One place for the brief and delivery
Move from a won opportunity to a project without starting from scratch.
Creative agencies
Make the review process clearer for everyone.
Keep project tasks private while sharing the right deliverables with clients for feedback and approval.
Explore featuresStructured review decisions
Clients can approve published updates or request changes; the decision is recorded.
Time and revenue visibility
Log time manually and track recorded revenue by client, without pretending to be accounting software.
A practical workflow for a creative agency
Your team prepares a design direction, publishes a selected file to the client portal and receives a change request. The next revision stays connected to the project.
Illustrative workflow, not a customer testimonial.
How this works in practice
Separate exploration from client-ready work
Early concepts, internal feedback and final presentation files have different audiences. A designer should be able to work through options without every unfinished experiment appearing in the client’s view.
Keep internal project tasks and working discussions in the agency workspace. Publish only selected updates and deliverables when the team is ready for review.
Give every revision a decision point
Feedback such as “can we try another version?” is useful only when everyone knows which version it refers to. Share a specific deliverable, capture comments and record whether the client approves or requests changes.
The portal keeps review activity connected to the project. It does not replace professional design software or automatically compare design revisions.
Carry the original scope into production
A branding project may include a logo system, social templates and a brand guide, with different review moments. If the sales handoff only says “branding”, the team must reconstruct the scope from messages.
Create the delivery project from the won deal and retain key CRM context. Use tasks and deadlines to turn the agreed scope into concrete work.
Understand how much review work costs in time
Extra review rounds can absorb capacity even when the original deliverable was completed on time. Manual time entries make the effort visible by project and task.
Combine recorded hours with the client revenue summary to inform conversations about scope. The tool does not calculate staff cost, profit or margin without that information.
Illustrative workflow, not a customer case study.
Example: a brand identity project with two review rounds
A fictional design studio agrees to deliver a logo system, social templates and a short brand guide. The workflow separates creative exploration from formal client feedback.
- 1
Define the scope in sales
Keep the deliverables, review expectations and target dates with the opportunity, rather than only in a proposal attachment.
- 2
Create the delivery project
After the deal is won, create the project from the opportunity and confirm the handoff context with the designer.
- 3
Work privately on concepts
Use internal tasks for moodboards, initial concepts and team review. Do not publish unfinished explorations to the client.
- 4
Share a review-ready version
Publish a specific presentation or file through the portal. Ask for comments and an approval or changes decision against that update.
- 5
Manage revisions and completion
Plan requested revisions as internal work, publish the revised deliverable and record the next decision. Log time to understand the effort consumed by review rounds.
Frequently asked questions
Does Pultify edit design files?
No. Continue creating assets in your preferred design software; Pultify organizes work and review.
Can clients change internal tasks?
No. The client portal is not an editable agency task board.
Are revision limits enforced automatically?
No. Define review rounds in the commercial agreement and manage the related work explicitly.