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CRM for the digital sector · Agencies · IT services companies · Studios · SaaS

Un CRM in the digital sector
to sell, deliver, invoice… without losing track

In the digital world, the problem isn't a lack of tools. It's the fragmentation. A lead arrives on LinkedIn, a brief gets lost in Slack, a quote is generated from a template, project tracking is relegated to a spreadsheet, then the invoice arrives too late, and profitability is only discovered "at the end." Djaboo brings together the essentials: customer relationship management, pipeline, quotes, projects, time tracking, invoicing, payments, and reporting. Everything is linked to the same folder. And that changes everything.

Fewer oversights
Projects that are moving forward
Billing at the right time

For teams that sell services (dev, design, marketing, data, SEO), subscriptions, or a mix of both, and want a simple organization: the right context at the right time.

djaboo.app — Customer file
Client · “Nova Studio”
NS
Website redesign + acquisition
Context: SEO + Ads + tracking
In progress
DV
Quote approved
Scope + milestones
OK
SP
Sprint in progress
Tasks + time
To be continued
FA
Invoicing/Billing
Deadline: End of sprint
Plan
14
tasks
28 hrs
Temps
2
Docs
A file
from brief to payment
Secured
protected data
We’ve Got Their Trust
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Why a CRM dedicated to digital?

Because your “real product”,
it's yours capacity to deliver

A digital company rarely sells a single, one-off product. You sell support: a redesign, a sprint, a subscription, a roadmap, a series of deliverables. Therefore, sales and execution are linked. If one is disconnected from the other, you waste time, and the client feels it.

The right CRM for the digital sector isn't one that imposes a method on you. It's one that helps you maintain a logical flow: where the request came from, what was promised, who does what, when it's delivered, and when it's invoiced. Everything else is secondary.

The visible context
Less "can you send me the brief again?". The exchanges, decisions and documents remain in the file.
Less dependence
When a project manager or salesperson is absent, the team can continue without "reconstructing" the story.
Visibility on the activity
Projects are progressing, actions are being taken, time is being spent... without having to maintain 6 spreadsheets.
Secure organization
Data protected, access controlled, and a database that remains clean over the months.
Before the sale: capture and qualify

A simpler acquisition:
new prospects, then a pipeline readable

In the digital world, prospecting is often multi-channel: recommendations, forms, platforms, private messages, events. The risk isn't missing opportunities. The risk is wasting time sorting through them, responding too late, or forgetting a follow-up because the information wasn't in the right place.

Djaboo helps you structure this workflow realistically: a contact, a company, an opportunity, and a next action. The goal isn't to add steps for aesthetic purposes. The goal is to know exactly what needs to be done today and what needs to be followed up on tomorrow.

  • Your leads become actionable files, without copying.
  • Each opportunity has a clear status and a next action.
  • Sales and delivery share the same context
  • Less "I'll forward the email to you" and more continuity

To explore these building blocks: crmmanagement of prospects, And pipeline.

Pipeline · Agency / Studio / ESN
Opportunities (example)
New
Audit tracking + GA4
Canal: reco
To qualify
Feasibility study
E-commerce redesign
Workshop + perimeter
Revival
Proposition
SEO + content
Brief + planning
To send
Validation
Squad product
Sprint 1 / Sprint 2
OK in principle
Next action
Prepare the framework (objectives, pages, tracking), then send a clear proposal with milestones and deliverables.
Sign without ambiguity

quote clear,
then a clean passage in the project

In the digital industry, a quote isn't just a price. It's a framework. If the framework is unclear, execution becomes a series of back-and-forths. And in the end, it's rarely the client who "loses out." It's your time, your peace of mind, and your profit margin.

Djaboo helps you maintain a simple approach: you start with the need, formalize a proposal, and then move into execution without requesting further information. Teams can see what was promised, what is expected, and what is outside the scope. The result: fewer unproductive discussions and more concrete progress.

  • A quote linked to the opportunity and the client's file
  • Visible milestones to guide execution
  • A smooth transition to project management
  • The same context applies to sales and delivery.

Direct access : quote et Projects ongoing.

Quote → Project · Transition
Proposition
“Squad produced · 2 sprints”
Valid
The following automatically
Project created + milestones
Ready
Start-up checklist (briefing, access, tools)
To be completed
Documents attached to the file
OK
Most importantly: the execution starts with the correct context. No mandatory "rebriefing meeting" just to retrieve information.
During execution: piloting

Follow him time,
and keep the profitability under control

Digital technology is fast-paced, so time flies. A small, "simple" change becomes half a day, then a day, then two. Without visibility, you get the impression the team is working hard… but you don't know where the effort is going. And in the end, you discover the project was barely profitable, or even a complete loss.

Djaboo helps you keep things simple: one client, one project, tasks, time entered. You don't need to turn your teams into controllers. Just have a clear view: where the hours are concentrated, what types of requests are exploding, and which clients need to be refocused.

  • Time tracked by project and by client, without friction
  • Easier trade-offs: what's urgent vs. what's important
  • Less "scope creep" setting in
  • A better basis for your next quotes

Direct access : time et profitability.

Time tracking · Sprint
12 hrs
Dev
8h
Design
6h
PM
This consumes time
Back and forth within the perimeter
To frame
Last-minute corrections
Tracking
Customer validation
Pending
The goal is not to spy: it is to know where the effort is going, and to decide more quickly when to refocus, bill or prioritize.

In a digital team, profitability hinges on the details: a follow-up sent too late, an undefined scope, a delayed approval, a "minor addition" accepted three times. When everything is linked to the project, you see these signals earlier. And when you see them early, you can act smoothly: clarify, reschedule, or adjust the billing.

After delivery: collect payment

La billing and Payments
at the right time, without chasing after

Many digital teams are losing money without realizing it, simply because invoicing isn't part of their routine. They finish a sprint, move on to the next, and then think, "We'll have to think about the invoice." And as the daily grind resumes, it slips away. The client pays later, and your cash flow becomes a source of stress.

Djaboo helps you put invoicing back where it belongs: alongside execution. As milestones are reached, you know when to invoice. When an invoice is sent, you know if it's paid. And when there's a delay, you see it before having to scramble at the end of the month.

  • Client and project-related invoices: no double entry
  • Simple tracking of payments and status
  • Better visibility on incoming cash flow
  • Less internal friction: everyone can see where things stand

Direct access : billing, Payments et Treasury.

Invoices · Tracking
Cycle “Sprint → Invoice”
Sprint 1 · Delivery
Milestone completed → invoice to be prepared
To be issued
Invoice #F-1042
Sent · Awaiting payment
Pending
cashing
Payment received → closing
OK
What this avoids
“We delivered, but we forgot to invoice.” And the classic: “The customer didn’t receive/didn’t understand/didn’t approve.” When these issues are addressed, your cash flow remains more stable.
Piloting without an infinite spreadsheet

Un reporting useful :
what's moving forward, what's blocking progress, what's bringing in money

Digital teams are often very "operational." This is a strength. But without an overview, they end up reacting: to emergencies, follow-ups, delays, and unforeseen events. Djaboo reporting is there to answer simple questions that truly help: which opportunities are promising, which projects are consuming too much time, where is the time going, and what is the status of invoices?

This doesn't replace your job. It simply gives you reliable visibility to make faster decisions, without waiting until the end of the month. Direct access: reporting.

Dashboard · Activity
8
Active Deals
5
Projects
3
Invoices
Signals
“Redesign” project: client validation pending
Blocked
SEO quote: follow-up planned
Revival
Invoice: Payment received
OK
A simple, action-focused view: what's blocking, what needs to be restarted, and what's already been fixed.

In an agency or studio, reporting isn't a luxury; it's a safeguard. When you see early on that a project is going off track, you can take action without overreacting. When you see that a promising quote hasn't been followed up, you can get it back. And when you see that an invoice has been pending for too long, you can correct it before it becomes a bad habit.

Many teams end up building a "super spreadsheet" that is ultimately maintained by a single person and becomes unreliable. The day that person is unavailable, or the day the spreadsheet isn't up to date, everyone suffers. An all-in-one platform avoids this pitfall: the data comes from real-world usage (quotes, projects, time tracking, invoices), so the overall view is more reliable.

For the technical teams

A API to connect Djaboo
to your stack, when you need it

In the digital world, you often already have tools, automations, and sometimes an in-house product. Djaboo is designed to integrate seamlessly with your existing workflow. You can start simply and then connect what matters most: data enrichment, synchronization, workflows, portals, and more.

Direct access : api.

Workflows
Connect events (new customer, signed quote, paid invoice) to your automations.
Sync
Synchronize your data sources when you want to avoid re-entering data.
Context
Inject context into a client file (brief, tags, technical information) using your tools.
Scalable
Start simple, then connect what saves you time when the team is ready.
Prices

A simple price,
without bad surprise

Start for free and upgrade to the paid plan only if it suits you. No annual contract required.

Starter

Free

Try it out without obligation

Ideal for structuring your customer base and initial opportunities, then setting up simple execution tracking.

  • Up to 500 contacts
  • Basic commercial pipeline
  • 5 quotes and 5 invoices per month
  • Simple project management
  • Mobile app included
Start for free

No bank card

Recommended

Pro

29€

/ month · per user

For teams that want to connect everything: sales → project → time → invoicing → reporting, with a solid customer base.

  • Unlimited contacts and opportunities
  • Unlimited quotes and invoicing
  • Projects + time tracking
  • Reporting
  • Integrations and APIs
14-day free trial

No bank card

Company

Quote only

Teams, multiple entities, specific processes

For organizations that want a more advanced structure: teams, roles, deployment and support.

  • The entire Pro plan
  • Team organization and roles
  • Dedicated onboarding
  • Priority support
Speak to an advisor
Free to start No bank card Secure hosting Guaranteed data export

If you had to remember just one thing: a good CRM in the digital sector is judged on a daily basis. Can a team member take over a project without asking you ten questions? Are quotes generated faster? Are projects better defined? Does invoicing arrive on time? When the answer is "yes," you've found the right tool.

Ready to restore order?

Fewer tools, fewer oversights,
over visibilite every day

Djaboo brings together the essentials for a digital team: customer relationship management, pipeline, projects, time tracking, invoices, and follow-up. If you want to see how it works in a real-world scenario, try a demo. And if you want to test it right away, you can get started for free.

You can also explore: billingand the follow-up Payments (If you are on this section via another entry point, keep these unique links on the page).

Centralized customer file Projects + related time Quotes and invoices at the right time Secure hosting
5 / 5 - (562 votes)