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CreatiSoul CRM — Services & Billing

A richer commercial layer for a digital-marketing agency: fixed-term & open-ended retainers, one-off projects with installment/milestone billing, and ad-hoc add-ons — all on the company.

Built in the live Warm language. Opens on the Skyline Builders account's Services & Billing tab. Click Add service to see the type picker (Recurring / Project / Add-on) and how each form differs — term selector, installment-schedule builder, add-on flow.

Warm · recommended

Services & Billing — the model

Recurring retainers (with fixed term + renewal and setup fee), projects with milestone installments (50% advance → on approval → on delivery), and add-ons. Plus the unified "Add service" drawer that branches by type.

Fixed-term retainersSetup feeRenewal promptInstallment plansMilestone billingAdd-ons

Open the Services & Billing mockup →