An agency does not lose money on tasks. It loses it in the four places between the signed quote and the collected payment: the project that starts with a briefing call, the scope that grows unrecorded, the retainer that exists in one person’s reminders, and the invoice that never goes out. NoxOrigin connects the pipeline, the client record, the project, the quote, the GST invoice, and the payment so those four gaps have somewhere to show up.
This is a page about agency CRM and project management specifically — the hand-off from won deal to live project, what delivery actually needs to see, and how retainer and project work should be modelled so neither one depends on memory.
These are operational rather than cultural. They happen because the information needed to catch them sits in two systems that do not talk to each other, and the person who holds both halves in their head is usually also the person doing the delivery.
The won deal is a PDF proposal, so the first project meeting exists to reconstruct what the client already agreed. Every new starter pays that cost again, and the reconstruction is rarely identical to the original.
Extra work gets agreed verbally, delivered anyway, and never re-estimated, so a project that was profitable on paper quietly stopped being profitable — and nobody can prove which month the margin moved.
The monthly check-in, the renewal conversation, and the site visit are reminders somebody created for themselves. When that person takes leave, the client notices before the agency does.
Revenue is read as a total, so quoted, billed, and collected look identical. A client can be the largest account on the list and owe most of what was delivered to them.
Eight steps, each inheriting the record before it. A delivery lead and a founder can both run this sequence; it is not a feature list.
This is the practical difference between a CRM plus a project tool and one record. When the project inherits the client, the contacts, and the agreed quote, a designer opening the task list does not have to ask who the client is or what was promised. They can also see what has already been invoiced on that project, which changes how they talk about a change.
It also survives staff turnover. The context is in the record rather than in an inbox, so a new member learns the client from the project itself. See how projects and tasks are structured.
Project work is scoped, delivered against that scope, and invoiced — often once at the end. Retainer work has no end date, repeats on a cadence, and is invoiced each period, so its commitments are modelled as recurring follow-ups that the record regenerates instead of reminders somebody wrote for themselves.
What this is not: a subscription or membership billing engine with proration, retries, and scheduled dunning. A retainer here is recurring work in a project plus invoices. If you need metered billing or self-service plans, that is a different product and we would rather point you at it than stretch this one.
An agency usually knows its revenue and little else. Holding these four states apart is what makes a profitability conversation with a difficult client possible: the client can be profitable on revenue and expensive on attention, and only the combination of project economics and client money shows it.
Treat project economics as a commercial review rather than an audited margin. NoxOrigin does not post your overhead, payroll, or vendor costs, so the numbers are there to change a decision — which project to keep taking, which retainer to renegotiate — not to replace your accountant. See how project economics are read.
Growth is ₹1,600 per month or ₹15,000 per year, with a 30-day trial, 10 users, 50 active projects, 10,000 contacts, Razorpay payment links, and multiple sales processes. Agency is ₹5,000 per month or ₹48,000 per year, with 25 users, 3 workspaces, 250 active projects, and 50,000 contacts. Starter is ₹800 per month with 3 users and 10 active projects. NoxCRM, Nox-Billings, and Nox-Tickets are separately scoped custom deployments, not subscription tiers.
It adds the half of the relationship that happens before the work exists. A project tool holds tasks; a CRM holds who the client is, who is responsible for the relationship, what was agreed, what is at which stage, and what the next action is with a date on it. When the two are separate objects, the person delivering the work opens a task list and has no idea what the client actually bought. When they are the same record, the project arrives with the client, the contacts, and the agreed scope attached.
As a project that does not close, with the repeating commitment modelled as a recurring follow-up rather than a reminder in somebody's calendar. A retainer produces recurring invoices against the same client record, and the monthly check-in, renewal conversation, or site visit is a dated, assigned item that the record regenerates. What NoxOrigin does not have is a separate retainer or subscription billing engine with proration and automatic dunning — a retainer is recurring work in a project plus invoices, not a membership product.
Project work is scoped, quoted, delivered against that scope, and invoiced — often once at the end, sometimes against agreed stages. Retainer work has no end date, repeats on a cadence, and is invoiced each period, which is why its follow-ups are recurring rather than one-off. Both live on the same client, so the commercial read is the same: quoted, billed, collected, and outstanding per client, and per project where the project is the unit of work.
It becomes a new quote attached to the same project. There is no change-request record, no milestone record, and no deliverable record in the product, and we prefer to say that plainly rather than imply a contract-management module. The practical sequence is: agree the extra work in writing, raise a quote for it against the project, and invoice that quote. The project then shows the original quote and the additional one side by side, which is the evidence you actually want when the client asks why this month is higher than last.
Yes, and that is the view worth having. Quoted, billed, collected, and outstanding are four separate states, reported per client and per project, and the gap between quoted and billed is the one that shows work which was agreed and delivered but never invoiced. Every number can be traced back to the records it came from, so it is a review rather than a reconstruction. Project economics are a commercial read, not audited margin — NoxOrigin does not post your overhead, payroll, or vendor costs for you.
Not entirely, and we will not pretend otherwise. NoxOrigin models delivery as client projects, task lists, assignments, due dates, priorities, and recurring follow-ups attached to a client and opportunity. A dedicated agency work-management product will go further on resourcing views, capacity, utilisation, and templates. Keep it when the commercial chain is the constraint, and keep the dedicated tool when resourcing depth is. Running both is possible, but then somebody owns the reconciliation, and that should be written down before you start.
Growth is ₹1,600 per month or ₹15,000 per year, with a 30-day trial, 10 users, 50 active projects, 10,000 contacts, Razorpay payment links, and multiple sales processes. Agency is ₹5,000 per month or ₹48,000 per year, with 25 users, 3 workspaces, 250 active projects, and 50,000 contacts. Starter is ₹800 per month and covers 3 users and 10 active projects. Most agencies start on Growth and move to Agency when a second workspace genuinely needs separate records.
Bring one retainer client and one project client. We will map how each one is sold, delivered, invoiced, and chased on NoxOrigin — and tell you where the current setup loses the record.