2026 · Fintech

Scripta CRM — from enquiry to project

The studio’s in-house CRM for sales and project delivery: deals, tasks, time tracking, documents and a client portal.

Our role: Design and development

Workspace captures contain demo data. Displayed amounts and figures are not client results.

CRM dashboard · demo data
Workspace captures contain demo data. Displayed amounts and figures are not client results.

What we delivered

The deal pipeline and project board connect to documents, design comments and financial data. The client portal displays approved materials.

CRMProject workspaceClient portal

How the solution works

Access controls separate organisations and project participants. Automation updates statuses and task reminders; AI prepares document drafts for human review.

How the flow works

Step 1
Collect the brief and track an enquiry through the sales pipeline.
Step 2
Turn the deal into a project with its tasks and documents.
Step 3
Review AI drafts and share approved materials with the client.

Project details

01 / 01

In-house product

Built for the way our studio works

The brief, tasks and documents stay in one workspace as a deal becomes a project. Clients receive approved materials; the team reviews AI drafts before sending.

Project screens

Deals · demo data
Workspace captures contain demo data. Displayed amounts and figures are not client results.
Invoices · demo data
Workspace captures contain demo data. Displayed amounts and figures are not client results.
Projects · demo data
Workspace captures contain demo data. Displayed amounts and figures are not client results.