external — flag whether the agency manages it or the client manages it themselves.
  • Billing cycles — monthly, quarterly, annual. Snak knows when the next renewal is due.
  • Renewal email reminders — automated nudges so renewals never sneak up on you.
  • Tied to the client — every record lives on a client page, alongside their leads and projects.
  • CSV billing export — pull a list of upcoming renewals for accounting in one click.
Why it matters Other CRMs don't track infrastructure because they're not built for agencies. Yours is the only business that runs on hosting, and Snak treats it that way.
Domain Provider Renews
northbase.au Cloudflare in 4 days
acme-co.com GoDaddy 12 May
studiotwelve.io Vercel 8 Jun
helloform.app AWS 22 Aug
Pillar · 05

Recurring revenue

MRR and ARR, calculated for you. From the hosting and services you're already tracking — not a number you typed once and forgot.

  • Auto-calculated MRR — every recurring service and hosting fee rolls up automatically.
  • ARR projection — the same numbers, annualised, on the dashboard.
  • Open pipeline — see what could land, in dollars, from your active leads.
  • Win rate — percentage of recent leads won, at a glance.
  • Software & plugins register — your own subscriptions tracked too, with renewal alerts.
  • Multi-currency — supported on software records (more rolling out as we go).
Why it matters You should know what your agency makes — to the dollar — without opening a spreadsheet. Snak does the maths from data you're entering anyway.

MRR

$4,820

+12% vs last month

ARR

$57.8k

on track

Pillar · 06

Team & permissions

Bring the team in. Decide what each of them sees. Default-deny, by module — quiet by design, no accidental data leaks.

  • Invite team members — email invitation, they pick a password, they're in.
  • Permission groups — clients, leads, projects, hosting, services. Grant access per group.
  • Default-deny — new members start with nothing. You add what they need.
  • Owner / member roles — owner sees everything; members see what you say.
  • Permission-aware search — global ⌘K search respects what each person can see.
  • Soft-archive everything — deletion is rare; nothing important disappears by accident.
Why it matters Most CRMs are "everyone sees everything." That's fine for a two-person shop. It's a problem the moment you hire a contractor for one client.
JD

Jeffrey Dalrymple

Member · Marketing & UX

Clients
Leads & proposals
Projects & tasks
Hosting
Recurring revenue

And a few quiet things

The little features you'll quietly love.

⌘K global search CSV billing exports Activity timeline Notes & documents Soft-archive everything Renewal email reminders Multi-currency software register Public proposal links
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