CRM for agencies and project firms
Know every client’s margin before the month ends
You see how much of the project budget is used, which work over scope is waiting to be invoiced and which clients are late with payment.
Hours are logged with a timer into a project born from the deal, so margin is calculated from the same money your accounting team sees.
Free up to 100 transactions a month · no credit card · set up from one question.
| Title | Hours | Sessions | Cost | Income | Margin |
|---|---|---|---|---|---|
| Tekhnoservis LLCbeyond the pool: 4 h · to invoice 5,600 | 14 h | 4 | 6,720 ₴ | 15,000 ₴ | 8,280 ₴ 55.2 % |
| Kharchprom PJSC | 4 h | 1 | 1,920 ₴ | no contract | |
| Budinvest LLC | 2.5 h | 1 | 1,200 ₴ | no contract | |
| Ukrlohistyka LLC | 1 h | 1 | 480 ₴ | 9,000 ₴ | 8,520 ₴ 94.7 % |
| Total | 21.5 h | 7 | 10,320 ₴ |
Sound familiar?
Only 1% of agencies bill clients for all the work beyond scope (survey of 273 US agencies, Ignition — an invoicing service for agencies, 2025).
- «The client asked for “one more small thing”, and it stayed in the hours»
- «The project budget is already used up, and we found out from the certificate»
- «Hours are in the task tracker, invoices in accounting, and margin in a spreadsheet once a quarter»
- «The invoice for the previous milestone was paid a month late»
- «The client wants three scope options, and we build each quote from scratch»
Over budget, priced right away
Hours against the paid package and the amount to bill — visible while the “small thing” hasn’t yet grown into a week of work.
Hours
Log hoursthis month 14 of 10
Pool used up: −4
beyond the pool: 4 · to invoice 5,600 ₴
- cost of hours
- 6,720 ₴
- deal amount
- 15,000 ₴
- margin on hours
- 8,280 ₴
A timer in the task
Hours are logged to the project from the task; each person sees their own.
Task
Assigned by: Ihor Tkachenko · 09/26/2026
My hours →
Done
Title *
Emergency recovery of the project report
Certificate from hours, invoice from the certificate
The package and the hours over it in one certificate; the invoice is built from it.
Act No. 2026-0001Issued
09/26/2026 · Tekhnoservis LLC
Title
Work completion act — technical support, September
Document date
26.09.2026
Items are frozen
| Title | Qty | Price | Discount | Amount |
|---|---|---|---|---|
| Technical support, 10 h/month package | 1 pcs | 15,000 | 15,000 ₴ | |
| Hours beyond the package (at 1,400 ₴/h) | 3.5 pcs | 1,400 | 4,900 ₴ | |
| Amount due | 19,900 ₴ | |||
Who owes and since when
Debts by due date and a payment promise with a date — you see whom to remind today.
Debtors
··Columns 6 of 9| Counterparty | Debt amount | Advance | Balance | Days overdue | Promise | ||
|---|---|---|---|---|---|---|---|
| Promelektro LLC | 83,000 ₴ | — | 83,000 ₴ | 15 days | — | ||
| Tekhnoservis LLC | 71,800 ₴4,800 $ · 71,800 ₴ | — | 71,800 ₴ | 27 days | until 09/30/2026 | ||
| Ukrlohistyka LLC | 40,000 ₴ | — | 40,000 ₴ | 22 days | — | ||
| Budinvest LLC | 24,000 ₴ | — | 24,000 ₴ | 5 days | — | ||
| Kharchprom PJSC | 17,500 ₴ | — | 17,500 ₴ | 47 days | — | ||
| Agrosvit LLC | 12,000 ₴ | — | 12,000 ₴ | — | — |
| Title | Hours | Sessions | Cost | Income | Margin |
|---|---|---|---|---|---|
| Tekhnoservis LLCbeyond the pool: 4 h · to invoice 5,600 | 14 h | 4 | 6,720 ₴ | 15,000 ₴ | 8,280 ₴ 55.2 % |
| Kharchprom PJSC | 4 h | 1 | 1,920 ₴ | no contract | |
| Budinvest LLC | 2.5 h | 1 | 1,200 ₴ | no contract | |
| Ukrlohistyka LLC | 1 h | 1 | 480 ₴ | 9,000 ₴ | 8,520 ₴ 94.7 % |
| Total | 21.5 h | 7 | 10,320 ₴ |
Quote No. 2026-0001Sent
09/10/2026 · Ukrlohistyka LLC
Title
Quote: warehouse accounting, “Basic” option
Document date
10.09.2026
| Title | Qty | Price | Discount | Amount |
|---|---|---|---|---|
| Process survey (pre-project audit) | 1 project | 45,000 | 45,000 ₴ | |
| Data migration from Excel and 1C | 1 project | 38,000 | 38,000 ₴ | |
| Krokul Pro license | 20 seat/year | 11,400 | 228,000 ₴ | |
| Total | 311,000 ₴ | |||
Advance and milestones as invoices from the deal
Billing details and amounts aren’t retyped; payment status is visible in the row.
| Number | Title | Status | Date | Counterparty | Amount | |
|---|---|---|---|---|---|---|
| №0001 | Technical support contract, 20 h/month | Active | 10.09.2026 | Tekhnoservis LLC | 15,000 ₴ | |
| №0002 | Invoice — stage 2 (30%) | Issued | 10.09.2026 | Tekhnoservis LLC | 106,800 ₴ | |
| paid 50,000 ₴ of 106,800 ₴ | ||||||
| №0001 | Invoice — 50% advance | Issued | 10.09.2026 | Tekhnoservis LLC | 178,000 ₴ | |
| №2026-0001 | Quote: warehouse accounting, “Basic” option | Sent | 10.09.2026 | Ukrlohistyka LLC | 311,000 ₴ | |
| №0003 | Subscription fee 09/01/2026 — 09/30/2026 | Issued | 01.09.2026 | Tekhnoservis LLC | 15,000 ₴ | |
A project from the won deal
The scope of work and client contacts carry over automatically.
| Title | Counterparty | Status | Owner | Deadlines | |
|---|---|---|---|---|---|
| Support package “Standard” — 10 h/month | Tekhnoservis LLC | In progress | Ihor Tkachenko | 01.08.2026 — … | |
| Full rollout — … | Tekhnoservis LLC | Planned | Olena Hnatiuk | 31.08.2026 — 30.1… |
Integrations
- Google Calendar
- Gmail
- Google Forms
- Website form
- Telegram
- monopay
- NovaPay
- API and webhooks
- Only people with permission see rates and margin
- Unlimited users on every plan
- Data stored in the EU
Questions and answers
How much does it cost?
Users do not affect the price on any plan. Quotes are on the free Deals plan. Contracts, invoices and payments start with the Money plan, $149 per month. Projects, hours, certificates and margin are on the Margin plan, $399 per month.
Do I need an implementation partner to get started?
You can start on your own: the demo company and your own company are both launched from one question about your business type. A certified Krokul partner can take on data migration, accounting integration or complex rules.
How is this different from a task tracker?
A task tracker knows tasks and hours. Krokul also knows the deal, the invoice and the payment: hours are logged to a project born from the deal, so client margin is calculated from the same money your accounting team sees.
Can I run both fixed-price and hourly work?
Yes. A project has a package of hours or a deal amount; hours over the package are visible with their price before the invoice, and margin is calculated from actual hours in both cases.
How is the completion certificate built?
At the end of the period the certificate is assembled from the package and the actual hours over it. The invoice is built from the certificate by converting the document — line items are not retyped.
Who sees rates and cost?
Only roles with that access. Permissions are defined by roles, and the server checks them on every request.
Is there a Gantt chart?
Krokul holds the deal — hours — money link. It has no Gantt charts or task dependencies and doesn’t calculate payroll from hours; the resource plan stays in your own tool.
See a project and its margin in the demo
A demo company with deals, quotes, invoices, projects and hours. Then set up your own from one question about your business type — free, no card required.