Connect your commercial pipeline

Sales and production, without retyping

At most production companies, the CRM and project management are two separate tools. When a client is won, someone copies the details from one to the other. In PLAY /Platform, an opportunity is already a project: when you win it, it moves into production with its account, value, dates and quote. Nothing gets lost along the way.

Contacts and accounts, with their full history

Each contact keeps their email, phone, LinkedIn, where they came from and how they found you, with tags to sort them. When you add a contact, the platform detects their company from the email domain and links them to its account.

Each account's page brings together its contacts, projects, quotes, invoices, deliveries, activity and pinned notes. If an account is duplicated, merge them. When a prospect signs, turn them into a client in one click.

Bring your database

Import your contacts from Excel or CSV: match the columns, and the platform detects duplicates by email and groups each contact under their account. And export any list whenever you need it.

A clear pipeline

The opportunity pipeline shows each deal with its value, expected close date and client tier. Mark the ones about to close as Hot. Use saved views, such as «My pipeline» or «Closing this month», and edit several opportunities at once.

On the Pro plan, the Funnel moves your leads through the stages you define, on a kanban board. Qualify each lead with the BANT method and set rules per stage: a required activity, an owner or full qualification before moving on. You see how many leads enter each stage per week or per month.

Every conversation, on record

On the Pro plan, log notes, calls, emails and meetings on the contact's or account's page. Mention a teammate, pin what matters and create reminders. Every morning you get a summary of the team's activity.

Meetings move through Scheduled, Held and Validated, so you know how many actually happen.

An organised sales team

Give each person their role in the sale (BDR, SDR, Account Executive or Account Manager) and set how many contacts each one can handle. Segment your market with contact lists, account profiles, job titles, sectors and signals.

From first contact to signed quote

Prepare the quote from the opportunity itself, with your rate card, alternative versions and the margin in view. Send it to the client by link: they accept or reject it without creating an account, with an e-signature if you ask for one. Once they accept, turn it into an invoice. All the detail is in Financial Control.

Clients who come back

Selling to a client who already trusts you costs less than finding a new one. On the Pro plan, turn on account health: it classifies each client as healthy, neutral, at risk or lost based on their billing and recent activity. And turn on NPS: the client gets a short survey when a project ends, when they accept a quote or when they approve the final delivery.

Whenever you like, invite the client to the platform so they can follow their projects.

The sales numbers

Analytics shows the pipeline, the close forecast, the win rate, funnel movements and each person's meetings against their target.

KAMI, the AI assistant, finds contacts and accounts, creates accounts, prepares quotes from your rate card and drafts an account profile with a first sales pitch. It always suggests and you confirm.

For production companies and agencies

The CRM is built for production companies and agencies, and only the internal team sees it. The Lite plan includes opportunities, contacts, accounts and basic quotes. The Funnel, activity, rate cards and account health are on the Pro plan.