All-in-one workspace
All-in-one workspace for agencies
Clients, proposals, projects, time, client portals and invoices in one place, so your team stops switching between apps.
Free plan, no card needed. Or book a demo.
One login instead of six
A typical small agency runs a CRM, a project tool, a time tracker, an invoicing app, a scheduling link and a chat app. Each costs money, and none of them talk to each other without extra work.
startbuddi puts those in one workspace with one client record running through all of them. A lead from your form becomes a deal, the signed proposal becomes a project, the hours and expenses show against the budget, and the invoice is paid through Paystack or Stripe.
What it replaces, and what it does not
- Replaces: CRM, project management, time tracking, invoicing, bookings, forms and landing pages.
- Also includes: email and WhatsApp campaigns, automations and Chip.
- Does not replace: design tools, a multi-page website builder or accounting and payroll.
See startbuddi for agencies for how a day looks.
- One client recordFrom lead to paid invoice.
- Projects and portalsDelivery the client can follow.
- Time and budgetsHours and costs per project.
- Fewer subscriptionsOne plan instead of several.
Board
Leads to signed, on one board.
Your stages, your deals, and a paid invoice that marks the deal won.
- Start with New Leads, Qualified, Proposal Sent, Negotiation, Won and Lost
- Double-click a stage title to rename it. Deals are never deleted with a stage
- Mark as won or Mark as lost, with an optional reason
Budget & portfolios
Projects with budgets and hours.
Money and hours budgets, time logged and expenses linked from Money Manager.
- Expenses from Money Manager, linked to the project
- Hours burn-down against the hours budget
- Group portfolios by health, status, owner or client
Set it up
A portal for every client.
Progress, approvals, files and invoices in one branded page per client.
- Link one or more projects; nothing shows until you share it
- Your brand colour is kept readable on buttons, with your logo and welcome note
- Live or Paused: nobody can sign in to a paused portal
Same workspace
The tools you use every week, in one login.
One client record runs through all of them.
04
Follow-ups that run themselves
Follow-ups that run themselves.
Explore Follow-ups that run themselves
05
Your team, leave and onboarding
Your team, leave and onboarding.
Explore Your team, leave and onboarding
06
Meetings, drop-ins and webinars
Video meetings clients join from a link, drop-ins for your team, and webinars that run live from Starter.
More about meetings
Plans
Start free, add the rest when you need it
The CRM, projects, invoices, bookings, forms and pages are on every plan, including Free. Marketing, automations, WhatsApp and SMS unlock on Starter ($29 a month), with a 30-day free trial.
- Free Included, free forever $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
Keep reading
Solutionstartbuddi for Creative Agencies
TemplatesAgency website templates
BlogHow startbuddi replaces your CRM, PM, email, invoicing and booking tools
BlogAll-in-one workspace vs 5 separate tools: which actually costs more?
ProductCustomers
ProductWork
ProductMoney Manager
ProductMarketing
ProductPublish
Questions people ask
What is an all-in-one workspace for agencies?
One app for the business side of an agency: clients, proposals, projects, time, portals and invoices, sharing one client record.
Will it replace my design or accounting software?
No. It is not a design tool, and it keeps cash-basis records rather than full accounts. Export a CSV for your accountant.
Can clients see project progress?
Yes, in a client portal they sign in to with an email link. Inviting clients unlocks on Starter.
Does it include video meetings and client reports?
Yes. In startbuddi Live, clients join meetings from a link and your team talks in drop-ins, and from Starter you add webinars, recording and Chip notes. Analytics gives each client its own dashboards and reports.
What does it cost?
Start free. Starter is $29 a month and Growth $79 a month with 5 seats, each with a 30-day trial.
Run the whole business from one place.
Start with your clients and your invoices. Add projects, bookings and marketing when you are ready.
Free plan available. Every paid plan starts with a 30-day trial.