A clean handoff after the sale
Carry deal context into the delivery project and assign the next steps.
Web agencies
Connect the sale, build and client sign-off.
Coordinate deadlines and project tasks, then give clients a focused place to review deliverables.
Explore featuresProject visibility
Track responsibilities, deadlines and manually recorded time across delivery work.
A dedicated approval space
Publish milestones and deliverables without exposing your agency’s internal task board.
A practical workflow for a web agency
After a website redesign deal closes, the team organizes tasks and publishes a homepage preview for review. The client approves or requests changes in the portal.
Illustrative workflow, not a customer testimonial.
How this works in practice
Start the build with the sale in view
A website proposal often mentions pages, content responsibilities, integrations and a target launch window. Losing these details between sales and development creates avoidable rework.
Use the won deal as the starting point for a project and preserve its source context. Then create tasks for discovery, design, implementation and client review.
Keep milestones and responsibilities visible
Web projects move through dependent steps: content, design approval, development, QA and launch preparation. A single generic “in progress” status does not tell the team what is blocking delivery.
Assign tasks and due dates, and use the project view to coordinate the next step. Pultify is not a code repository, issue tracker replacement or deployment platform.
Review the right deliverable with the right people
A homepage design needs a different kind of approval from a technical implementation detail. Clients should see a concise update and the file or reference they are expected to review.
Publish a client-facing update and let the client approve or request changes. Internal tasks and unpublished materials stay private.
Capture delivery effort without pretending it is automated
Small studios need to know how much time goes into implementation, QA and changes, but they may not need a complex timesheet system.
Team members can enter time manually against a task or project. Client revenue can be recorded separately, in its original currency.
Illustrative workflow, not a customer case study.
Example: a small business website from proposal to acceptance
A fictional web studio sells a website with five pages and a launch checklist. Pultify helps retain the sales context and coordinate the client-facing review.
- 1
Record what was sold
Capture the page scope, content ownership, integrations and target dates with the deal.
- 2
Start the project from the won deal
Create a linked project and check that the team understands the commercial promises and client responsibilities.
- 3
Organize delivery
Create tasks for discovery, content, design, development, QA and launch preparation. Assign owners and due dates.
- 4
Ask for a design decision
Publish a review update with the relevant design export or reference. The client can approve or request changes.
- 5
Complete the handover
Track the remaining internal tasks, publish final deliverables where appropriate and record time spent. Hosting and deployment remain in the studio’s existing tools.
Frequently asked questions
Does Pultify deploy websites?
No. Use your normal repository, hosting and deployment tools.
Is it a replacement for GitHub or Jira?
No. It provides an agency-level sales-to-delivery view rather than source control or a specialist engineering issue tracker.
Can clients rearrange the project plan?
No. They can review published updates; agency tasks remain under agency control.