You already have a CRM
- I don’t replace it or move your data
- Briefs and requests land in it on their own
- Reminders and sign-offs come from deal fields
- A new request sends you a Telegram message
ServicesBusiness automationFor agencies and studios
CRM for agencies and studios
CRM for agencies and studios
CRM for agencies doesn’t mean buying new software: I connect automation to your CRM or Google Sheet. Briefs, stages, sign-offs and client reminders run on their own.
- Every project is tailored
- Your CRM or Google Sheet
- Notifications to you on Telegram
Just write, and I’ll take it from there. I’ll estimate your task at no cost.
Sheetall leads together
CRMdeals and clients
To your Telegraminstantly, with the source
Remindersto clients, automatically
studios, agencies, photographers
CRM for marketing agencies, studios, photographers
At an agency or studio, clients rarely come in “just to buy.” First there’s a request in DMs or by email, then a brief, agreeing on scope, several revision rounds, materials that trickle in for weeks, and payment in installments. When all of this lives in message threads and in a manager’s head, projects get lost between stages.
I don’t sell my own CRM. If you already work in one, I connect automation to it. You don’t have to install a new one: I pick the tool for the task. If you have no CRM, I put your projects in a Google Sheet that works on both your phone and your computer. Notifications come to you on Telegram.
It fits marketing, advertising and event agencies, web studios and IT companies doing client work, photographers, photo studios and designers. If you work alone, the flow is the same, just without extra people in the chain.
Gordey Fisun · updated
CRM or a sheet
CRM for an ad agency: already have one or not yet
For you the result is the same: briefs, stages, documents and reminders run on their own. The only difference is where the data lives.
No CRM yet
- Projects in a Google Sheet, no extra fields
- One row per project with its stage status
- The contract and sign-off are built from that row
- Your data is already in order if you pick a CRM later
what’s different for agencies
CRM for event agencies and photo studios: what I take into account
An agency lives on projects, not one-off sales. So the automation is built around stages, revisions and client materials.
Clients write wherever suits them
DMs, email, Telegram, the form on your site: a request from any channel lands in one project with a source tag. The whole conversation with the client is in one place.
Revision rounds in plain sight
The project record shows which revision round you’re on and what’s already approved. When a client asks for “one more small thing,” you see how many there have already been.
Everything counts from the event or shoot date
For event agencies and photographers, reminders are timed from this date: the client gets them about materials and payment, you get them about the week’s upcoming events.
Installment payments under control
Prepayment, stage payment, final payment: the sheet shows what came in and what didn’t. When a due date passes, the client gets a polite reminder and you get a message.
Client materials in one place
Logo, texts, photos, logins: the links sit in the project record, so nobody digs through five chats. The designer doesn’t ask the manager where to find a file.
from brief to sign-off
CRM for agencies: what I automate
A brief turns into a project right away
A client fills in the brief on your site or sends a DM, and the answers land in your CRM or sheet as a separate project. Your manager no longer copies them over from chats.
Project stages in a sheet
Brief, concept, revisions, delivery: each project in its own row with a status. You see who’s waiting on you and who’s waiting on the client.
Contract and sign-off from a template
Client, service, amount and dates are pulled from the project record. Mark a stage as delivered, and the sign-off is already filled in.
Reminders about materials and payment
If a client drags their feet on the logo, texts or photos, they get a reminder. Same for stage payments. No more typing “just a reminder” by hand.
Live demo
Watch a lead go through on its own
The demo runs on real code. Send a request and see where it lands and who finds out.
how I set up an agency
How I launch automation at an agency or studio
We start with one ordinary project: how it goes for you today, from the first message to the sign-off.
A talk about your project
You tell me how work goes now: where requests come from, where the brief lives, who you remind about what by hand. A voice message works too.
Your stages, in your words
I map the project’s path from brief to sign-off: stages, statuses, when a reminder goes out, when a document is built. You see it all before launch.
A test on current projects
I take a few of your current projects and run them through the automation alongside your usual work. I fix any mismatches before launch.
Launch on your accounts
I switch it on in your accounts and show you how to add a new stage, status or document template yourself, so you don’t wait for me over a small thing.
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- You decide whether to move forwardAfter each stage, you can stop the project. You pay only for completed and accepted stages. I refund any prepayment for stages not yet started.
- Money back if it’s not what we agreedIf the scope isn’t what we agreed, I refund that stage. No arguments.
- I fix my own bugs for 6 months at no cost
- Critical issues get a response within a day
- Code, domain and data are yours from day one
Questions
What agencies and studios ask
Do I need to buy a separate CRM for my agency?
No, an agency doesn’t have to buy a separate CRM. If you already have one, I connect automation to it; if not, projects, briefs and stages are kept in a Google Sheet, and notifications come to you on Telegram.
Will this work for a photographer who works alone?
Yes, a photographer or photo studio needs the same as an agency: shoot date, prepayment, client reminders and a contract from a template. For one person the sheet is simple, with no extra fields.
Won’t reminders about materials annoy the client?
You choose the reminder text, when it goes out and how many times it repeats. If the client still hasn’t replied, it comes back to you as a Telegram message.
How does a CRM for a web studio or IT company handle contracts and sign-offs?
Your contract and sign-off templates are filled in from the project record: client, service, stage, amount, dates. No more retyping fields by hand for every studio client.
What should I prepare for the first talk about automating my agency?
Just tell me how one typical project goes from the client’s first message to the sign-off: where requests come from, where the brief lives and what you remind people about by hand. A voice message is fine.