From pitch to retainer, without the handoff gap.
Agencies lose margin in the seams — between the pitch that promised the scope, the team delivering it, and the invoice that goes out three weeks late.
The gaps are predictable.
Not because the software is bad, but because each system only holds part of the story.
- 01The proposal lives in a doc nobody links to the project.
- 02Delivery hours are tracked somewhere the account lead never opens.
- 03Invoices are rebuilt by hand from scope that has already changed.
When the context is shared.
The won deal becomes the project
An opportunity that closes creates the project, tasks and billing schedule with the scope already attached.
Time reaches the invoice
Recorded hours roll into billing without a re-entry step, so what you delivered is what you charge for.
Retainers renew on evidence
Campaign results, delivery history and account revenue sit on one client view before the renewal conversation.
In the order most companies switch them on.
You do not need all of them on day one. Each step is useful before the next one exists.
- 01Sarva CRMA sales workspace for leads, accounts, opportunities and the daily work of moving deals forward.Early access
- 02Sarva MarketingSegments, campaigns and automated journeys that run on live customer context instead of stale lists.Early access
- 03Sarva ProjectsProjects, tasks, timesheets and billing linked to the order that started them.Available
- 04Sarva ERPQuotations, orders, invoices, payments, accounting, purchasing, inventory, projects and manufacturing.Available
- 05Sarva AutomationVisual workflows with triggers, conditions, approvals and actions that reach across every product.Early access
Whichever products you use, they are working on one customer record.
Scroll horizontally to follow the chain →
Does this match how your business runs?
Tell us where the manual work sits today and we will be specific about which of these products would remove it, and which of them are not ready yet.