Client Nest

Small

CRM · Agency owner, client

Client and project tracking for small agencies.

Built in this build

Client card
Project status
Note sharing
Client list
Project management
Settings
Note summary
Status text draft
Simple client summary

Vision (needs external services)

Reminder for inactive clients
Email
CSV

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Client card
Project status
Note sharing

Admin modules

Client list
Project management
Settings

AI capabilities

Note summary
Status text draft

Automations

Reminder for inactive clients

Analytics & reports

Simple client summary

Integrations

Mobile

Mobile clients/tasks

Roles & permissions

Owner
Client

CRM →

Deal Deposit

Collect a deposit on won deals so verbal yeses don't cost you money and time.

Quote Craft

Quote creation and approval tracking for small teams.

Handoff Desk

Hand a won customer from sales to onboarding with nothing lost, avoiding a rough start.

Refer Reward

Track customer referrals and rewards so your cheapest sales channel doesn't go unrecorded.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.