Solutions · Agencies
From pitch to delivery to report, in one install
The lifecycle of a client engagement
Every step below is the same record moving forward, not three systems being manually kept in sync.
Pitch the deal in a weighted pipeline
A prospective client starts as a deal in a pipeline with its own stages and win probabilities. The dashboard shows raw pipeline value next to the weighted forecast — value multiplied by the probability of the stage a deal currently sits in — so new business planning is based on a realistic number, not an optimistic total.
Quote and invoice, including partial payments
Send a branded, server-rendered PDF quote straight from the deal. Once work is agreed, raise an invoice with line items and your own numbering, and record a deposit followed by a balance payment — invoices support multiple payments against one document, with the outstanding balance recalculating automatically.
Deal won auto-creates the delivery project
An automation triggers when the deal is marked won and creates a project from a template, carrying over the linked contact, company and deal value. Delivery starts from the record sales already built, instead of a project manager re-typing a brief from a closed-won email.
Tasks with dependencies and milestones
The project template seeds boards and tasks with dependencies between items and milestones marking key dates, so a delivery plan for a website build or a retainer scope exists the moment the project is created rather than being assembled from scratch each time.
Team assigned, time tracked, billable flagged
Assign the freelancers and staff who will do the work — unlimited users means adding a contractor for one project costs nothing extra. Time logged against tasks carries a billable flag, so time-and-materials work is distinguishable from fixed-fee delivery at the point it is logged, not reconstructed afterwards.
Workload from estimates
Task estimates roll up into a per-person workload view, so a resourcing conversation about who is overbooked next sprint is based on what is actually assigned, not on memory or a spreadsheet someone forgot to update.
Project health and progress rolled up
Each project rolls up progress and health from the boards underneath it, so an account lead can see at a glance whether a client engagement is on track without opening every board individually.
Report on delivery next to revenue
Because deals, invoices and delivery projects sit in the same database, reporting can put pipeline, billed revenue and project status side by side — one place to see what was sold, what was billed and what is actually being delivered.
Built for how agencies are actually staffed
Unlimited users, so contractors cost nothing extra
- No per-seat billing on any plan — add a freelance designer for one project without changing your bill
- Access is granted through a WordPress capability, so people sign in with the account they already have
- Owner scoping lets a contractor see only the project they are assigned to, without exposing your whole client book
20 sites on Agency, client data on your own server
- The Agency plan covers up to 20 site activations under one flat price
- Every client's contacts, quotes, invoices and project data lives in your own database, not a shared multi-tenant cloud
- Self-hosting means client confidentiality clauses about where data is processed are easy to satisfy honestly
Where this is not finished yet
No client portal yet
There is no guest or client login for viewing a project from outside your team today. Clients experience the relationship through the quotes, invoices and emails you send them; they do not log into a portal to see task status. A client-facing portal is on the roadmap, and we would rather say that plainly than let you discover it after buying.
See the pieces in more detail
This page is the story end to end. For the detail on any one piece:
Agency FAQ
Not yet. There is no guest or client login where a customer can view their own project from outside your team. Clients are contacts and deals inside the CRM, and delivery projects are internal. A client-facing portal is on the roadmap, not shipped today.
Every plan includes unlimited WordPress users at no extra cost, so freelancers, subcontractors and part-time designers you bring onto a project cost nothing beyond the flat licence. A CRM that bills per seat punishes exactly the flexible staffing model most agencies run on.
Yes. An automation rule can trigger when a deal is marked won and create a project from a template, carrying over the linked contact, company and deal value, so delivery starts from the same record sales closed rather than a re-typed brief.
On your own WordPress server, in your own database. Nothing about a client's contact details, quotes, invoices or project history is sent to a third-party SaaS vendor as part of using Stillpoint.
Run pitch, delivery and reporting from one place
Unlimited users, 20 sites on Agency, and your client data stays on your own server.
Unlimited users · Flat price per site · 30-day money-back guarantee