Pipeline tracks every opportunity through the stages your studio uses. Estimates draw on your past projects, your contractor rates, and your studio’s pricing patterns — so the bid you send is grounded in how your business actually charges.
New Business is the engine that turns a lead into work the studio can actually do. The opportunity comes in, moves through scoping, gets a real estimate written against your real numbers, and lands as a signed project that the operational side picks up. One record, one stage at a time, one source of truth for what is in the room and what is about to close.
Every opportunity in 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.
Real estimates, not templated guesses. 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.
Before you send an estimate, Chloe runs the math. Catches the $0 line items. Flags the contractor rates that have aged out. Calls out the sections missing a date. The estimate you send is the estimate you meant to send.
When the estimate gets signed, it becomes the project’s source of truth for what was scoped. Invoices pull from those scoped lines — phase one, phase two, the deposit, the deliverable on completion. The work the client agreed to is the work that gets billed.
Your most common engagement shapes saved as starting points. Photography day rate template. Brand identity phased template. Director treatment phase template. New estimates start from your real patterns, not from scratch.
Every stage change, every estimate version, every signature event logged. The producer who picked up the project next quarter can see how it got there.
“Take these call notes and write the estimate.”
She extracts the scope, the timeline, the deliverables, and the rough crew, then writes the estimate using your real contractor rates and your studio’s pricing patterns.
“Review this estimate before I send it to the client.”
She catches the line items with $0 rates, the contractor rates that have aged out of your library, the sections missing a date, and the math errors a tired eye misses.
“Move the Volta opportunity to negotiating and bump the probability to 70%.”
She updates the stage, the probability, and the next-action date in one pass. Logs the change to the activity feed.
$29/mo annual
New Business is not on Launch. You can track clients and create projects, but Pipeline and Estimates are unlocked on Scale.
Not on this tier$59/mo annual
Pipeline, full Estimates, AI-assisted estimate review, estimate-to-invoice workflow, advanced reporting on margin and conversion. The tier shaped for studios winning real work.
$99/mo annual
Everything in Scale, plus the Talent OS side that turns won work into staffed projects.
Founding studios are joining now. A short engagement to load your contractor library, your past projects, and the templates your studio actually uses — and start writing the next bid against your real numbers.