Crewtiful
CLIENT WORK. ALL CONNECTED.

Good work
has a flow.

Crewtiful brings your client pipelines, deals, and workflow automations together. Less chasing the next step. More making it happen.

Join the waitlist. Be part of what comes next.
BUILT FOR Creative studios & service teams In development
FROM HELLO TO HANDOFF
O
Olive & Co.A new idea. A new opportunity.
CLIENT OPPORTUNITYNegotiating

Something worth
making together.

Brand & website project$12,000
NEXT IN YOUR WORKFLOWShare the proposal
Everything has a next step.
A great conversation.

Keep the client, scope, deal value, and next step together.

Illustrated workflow · fictional deal
A CONNECTED WORKSPACE FOR CLIENT WORK

The big picture.
And every little next step.

Crewtiful is agency management software for creative studios, digital agencies, content teams, and production companies. Manage client opportunities, turn signed deals into projects, and coordinate your team through delivery.

01 Shape your pipeline 02 Keep deals moving 03 Automate the handoffs
01 / YOUR PIPELINE, YOUR PROCESS

A place for every deal.
A path to what’s next.

Build custom client pipelines around your process. Switch between list, board, and flow views to see deal stages, values, ownership, and the next action.

YOUR WORKDAY, WITH A LITTLE MORE CLARITY
Active Deals
New deal
Client projects · Default
View deals
Search client or contractor Needs attentionAll managers Most neglected ✓ Hide closed
FlowBoardList
Nothing needs chasing

Your active work, with a clear next step.

Northstar StudioNot assigned
$12,000Dev OkaforUpdated today→ Contract Sent
Olive & Co.Alex Morgan
$18,500Priya NairUpdated today→ Content Delivered
Fieldwork CollectiveSam Rivera
$8,400Dev Okafor1 day ago→ Content Delivered
Luma WorksJordan Lee
$6,200Priya NairUpdated today→ Payment Pending
Active Deals · List viewCropped product preview · fictional data
Your stages. Your way. Every opportunity in view. A clear next action.
THE THREAD THAT CONNECTS IT ALL
Olive & Co.Brand & website project
Client deal
Contract signed
Delivery project
Created from the deal
Budget
Ready for approval
A clearer handoff
Illustrative project
02 / FROM SIGNED TO STARTED

Win the work.
Keep the context.

Deal management shouldn’t end when the contract is signed. Crewtiful connects client scope and deal history to a delivery project, with budget approval before contractor assignments.

  • Client relationships, deal values, and stages together
  • Delivery budgets and contractor costs in context
  • Deliverables, reviews, and approvals connected
03 / MEET CREWTIFUL STUDIO

You set the flow.
Let it do its thing.

Build visual workflow automations with triggers, conditions, and delays. Connect follow-ups, email actions, and team notifications to the moments that matter.

When something changesStart with a triggerOn your termsAdd conditions or delaysMove the work forwardSend an email or notification
Your pipeline, connectedStudio
Crewtiful visual pipeline connects Contract signed to Work delivered, with a Contract rejected return path.
A workflow that follows your rules
WHAT’S INSIDE CREWTIFUL

The tools behind great client work.

From the first conversation to delivery and the numbers behind it.

Client management & pipelines

Keep client relationships, service prices, and deals together. Organize opportunities in custom pipelines with board, list, and flow views.

  • Client directory & contacts
  • Deal stages & history

Projects & delivery

Turn signed work into projects. Coordinate assignments, deadlines, deliverables, submissions, reviews, and scope changes.

  • Ownership & deadlines
  • Submissions & approvals

Budgets & margin visibility

Approve delivery budgets, track agreed contractor costs, and review cost increases before new commitments are made.

  • Delivery-cost approvals
  • Estimated project margins

Contractor management

Manage your contractor roster with services, private rates, availability, and workload context to support assignments.

  • Profiles & rate cards
  • Capacity & performance context

Invoicing & financial records

Create client invoices and keep recorded receipts, contractor payouts, and direct costs connected to the work.

  • Invoices & financial ledger
  • Role-specific finance views

Studio & automations

Build reusable visual workflows with triggers, conditions, and delays for follow-ups, email actions, and notifications.

  • Custom pipelines & workflows
  • Reusable automations

Analytics & reporting

See operational and financial summaries, build reports from your workspace data, and schedule recurring reports.

  • Business dashboards
  • Custom & scheduled reports

Client & contractor portals

Give clients and contractors dedicated workspaces, with team roles and permissions controlling what each person can see.

  • Progress, feedback & delivery
  • Roles, permissions & audit history
CONNECTED WORK. THOUGHTFUL BOUNDARIES.

One crew.
The right view for everyone.

01

Your team

Manage pipelines, delivery, and finances with role-based permissions and budget approvals.

02

Your clients

Follow their work, share feedback, and review deliverables without seeing internal contractor costs.

03

Your contractors

Focus on assigned projects and delivery, with private client contract values kept out of view.

LESS CHASING. MORE CREATING.

Make room for
your best work.

Help shape a more connected workday.
Join the Crewtiful waitlist for product updates and early-access news.

Just your email. A simpler start.