A won deal becomes a project in one click
Client card, deal pipeline and proposal live in one place — on the same platform as your projects. When the work is won, the deal becomes a project in one click and nothing gets re-entered. No copy-paste between sales and production.
Every client on one card
Clients, contacts and deals live in one module. Because CRM runs on the same relational data layer as the rest of TodoMore, a client's card sits next to their actual projects, tasks and calendar — not in a separate tool with a separate bill.
- Clients, pipeline and contacts in one place
- Same platform as projects, tasks and calendar
Move deals through the pipeline
Opportunities advance across pipeline columns — in talks, proposal, won. Each deal card shows the client, the project and the value at a glance, so the state of your sales is readable in one screen.
Keep the proposal with the deal
The proposal lives in the same place as the client card and the deal — one thread from first conversation to signed work, instead of attachments scattered across inboxes and drives.
Win — and the project is created
A won deal becomes a project in one click. The deal card gets its “Project created” badge and production picks up where sales left off — nothing gets re-entered, nothing is copy-pasted between systems.
- One click from won deal to live project
- No re-entering client or project information
Production continues on the same platform
The new project runs board-and-list from brief to delivery. With the Client Portal, the client can follow status, files and progress with controlled access — and at period close, Core answers what the job really cost.
Works with the rest of TodoMore
Projects
A won deal becomes a project in one click — board and list from brief to delivery.
Calendar & Planner
Won work gets planned — event-based shoots land on the calendar.
TodoTime
Per-task time tracking and timesheets accumulate on the project.
Core
The operations command center — what did this job really cost?
CRM questions
Is the CRM actually connected to my projects?
Yes — everything lives on the same relational data layer. A client's card links to their deals and their projects; when a deal is won it becomes a project in one click, and because information lives in one place, nothing is forgotten and nothing is entered twice.
Do I still need a separate CRM tool?
For most creative teams, no. Point solutions are great at one job and then they stop — the deal is won, and the project is opened by hand in another tool, with another bill and another sync headache. Here the pipeline and production run on one platform, so a won deal flows straight into a project.
Can my clients see where their project stands?
Yes. With the Client Portal feature, you can give external stakeholders controlled access. Clients can see project status, files and progress — without joining your internal workspace.
Is CRM included in my plan?
CRM — clients, pipeline, contacts — ships as one of the platform's modules, with no per-module fees. Advanced CRM with pipeline automation is part of Business Scale, alongside the audit log and priority support.
Move the pipeline first, the rest later
You don't have to migrate everything at once — start with CRM and let won deals open your first projects. Free is free forever, no credit card required.