Clients & opportunities
Every contact, deal and interaction on one timeline. See exactly where each opportunity stands and what happens next.
CRM · Inbox · Suppliers
The studio operating system
Run every client and project from one calm place.
Soshiki unifies clients, opportunities, projects, sprints, proposals and cash flow into a single workspace — with AI that handles the busywork. Fewer tabs, less chaos, more of the work you actually care about.
All your client work, from lead to launch, in a single AI-powered workspace
CRMOpportunitiesProjectsSprints & boardsProposalsEstimatesCalendarCloud filesCash flow
What's inside
Everything a studio needs to run, and nothing it doesn't.
Six connected areas that share the same clients, projects and numbers — so you enter things once and they show up everywhere.
Projects
Turn a won opportunity into a live project in one click. Track scope, deadlines and the margin on every job.
Scope · Deadlines · Margin
Agile project management
Backlogs, sprints and kanban boards — with AI that drafts your stories, estimates them and splits the big ones.
Backlog · Board · Sprint
Proposals & estimates
Write proposals in a rich editor, get an AI team estimate section by section, then export a polished, branded PDF.
Editor · AI estimate · PDF
Calendar & files
Your whole week at a glance and every document in one place — each linked to the client and project it belongs to.
Calendar · Cloud · iCal
Finance & cash flow
See what's owed, what's due and what's overdue. Your runway at a glance — without wrestling a spreadsheet.
Payments · Expenses · Runway
Drafted by AI
Proposals & estimates
Win the work with proposals that write themselves.
Start from a template or a blank page, let AI draft each section, and get a defensible team estimate with day rates, contingency and margin. Export a branded PDF when it's ready.
- Rich section editor — tables, diagrams and images, organised with a live index.
- Estimate with the AI team — five specialist agents size the work and price it.
- One-click PDF — a polished, cover-to-terms document in your colours.
75% done· PRJ005
Project management
From idea to sprint, without the busywork.
Describe what you want to build and Soshiki's AI drafts a full backlog — epics, stories and points. Refine it in a live chat, drag stories across the board, and ship in sprints.
- AI backlog generation — turn a brief into structured epics and stories in seconds.
- Live refinement chat — ask to split, re-estimate or reword stories, right in context.
- Boards & sprints — kanban columns, points and progress that roll up to the project.
€255 net· this month
Drafted by AI
Finance
Always know where the money is.
Every payment and expense lands next to the project that earned it. Soshiki nets it out for you: what you're owed, what you owe, and what's slipped overdue.
- Cash flow at a glance — collect, pay and net, with overdue flagged in red.
- Live dashboard KPIs — contract value, revenue, expenses and margin, always current.
- Invoice inbox — forward a supplier bill and it files itself against the right expense.
Intelligence
AI, woven through — not bolted on.
The same assistant that plans your work also drafts your proposals and prices your estimates. It lives inside the tools you already use, not in a separate chatbox.
01
Generate the backlog
Turn a project brief into structured epics, stories and points you can refine.
02
Refine by chatting
Split, re-estimate or reword stories in a live conversation, scoped to the project.
03
Draft proposals
Write and rewrite proposal sections, then have AI review them for gaps.
04
Estimate as a team
A panel of specialist agents sizes the work and returns a priced, defensible estimate.
Getting started
Up and running in an afternoon.
01
Bring in your work
Import clients and suppliers, or add your first opportunity. Won deals become projects with a click.
02
Plan it with AI
Generate a backlog, draft a proposal, get an estimate — then shape it into sprints your way.
03
Deliver and get paid
Track progress on the board, log payments and expenses, and watch your cash flow stay in the black.
Bring your studio into one calm stack.
Start organising clients, projects and cash flow today. It only takes a few minutes to see the difference.