PolarisBrand kitNorthline · $4,200
Campaign productionMeridian · $14,400
StageInquiry
Core
CRM, invoices, and projects for a small team.
The studio, the shop, the practice. Contacts and deals on the left. The invoice or the project on the right.
Six records. One workspace. People, companies, deals, tickets, invoices, and projects — bound so a small team does not keep a second file.
A deal can raise an invoice. A ticket sits on a company. A project closes the work the deal promised.
Meridian StudioPaid
Campaign + revision$18,000
Tied toDeal · Campaign
Objects
On the same graph.
01
Contacts
The people you work with. Roles, notes, and activity on the person.
02
Companies
Accounts and studios. Every other record hangs from the company.
03
Deals
Pipeline without ceremony. Inquiry to won, value against the company.
04
Tickets
Requests and follow-through. Always belonging to a person or company.
05
Invoices
Bill the work the deal created. Line items, due or paid.
06
Projects
Delivery next to the commercial record. Tasks and status.
Workspace
Enable the pack. Do not fork the file.
Packs attach in the workspace. Work orders, gifts, households, and matters write back to the company, deal, and ticket.
Get Polaris