New Business

From first call
to signed estimate.

Pipeline holds every opportunity. Estimates draw on the rates you actually use and the patterns your studio actually charges by. The bid you send is grounded in how your business already works.

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What this is

Before it's a project, it's a lead.

New Business is the front end of the studio — where opportunities arrive, get scoped, get bid on, and either close into work or close out. One funnel. One clear place for each opportunity. The deal flow that feeds everything Operations holds.

Estimates are written from your real rate library — what you actually charge, what you actually pay your crew, the patterns your studio actually uses. When the client signs, the estimate becomes the project's source of truth for what was scoped.

The bid you send is the bid you meant to send.

Pipeline

Every opportunity, one view.

Stages you define, the value attached, the probability, the next action, the person on it. Drag to move stages. Filter by stage, by client, by value, by what is overdue. The funnel that tells you what is real and what is a lead that has gone cold.

Open the pipeline. The Arcline opportunity at 70% probability, the Volta deal in negotiating, the three leads waiting for follow-up — all in one view.

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Estimates

Written from your real numbers.

Pull from your past projects to set the shape. Pull from your contractor library to set the rates. Pull from your studio's pricing patterns for the markup. Sections, line items, day rates, fixed-fee blocks — whatever your category of work uses.

Photography day rate, brand identity in phases, director treatment — the estimate starts from how you actually charge.

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Estimate review

Run it by Chloe before you hit send.

Chloe catches the $0 line items, flags the contractor rates that have aged out, calls out the sections missing a date, finds the math errors a tired eye misses. The estimate you send is the one you meant to send — your numbers, reviewed.

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Activity

The trail every deal leaves behind.

Every stage change, every estimate version, every signature event logged automatically. The producer who picks up the project next quarter can see exactly how the deal got to where it landed — without asking anyone.

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And Chloe

She drafts the estimate from the call notes, too.

Paste in your call notes and Chloe pulls out the scope, the timeline, the rough crew, and writes the first pass against your real rates. You edit. You send. She moves the opportunity forward when the client signs.

See how Chloe works
The tiers

New Business unlocks on Scale.

Launch covers the operating baseline. Pipeline and Estimates land on Scale, where the studio is actively bidding work and needs the funnel to manage it.

Launch$29/mo annual

Operations and Financials. Pipeline and Estimates open up on Scale.

Open
ScaleRecommended$59/mo annual

Full New Business — Pipeline, Estimates, AI estimate review, estimate-to-invoice workflow. The tier shaped for studios winning real work.

Open
Ultra$99/mo annual

Everything in Scale, plus the Talent OS side that turns won work into staffed projects.

Open
The rest of Plero

New Business connects to the rest of the studio.

The signed estimate becomes the project Operations holds. The project becomes the invoices Financials tracks. Chloe writes, reviews, and moves all of it.

Operations

Where the won work lives.

Clients, projects, contracts, the branded portal. The signed estimate becomes the project — Operations holds it from there.

See Operations
See Operations
Financials

What the deal becomes.

The estimate turns into invoices. The invoices become revenue. Reports tie it back to which deals actually paid.

See Financials
See Financials
Chloe

She moves opportunities forward.

Ask her to write the estimate from your call notes. Ask her to move Volta to won and create the project. She reads from the same data as the funnel.

Meet Chloe
Meet Chloe
Private beta — 2026

Send the estimate you meant to send.

Founding creative teams are joining now. A short engagement to load your contractor library, your past projects, and the templates you actually use — then start writing the next bid against your real numbers.

Request founding accessSee pricing