1–10 person web studios

You use Dubsado.
You still run your
projects in a spreadsheet.

Dubsado for contracts. A spreadsheet for everything else. Sticky notes for deadlines. CraftBaseOS replaces that spreadsheet — client pipeline, quotes, project tracking, all in one place.

Client Pipeline Auto Quotes Project Tracking
The problem

Every web studio starts the same way: a spreadsheet here, a Trello board there, an inbox full of "where are we on this?" It works until it doesn't.

One extra client means one more thing to track. Two more means you're answering questions instead of doing work. Three, four, five — and suddenly you're spending more time managing the studio than running it.

What changes

From chaos to clarity.

01
Never chase a client again.

Automated status updates go out before they ask. Everyone knows where things stand.

02
Quote in thirty seconds.

Pick the package, send the proposal, done. No more building a custom email for each inquiry.

03
Know exactly where every project stands.

One view shows your full pipeline — from first contact to final delivery.

04
Give every lead a proper SEO read.

Automated audits surface the right recommendations before your first call.

Core modules

Everything that runs a studio.

Client Pipeline

Every lead, every quote, every project — tracked from first contact to final invoice. No more "where are we" emails.

  • Lead intake with source tracking
  • Project stage automation
  • Delivery milestone alerts

Quote Builder

Standard proposals, personalized in seconds. Your packages, your terms, your branding — sent without opening a new email.

  • Package-based templates
  • Branded proposal delivery
  • Acceptance tracking

SEO Diagnostics

Automated audit of every new site's baseline — tech, content, local signals. Actionable before you talk to the client.

  • Technical SEO baseline scan
  • Keyword opportunity report
  • Competitor visibility snapshot

Revenue Dashboard

Pipeline value, monthly recurring, project margins — at a glance. Make better decisions with real numbers.

  • Active pipeline overview
  • Monthly recurring revenue
  • Project margin tracking
How it works

Set up once. Run forever.

01

Define your packages

Artisan Site, Serenity Website, Visibility Option — your existing offers become one-click templates.

02

Import your pipeline

Drop in your current leads and projects. Everything that exists gets a stage, a deadline, and a value.

03

Let it run

Proposals go out, reminders fire, diagnostics populate — all on schedule. You focus on the work, not the admin.

"The studio that runs on clear systems doesn't just survive — it grows. Every project delivered on time, every client kept in the loop, every decision backed by real data. That's what CraftBaseOS makes possible."