Built for teams running work end to end

A work CRM that stops ending at closed-won.

A traditional CRM ends at closed-won. The project tracker starts there. The ops tool catches up a week later. The invoice system runs on a fourth data model. Teams that sell and deliver as one motion end up stitching four tools weekly. Strkr ships a work CRM that carries the record from pipeline through project delivery to invoice on one data model so the stitch disappears.

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What this audience is actually dealing with

The pains that bring buyers here.

Work CRM is the pattern teams reach for when the sales-plus-delivery motion is one business motion but the tooling is three systems. Six pains show up on every call we take with a services firm, agency, or operations-heavy team evaluating a work CRM.

Deal-to-project handoff

Closed-won kicks off a manual rebuild.

In a traditional CRM-plus-project-tracker setup, closing a deal triggers a manual rebuild of the data in the project tool. The project manager re-types the scope, re-maps the stakeholders, and re-imports the key documents. 2 to 4 hours of pure duplication per project kickoff. Strkr work CRM carries the opportunity data forward into the project record automatically.

Scope creep without visibility

Nobody sees the scope-vs-contract drift until invoice.

When the sales contract lives in the CRM and the delivery scope lives in the project tool, the drift between the two is invisible until the invoice reconciliation. The firm bills a reduced scope because the delivery notes diverged from the sold scope. Strkr work CRM anchors delivery to the sold scope and surfaces scope drift the week it happens.

Time and expense disconnect

Billable hours live outside the client record.

Services firms track billable time in Harvest, Toggl, or a timesheet tool. The time entries are not linked to the client record in the CRM. The invoice reconciliation pulls time from one tool, project status from another, and client context from a third. Strkr work CRM carries time entries on the project record directly so the invoice reads from one source.

Renewal visibility

Account managers do not see delivery health.

In the split-tool setup, the account manager preparing a renewal does not see the delivery health (open issues, overdue milestones, scope-change requests, client satisfaction signals) because that data lives in the project tool. The renewal conversation runs on partial context. Strkr work CRM pulls delivery health onto the account record so the renewal conversation runs on the full picture.

Resource planning

Pipeline capacity is a guess.

Operations lead wants to answer "if we close the top 10 opportunities this month, can we deliver?" The answer requires joining pipeline data (close probability, project size) with delivery capacity data (team availability, open-project load). The join lives in a spreadsheet refreshed quarterly. Strkr work CRM ships the capacity-vs-pipeline join as a live view.

Invoice reconciliation

Finance stitches three tools every month.

The monthly invoice run pulls time from the time tracker, scope from the project tool, and client context from the CRM. Finance reconciles the three tools and sends the invoice. 20 to 40 hours of finance time a month in a mid-size services firm. Strkr work CRM reads invoice-ready data from one source and the reconciliation collapses to a validation step.

What Strkr ships

Nine primitives of a work CRM.

The cards below are the primitives Strkr ships that teams running sales-plus-delivery motions tell us matter.

Opportunity to project

Closed-won auto-creates the project record.

When an opportunity reaches closed-won, Strkr creates a project record with the scope, stakeholders, documents, and billing terms carried forward from the opportunity. The project manager steps into a pre-populated record instead of rebuilding the data.

Projects module

Sprint, backlog, roadmap, release views.

Strkr projects module ships sprint, backlog, roadmap, Kanban, and release views. Issue types, custom fields, workflow automation, and dependency tracking at parity with Jira. The team runs delivery in the same tool it runs sales.

Time entries

Billable time on the project record.

Strkr time entries log against project tasks with billable rate, approval workflow, and project rollup. The time data lives on the project record so invoicing reads from one source. Teams running Harvest or Toggl can keep those tools and sync time entries in.

Scope anchor

Delivery tracks against sold scope.

Strkr anchors the project scope to the sold opportunity line items. Scope creep surfaces as a visible delta the week it happens, not at the invoice reconciliation. The account manager has the data to run the scope conversation with the client.

Delivery health on account

Account manager sees the full picture.

The account record surfaces delivery health inline: open issues, overdue milestones, scope-change requests, client satisfaction signals from the project module. The renewal conversation runs on the full picture.

Capacity vs pipeline

Live capacity view against open pipeline.

Strkr ships a capacity-vs-pipeline view that joins the open opportunity load (probability-weighted) with the delivery team capacity (open projects, upcoming milestones, team availability). Operations plans resourcing on live data instead of a quarterly spreadsheet.

Invoice-ready data

Finance reads one source.

The invoice run reads time entries, project milestones, and billing terms from one Strkr source. Finance validates and sends. The monthly reconciliation collapses from 20-40 hours to a 2-4 hour validation step.

Client portal

Clients see project status and invoices.

Strkr ships a lightweight client portal that gives the client visibility into project status, milestones, open issues, time logged, and invoice history. The portal reduces status-check emails and gives the client a visible record of the engagement.

Strkr AI delivery brief

Weekly client update drafts automatically.

Strkr AI drafts the weekly client update from the project record: milestones hit, open issues, upcoming decisions, scope-change requests. The project manager reviews and sends. The weekly status email stops being a Thursday-afternoon writing exercise.

How firms consolidate

Six patterns from the work-CRM consolidation.

The patterns below are live customer motions from services firms, agencies, and operations-heavy teams that consolidated from a split CRM-plus-project-tracker-plus-time-tracker stack to Strkr work CRM. The common thread is the stitch costs more than any of the individual tools.

Agency consolidation

Six tools collapsed to Strkr plus Harvest.

A 24-person marketing agency ran HubSpot CRM, Asana projects, Harvest time, Google Drive documents, QuickBooks invoicing, and Slack. On Strkr the agency collapsed to Strkr (CRM, projects, documents, invoicing data) plus Harvest for time (synced in) plus QuickBooks for the general ledger. The ops lead measured a 30 percent reduction in context-switching time and the finance lead reclaimed roughly 15 hours a month on invoice reconciliation.

Services firm handoff

Deal-to-project handoff dropped from 4 hours to zero.

A 40-person services firm had a 4-hour project-kickoff ritual where the project manager rebuilt the client data in Asana after sales closed the deal in HubSpot. On Strkr the closed-won automatically creates the project record with scope, stakeholders, and documents carried forward. The kickoff ritual collapsed to a 30-minute scope-review conversation and the PM team reclaimed roughly 30 hours a month of pure duplication time.

Scope creep visibility

The invoice-reconciliation scope delta surfaced in week 2.

A 30-person consulting firm had been losing an estimated 15 to 20 percent of billable scope to scope-creep drift because the sold scope lived in Salesforce and the delivery scope drifted in Asana without a comparison. On Strkr the project scope anchors to the sold line items and scope drift surfaces visually. The account manager has the data to run the scope conversation in week 2 instead of at invoice time. The firm measured a measurable improvement in realized margin on project work.

Renewal conversation

Account manager walked in with the full picture.

A 25-person SaaS implementation firm ran renewals on CRM data alone (last contract, open opportunities) because the delivery health lived in a separate project tool the account manager did not log into daily. The renewal conversation ran on partial context. On Strkr the delivery health surfaces on the account record so the account manager walks into the renewal conversation with open issues, overdue milestones, and satisfaction signals in hand. The renewal rate improved measurably.

Resource planning

Capacity view answered the "can we deliver?" question.

A 60-person agency had been running a quarterly spreadsheet exercise to answer "if we close the top opportunities, can we deliver?" The spreadsheet was out of date by month two. On Strkr the capacity-vs-pipeline view runs live. Operations plans resourcing on live data and the sales team has a signal when the pipeline is outpacing delivery capacity. The managing partner sized the strategic clarity improvement as the top return on the consolidation.

Finance consolidation

Invoice run dropped from 30 hours to 4.

A 50-person services firm ran monthly invoicing by pulling time from Toggl, scope from Jira, and client context from Pipedrive. The reconciliation took 30 hours a month. On Strkr the invoice-ready data reads from one source. Finance validates and sends. The monthly cycle collapsed to 4 hours of validation work and the finance lead redirected the recovered time to actual financial analysis.

Honest limits

What Strkr work CRM will not do today.

Any vendor claiming the work CRM covers every workflow at every scale is overselling. The list below is what Strkr does not do today, so the buying decision rests on real expectations.

Not a full ERP

General ledger stays in QuickBooks or NetSuite.

Strkr covers CRM, projects, time entries, and invoicing-ready data. The general ledger, accounts payable, inventory, and multi-entity consolidation stay in QuickBooks, Xero, or NetSuite. Strkr integrates with each for the invoice and payment data flow.

Not a full project management replacement

Dedicated PM tools still fit some teams.

Strkr projects module covers sprint, backlog, roadmap, Kanban, and release views at parity with Jira and Monday for most teams. Teams running sophisticated enterprise PM workflows (dependencies across 100-plus parallel projects, custom report builders with heavy Gantt use, cross-functional portfolio management) may still prefer Smartsheet or Microsoft Project.

Light timesheet

Harvest or Toggl still fits some firms.

Strkr native time entries cover the standard timesheet workflow (log time against project tasks, approval, billable rate, project rollup). Firms with sophisticated time-tracking needs (desktop idle detection, screenshot capture, deep ERP integration) typically keep Harvest, Toggl, or a dedicated time tool and sync entries in. The sync is a shipped integration.

Native invoicing is light

QuickBooks or Xero handles the full billing cycle.

Strkr generates invoice-ready data (time, scope, billing terms) and renders a basic PDF invoice. The full billing cycle (payment processing, dunning, revenue recognition, tax reporting) stays in QuickBooks, Xero, or Stripe. The handoff is tight; Strkr is not pretending to be a billing platform.

Not a resource management suite

Dedicated PSA tools still fit the largest firms.

Strkr covers capacity-vs-pipeline for mid-market services firms and agencies. Firms running sophisticated resource management (skills-based matching, demand forecasting, revenue-attribution to resource utilization) at 100-plus delivery headcount may still prefer Mavenlink, Rocketlane, or Kantata.

Client portal is lightweight

White-label portals need a dedicated tool.

Strkr client portal is a lightweight visibility surface for project status, milestones, and invoices. For heavily customized white-label client portals with custom workflows and bespoke branding, a dedicated client-portal tool (SuiteDash, Moxo) still fits. The Strkr portal covers the common case.

Head-to-head

Strkr work CRM vs the split tool stack head to head.

The comparison below is against the typical split stack of CRM plus dedicated project tool plus time tracker plus invoicing tool. Data draws from interviews with 28 services firms and agencies that consolidated to a work CRM.

Feature Strkr Split tool stack
Deal-to-project handoff Automatic on closed-won 2 to 4 hours of manual rebuild
Scope drift visibility Week-of visible delta Discovered at invoice reconciliation
Time entries On project record; native or synced Separate tool; manual reconciliation
Delivery health on account Inline on account record Lives in separate project tool
Capacity vs pipeline Live join view Quarterly spreadsheet
Invoice reconciliation One source; validation only Stitch 3 to 4 tools monthly
Client portal Native lightweight portal Separate tool or email-only
Renewal visibility Full delivery health on account CRM data plus separate check-in
Tool count typical 2 (Strkr plus accounting) 4 to 6
Monthly ops reconciliation time Roughly 4 hours Roughly 20 to 40 hours
How teams use Strkr

How firms run on Strkr work CRM.

The playbooks below are live customer motions from services firms and agencies running sales-plus-delivery on Strkr. Numbers from pilots and the first wave of consolidations.

Marketing agency, 24 people

Six tools collapsed to Strkr plus Harvest plus QuickBooks.

A 24-person marketing agency ran HubSpot CRM, Asana projects, Harvest time, Google Drive documents, QuickBooks invoicing, and Slack as the daily stack. On Strkr the agency collapsed to Strkr for CRM, projects, documents, and invoicing data, plus Harvest for time (synced in) plus QuickBooks for the general ledger. The ops lead measured a 30 percent reduction in context-switching time across the team. The finance lead reclaimed roughly 15 hours a month on invoice reconciliation. The managing partner sized the tool consolidation at the top of the first-year ROI story.

Services firm, 40 people

Project-kickoff ritual collapsed to a scope review.

A 40-person services firm had a 4-hour project-kickoff ritual where the PM rebuilt the client data in Asana after sales closed the deal in HubSpot. On Strkr the closed-won automatically creates the project record with scope, stakeholders, and documents carried forward from the opportunity. The kickoff collapsed to a 30-minute scope-review conversation with the client. The PM team reclaimed roughly 30 hours a month of pure duplication time, which the operations lead redirected to actual delivery work.

Consulting firm, 30 people

Scope-creep margin leak closed.

A 30-person consulting firm had been losing an estimated 15 to 20 percent of billable scope to scope-creep drift because the sold scope lived in Salesforce and the delivery scope drifted in Asana without a comparison surface. On Strkr the project scope anchors to the sold line items and scope drift surfaces visually the week it happens. The account manager has the data to run the scope conversation in week 2 instead of at invoice time. The firm measured a measurable improvement in realized margin on project work over two quarters.

SaaS implementation firm, 25 people

Renewal rate improved on better delivery visibility.

A 25-person SaaS implementation firm ran renewals on CRM data alone because the delivery health lived in a separate project tool the account manager did not log into daily. The renewal conversation ran on partial context. On Strkr the delivery health (open issues, overdue milestones, satisfaction signals) surfaces on the account record. The account manager walks into the renewal conversation with the full picture. The firm measured a measurable renewal-rate improvement over the first two renewal cycles.

Agency, 60 people

Capacity view answered the top strategic question.

A 60-person agency had been running a quarterly spreadsheet exercise to answer "if we close the top opportunities this quarter, can we deliver?" The spreadsheet was reliably out of date by month two and the answer was always a guess. On Strkr the capacity-vs-pipeline view runs live, joining the open opportunity load (probability-weighted) with the delivery team capacity. Operations plans resourcing on live data and the sales team has a signal when the pipeline is outpacing delivery capacity. The managing partner sized the strategic-clarity improvement at the top of the consolidation ROI story.

A work CRM that carries the record end to end.

Start a 14-day trial. Opportunity-to-project automation, sprint and backlog views at parity with Jira, time entries on the project record, scope-drift surfacing, delivery health on the account, capacity-vs-pipeline live view, and invoice-ready data for one source of truth.

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Common questions

What buyers in this bucket ask most.

What is a work CRM, and how is it different from a regular CRM?

A traditional CRM ends at closed-won: the record carries pipeline, contacts, and activities but does not carry delivery or operations data. A work CRM extends past closed-won into project delivery, time entries, invoicing data, and renewal context. The design assumption is that teams running sales-plus-delivery as one business motion want the record to carry the full picture, not stop at the handoff. Strkr is a work CRM.

Who is the typical fit for a work CRM?

Three segments. First, services firms (consulting, agencies, implementation partners) where the sold scope and the delivered scope are the same business. Second, custom-build businesses (custom development, custom manufacturing, custom professional services) where every project is new work. Third, revenue-plus-operations hybrids (field service, project-based SaaS implementations, ongoing engagement models) where delivery health drives renewal. Teams that sell a transactional product with no ongoing delivery (pure product SaaS, pure e-commerce) typically do not need the work-CRM depth.

Does Strkr replace Jira or Monday for the project side?

For most teams, yes. The Strkr projects module ships sprint, backlog, roadmap, Kanban, and release views at parity with Jira and Monday for the typical services-firm or agency workflow. Teams running sophisticated enterprise PM workflows (dependencies across 100-plus parallel projects, heavy Gantt use, cross-functional portfolio management) may still prefer Smartsheet, Microsoft Project, or a specialized PSA tool. For the typical 10 to 60-person services firm or agency, Strkr covers the project side cleanly.

Does Strkr handle time tracking natively?

Yes. Strkr native time entries log against project tasks with billable rate, approval workflow, and project rollup. For firms with sophisticated time-tracking needs (desktop idle detection, screenshot capture, deep ERP integration) the Harvest and Toggl integrations keep those tools and sync entries into Strkr. The sync is a shipped integration. For most teams the native layer covers the standard timesheet workflow.

Does Strkr replace QuickBooks for invoicing?

No. Strkr generates invoice-ready data (time entries, scope, billing terms, discounts) and renders a basic PDF invoice. The full billing cycle (payment processing, dunning, revenue recognition, tax reporting, general ledger) stays in QuickBooks, Xero, or NetSuite. The handoff is tight: Strkr pushes invoice-ready data to the accounting system and reads back the payment status. Finance keeps the accounting tool and reduces the manual reconciliation work.

What does a migration to Strkr work CRM look like for a services firm?

Four phases. First, data migration: Strkr pulls CRM data from the previous system (HubSpot, Salesforce, Pipedrive) and project data from the previous project tool (Asana, Jira, Monday) and merges on the account record. Second, workflow mapping: the automation rules and workflow logic rebuild for 2 to 3 weeks. Third, time-tracking integration: Harvest or Toggl connects and historical time entries sync. Fourth, parallel operation: we recommend running the old stack read-only for 30 to 45 days as a safety net. Total elapsed time from kickoff to full cutover is 8 to 12 weeks for a typical 20 to 60-person services firm.

Also built for

Related audiences.

Agencies Accounting Firm CRM AI CRM Software All-in-One CRM Automated CRM B2B CRM Basic CRM

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