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Agencies & consultancies

Northstar Studio

Manchester · fictional demo business

A CRM for agencies & consultancies.

“Billable hours that never slip through.”

Clients and their people, projects with budgets, time tracked against them with weekly approval, and invoices built from approved time. Project managers only see the clients they run.

Northstar Studio's projects screen in Tailormade CRM
Clients and projects with budgets, time tracked against them, weekly approval, and invoices from approved time.

What it does

  • Weekly timesheets with approval
  • Budgets and rates per project
  • Invoices from approved time
  • Project managers see only their clients
Inside the CRM

What Northstar Studio gets.

Real screens from the demo, with its made-up people and data.

01

Everyone's week, approved on Monday.

Staff submit their week. Managers approve it, or send it back with a note saying what to fix.

  • Submitted weekly
  • Approve or send back
  • Locked once approved
Northstar Studio's timesheet approvals screen in Tailormade CRM
02

Know a project is over budget before the client does.

Set a budget in hours and a rate per project, and see how much is used as time comes in.

  • Budgets in hours
  • Rates per project
  • Over-budget warnings
Northstar Studio's online shop build screen in Tailormade CRM
03

See what's ready to invoice.

Approved time that hasn't been billed yet, by client and project, turned into an invoice in a click.

  • Approved time only
  • Grouped by client
  • One click to invoice
Northstar Studio's ready to invoice screen in Tailormade CRM
04

Log time in seconds, from anywhere.

Pick a project, say how long, add a note. Everyone sees their own week at a glance.

  • Per project
  • Billable or internal
  • Your week at a glance
Northstar Studio's my time screen in Tailormade CRM
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.

  • Manager

    Runs the studio: sees everything, approves timesheets, sets rates and budgets, invoices, and decides who is assigned to which client and project.

  • Project manager

    Runs their own clients and projects: sees only the clients they are assigned to, and within each only the projects they are assigned to, with the time logged on them. Approves the timesheets of people working on their projects. Logs their own time.

  • Staff

    Works on projects and logs their own time. Sees clients and projects, but only their own time.

  • Finance

    Raises and chases invoices. Sees all time and clients, but changes no projects.

Two colleagues talking at a desk in a creative studio
Photo: Vitaly Gariev / Pexels
The demo

A business that doesn't exist, with data that could.

Northstar Studio 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.

  • 7 people across 4 roles
  • 6 clients and their contacts
  • Six weeks of logged, approved, and sent-back time
  • Invoices drafted, sent, and paid

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.