Sales and CRM
Keep contacts, companies, deals, and sales stages together.
Everything in one place
From lead to delivery, without losing context.
A practical toolkit for running agency work across sales, projects, client feedback, and reporting.
pPultify workspace
Example workspace
Agency overview
Open deals
12
+18.2%
Active projects
08
On track
Client revenue
$84.2k
This quarter
Revenue by client
Recent activity
Northstar approved a deliverable
1h ago
New lead from Studio M
2h ago
Sales to delivery
Create projects from won deals and preserve important deal context.
Project coordination
Track tasks, owners, deadlines, and manual time entries.
Client collaboration
Publish updates, share files, collect comments and approvals.
Visibility
See agency priorities and record revenue by client.
A connected workflow, from inquiry to delivery
Capture the opportunity
Keep client contacts, companies and deals together in your sales pipeline.
Hand off with context
Turn a won deal into a project while preserving the source deal and key commercial details.
Coordinate the work
Assign tasks, set deadlines and record time manually against projects or tasks.
Bring the client in
Publish selected updates and files to the client portal, then collect approvals or change requests.
Understand the account
Review recorded client revenue and time spent, with currencies kept separate.
Example workflow, not a customer case study. Pultify does not currently sync advertising platforms, generate invoices or track time automatically.
Does Pultify replace accounting software?
No. Client revenue is a simple internal record, not bookkeeping, invoicing or tax reporting.
Can clients edit agency tasks?
No. Client access is separated from the internal agency workspace.
How this works in practice
From lead to project without reconstructing the story
Keep companies, contacts and opportunities in a sales pipeline. When a deal is won, create a delivery project that retains its link to the source deal and important commercial details.
This handoff is intentional: it does not create advertising campaigns, invoices or automatic schedules. Your team still decides what work to plan and who will deliver it.
A project workspace built around ownership
Organize tasks, assignments and deadlines for the people doing the work. The agency dashboard highlights items that may need attention, including overdue tasks and upcoming project deadlines.
Keep internal project work separate from the client-facing experience. The portal is for published progress and review, not a second task board that clients can rearrange.
A client portal with a clear publishing boundary
Share selected updates and deliverables with clients, including downloadable files. Clients can comment, approve or request changes to published work. The agency can preview the portal without acting as the client.
This is particularly useful when several people review a deliverable and the agency needs a record of what was accepted.
Simple operational visibility, not accounting
Record time manually against a project or task and maintain a basic history of revenue by client. View effort and recorded revenue together while keeping currencies separate.
Pultify does not calculate payroll, issue invoices, synchronize ad spend or provide tax reporting. These boundaries are deliberate for a focused agency workspace.
Illustrative workflow, not a customer case study.
Example: one connected sales-to-delivery workflow
A fictional agency starts with a qualified prospect and finishes with a reviewed deliverable. These are deliberate actions, not invisible automation.
- 1
Qualify the prospect
Create the contact, company and opportunity in the CRM and keep the relevant scope in the deal.
- 2
Create a project after the win
Turn the won opportunity into a linked delivery project so the commercial context stays available.
- 3
Coordinate internal work
Add tasks, assign team members and set deadlines. Use the agency overview to spot work needing attention.
- 4
Publish only what is ready
Send selected updates and files to the client portal; internal work remains private.
- 5
Review the operating picture
Enter time manually and record client revenue in its original currency. Use the information for planning, not as audited accounting.
Frequently asked questions
Is the workflow fully automated?
No. Project planning, time entry and publication are intentional team actions.
Does Pultify issue invoices?
No. Invoicing and accounting are not part of the described product.
Does Pultify merge revenue across currencies?
No. Recorded revenue remains separated by currency without automatic conversion.