“Clients, projects, and invoices without the admin.”
One person or a very small practice: clients and their contacts, projects, follow-ups, time tracked against projects, and invoices built from that time.
Your clients and the people there, projects and follow-ups, time tracked as you go, and invoices built from it.
What it does
Clients and their contacts
Projects and follow-ups
Time tracked per project
Invoices from tracked time
Inside the CRM
What Hollis Copy Co. gets.
Real screens from the demo, with its made-up people and data.
01
Every project, from enquiry to complete.
Quotes, live work, paused projects, and finished ones, each tied to its client and deadline.
Deadlines
Linked to clients
On hold and complete
02
Track your time without thinking about it.
Log time against a project as you go. Your week is on one screen, so nothing billable slips through.
Your week at a glance
Per project
Billable or not
03
Invoices that write themselves.
Turn tracked time into an invoice for each client in a click, and see what's paid and what's overdue.
Built from tracked time
Paid and overdue
Your details and terms
04
Every client and who you deal with there.
The company, the people, every project, and notes from every call, all on one page.
People at each client
Projects and invoices
Calls and notes
Who sees what
Everyone gets their own view.
Each person signs in as themselves and sees only what their role allows. These are the roles this business starts with; yours match your team.
Assistant
A virtual assistant or bookkeeper: looks after clients, follow-ups, and invoices. Can see projects and time, but changes neither and has no access to settings.
A business that doesn't exist, with data that could.
Hollis Copy Co. is made up, but its CRM is real: built from the same starting point we'd use for you, and filled with a realistic set of demo data.
One copywriter and a bookkeeper
12 clients
20 projects, past and current
A year of invoices
Want one like this, made for you?
Tell us how your business works. We'll build it around you, with your name, your colours, and your words, and have it live in 1–2 weeks, at a price we agree with you up front.
