Creative CRM

Creative CRM for clients, projects, and payments

A CRM for creative work cannot stop at contacts. Plero keeps the client relationship attached to the work, money, approvals, and follow-up that decide whether things move.

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Chloe

Pull North Pier House before I reply. What is still open?

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North Pier House has one active project, a submitted estimate for the media extension, and an $8,400 balance still open.

ClientNorth Pier House

Active projectSpring editorial campaign

EstimateUsage extension - submitted

Open balance$8,400

Draft client replyNorth Pier House balance, estimate, and project statusUses the same client work shown in Plero instead of a separate note.

I would mention the active campaign, confirm the usage estimate is waiting, and include the open balance before sending.

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What makes it different

The client page should tell you what is actually happening.

A name, email, and note history are not enough once creative work is underway. Plero keeps the relationship connected to the scope, approvals, documents, collaborators, payment status, and next follow-up.

Creative CRM

Client management that can see the work.

Every relationship sits next to the projects, documents, money, people, and follow-up around it.

Inside Plero

The CRM stays connected to the project.

Client management should not be a separate address book. In Plero, documents, projects, money, and AI support stay close to the client.

Clients

Know the client without rebuilding the story.

See the relationship, active work, open approvals, documents, invoices, and payment status in the same view.

Explore Projects

See what is moving, waiting, and at risk.

Keep the owner, next step, collaborator work, budget, invoices, and open balance attached to the project.

Explore Chloe

Ask the question instead of hunting through the system.

Chloe reads the same client, project, document, and money details your team is working from.

Explore Plero in AI tools

Use Plero from the AI tools you already use.

Bring Plero context into Claude, ChatGPT, Cursor, and Codex when you are drafting, reviewing, or planning.

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FAQ

Questions people ask before switching

What is creative CRM software?

Creative CRM software helps creative companies manage leads, clients, follow-up, project details, contracts, invoices, and payments around creative work.

How is Plero different from a standard CRM?

Plero connects client management to active work: estimates, contracts, invoices, payments, collaborators, reporting, Chloe, and the AI tools your team already uses.

Can Plero replace a client management tool?

For many creative teams, yes. Plero covers client management while also keeping the work around the client easy to see.

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Plero

Run the client, the project, the money, and Chloe in one place.

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