Built for small businesses. Not one industry.
From the first client conversation to the final invoice, one connected workspace fits the way your business actually works.
Your next chapter starts here.
Built around the business.
And the people behind it.
Clients, conversations, projects and payments belong to the same story. Keep them together, wherever the work takes you.
Keep the context. Lose the handoffs.
Start with a lead. Keep the conversation, agreement, project and invoice connected as the relationship grows.
All in their own space.
A better experience on both sides.
Your team has the full picture. Your clients have a clear place to see their projects, approve work and find their invoices.
“Our ops team runs the business day to day without me in the middle of every project.”
Good work has a flow.
From the first hello to the final invoice.
The context stays with you.
Start with a conversation.
Contacts, deals, pipelines and quotes keep each opportunity in view.
Explore sales
A workspace for your world.
Every paid tier includes all six suites available at launch — Sales, Projects, Communications, Finance, Admin, and AI.
Consultancies
Management and strategy consultancies
The problem: A client relationship starts in a CRM, moves to a project tool once the engagement is signed, and ends in an invoicing tool — re-typed at every handoff. With Crittiks: One client record follows the relationship from first conversation through delivery to final invoice.
IT and technology consultancies
The problem: Statements of work, project delivery, and support communication often live in three different systems, none of which share client context. With Crittiks: The signed SOW, the delivery project, and ongoing client communication all sit on one record.
HR and people consultancies
The problem: Client engagements (recruitment projects, HR audits, policy work) are usually tracked like generic sales deals, losing the specific milestones each engagement type actually needs. With Crittiks: Custom pipelines and milestone tracking adapt to the specific shape of an HR engagement.
Operations and process consultancies
The problem: Engagements are often milestone-heavy with client sign-off required at each stage, but standard project tools don’t track approvals well. With Crittiks: Every milestone approval is requested by email and recorded automatically with a full audit trail.
Sustainability and ESG consultancies
The problem: Client engagements often involve extensive documentation and compliance evidence that needs to be organized and shared securely. With Crittiks: The documents hub and encrypted vault keep engagement evidence organized and shareable.
Advisory and professional services firms
Accounting and bookkeeping practices
The problem: Client onboarding, engagement letters, and ongoing invoicing typically span three separate systems, with client financial data often re-entered by hand. With Crittiks: Engagement letters go out for e-signature from the same record as the client relationship, and Finance syncs two ways with Xero or QuickBooks.
Financial and wealth advisory firms
The problem: Client relationships are long-term and require extensive documentation history, but most CRMs treat every relationship as a short sales cycle. With Crittiks: A client’s full history — every document, every signed agreement, every conversation — stays on one record for the life of the relationship.
Legal and compliance advisory firms
The problem: Contracts and engagement agreements are usually the whole product, but signing tools are rarely connected to the client and matter-tracking system around them. With Crittiks: Every signed agreement carries a full audit trail — signer identity, IP address, device, and timestamp — on the same record as the client relationship.
Tax advisory practices
The problem: Seasonal client volume spikes make it easy to lose track of who’s been onboarded, who’s still pending documents, and who’s ready to file. With Crittiks: Pipeline stages make it visible at a glance where every client sits in the process.
Risk and insurance advisory firms
The problem: Client risk profiles and policy documentation need secure, organized storage that’s still easy for both advisor and client to access. With Crittiks: The documents hub and client portal give clients secure access to their own documentation.
Recruitment and staffing agencies
The problem: Candidate and client pipelines are often run in parallel systems that don’t share data, making it hard to see the full picture of a placement in progress. With Crittiks: Sales pipelines track both sides of a placement relationship on connected records.
Field service and trades businesses
Cleaning and facility services
The problem: Quotes go out from a CRM, jobs get tracked in a separate scheduling tool, invoices get chased by hand, and compliance certificates live in someone’s inbox. With Crittiks: A quote goes out from Sales and gets signed electronically. The job becomes a recurring task in Projects. Finance chases the invoice automatically.
Plumbing, electrical, and HVAC trades
The problem: Quoting a job on-site usually means a phone call back to the office, or a tool that doesn’t work well from a phone. With Crittiks: Quote from your phone, on-site. Send the contract for signature and have it signed before you leave.
Landscaping and grounds maintenance
The problem: Recurring seasonal contracts are hard to track alongside one-off jobs without losing visibility of which client is on which schedule. With Crittiks: Recurring and one-off work both live in Projects, and the subscriptions register tracks every recurring contract.
Pest control and home services
The problem: Recurring treatment schedules and compliance documentation are usually managed on paper or in a disconnected app. With Crittiks: Recurring jobs, client agreements, and compliance documents all live in one workspace.
Roofing and solar installation
The problem: Large, high-value jobs need a formal signed contract before work begins, but quoting tools and signing tools are usually separate purchases. With Crittiks: A quote is sent, signed, and becomes a project — one flow, no separate signing subscription.
Locksmiths and security services
The problem: A mix of urgent one-off callouts and ongoing maintenance contracts is hard to manage in a tool built only for one or the other. With Crittiks: Custom pipelines handle both a fast one-off job and a longer recurring contract in the same system.
Pool maintenance and property services
The problem: Multiple recurring service schedules across many properties are easy to lose track of without a system built for recurring work. With Crittiks: Recurring tasks in Projects, tied to the client and property they belong to.
Moving and logistics services
The problem: Quotes, bookings, and payment collection for individual jobs often require three separate tools stitched together manually. With Crittiks: A quote becomes a booking, a signed agreement, and an invoice — connected end to end.
Product and manufacturing businesses
New and early-stage manufacturers
The problem: A new manufacturer needs to look credible to wholesale buyers from day one, without enterprise software budgets. With Crittiks: Sales and Admin run wholesale account management and supplier agreements professionally, on flat-tier pricing.
Distributors and wholesale suppliers
The problem: Distributor relationships across multiple regions or countries are easy to lose track of when they live in individual inboxes. With Crittiks: Every distributor relationship runs through one Sales pipeline, visible to the whole team.
Private label and contract manufacturers
The problem: Managing multiple brand clients’ specifications, agreements, and order histories requires clean separation between clients that a shared spreadsheet can’t provide. With Crittiks: Each client relationship is a distinct record with its own agreements, documents, and history.
Creative, product, and design-led businesses
Design and UX studios
The problem: Scope changes and approvals happen over email, disconnected from the actual project timeline. With Crittiks: Every scope approval is requested and recorded against the project, with a full audit trail.
Product studios and development shops
The problem: Client-facing project visibility is usually an afterthought bolted onto an internal project tool not built for external sharing. With Crittiks: The client portal gives clients a real, filtered view of their project without exposing internal tools or other clients’ work.
Photography, video, and content production
The problem: Bookings, contracts, and invoicing for individual shoots are often managed across a booking tool, email, and a separate invoicing app. With Crittiks: A booking becomes a deal, a contract goes out for signature, and the invoice follows automatically.
Architecture and interior design firms
The problem: Long project timelines with multiple client approval stages need a system that tracks formal sign-off at each stage. With Crittiks: Milestone-based approvals with a full audit trail at every stage of a long-running project.
Startups and small teams
Early-stage startups (pre-Series A)
The problem: A founder is running sales, delivery, and admin simultaneously, and can’t justify a separate tool budget for each function. With Crittiks: All six suites are included on Pro’s 8-seat allowance.
Solo consultants and independent contractors
The problem: Re-entering the same client information across a CRM, a project tool, and an invoicing tool, for a business of one or two people. With Crittiks: The client record built during the sale becomes the invoice sent after delivery, without re-entry.
Digital agencies
Crittiks Marketing — social scheduling and content calendars — isn’t part of the commercial launch yet. These use cases reflect Sales, Projects, Communications, Finance, and Admin today.
Full-service digital agencies
The problem: Client relationships are split across a CRM, a project tool, a signing tool, and a chat tool, none of which agree with each other. With Crittiks: One client record carries the relationship from first contact through delivery to final invoice. Contracts are signed from the deal itself.
Web design and development agencies
The problem: Project scope, client sign-off, and the contract governing the engagement usually live in three unconnected places. With Crittiks: The signed contract, the project scope, and every approval sit on one record.
Branding and creative studios
The problem: Retainer clients are the backbone of cash flow, but retainer burn usually lives in a spreadsheet reconciled by hand at month-end. With Crittiks: Retainer burn tracks in real time against the actual projects being delivered.
SEO and performance agencies
The problem: Client reporting and approvals on deliverables are disconnected from the client relationship. With Crittiks: Client approvals on deliverables are requested and recorded against the project itself, with a full audit trail.
PR and communications agencies
The problem: PR work is relationship- and conversation-heavy, but most CRMs are built around a transactional sales pipeline. With Crittiks: Communications and Sales work together on the same record.
A note on fit.
None of the sub-categories above restrict who can use Crittiks. Every tier includes every suite currently shipping; the tier you choose is about capacity (seats, mailboxes, AI credits), not access to features.
Everything connected.
Finally.
Ready to run your business from one place?
14-day trial. Card required to activate — nothing charged until the trial ends.