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One client record, start to finish.

A deal becomes a project, approved hours become an invoice, and finished work becomes documentation. Nothing is exported and nothing is re-typed.

Step 01

Win the client.

Deals move through a pipeline next to the work they become. Mark one won and Scrambl drafts the contract and its deliverables in the same move, priced at the value it was sold at.

DealContractProject

Step 02

Deliver the work.

Tasks, hours and discussions stay on the project they belong to, and every approved hour draws against the deliverable that funds it. Clients follow along in their own portal and raise requests that land as tasks on the same project.

TaskTime entryBudget

Step 04

Keep what you learned.

A meeting recording or a captured process becomes an article that remembers where it came from. The same article answers the team through Benny, the client through the portal, and the public through the help center.

CaptureArticleBennyPortal

Why does one system beat ten tools?

Every point tool covers a segment well. The damage happens between segments, in the export, the re-key, and the copy that drifted.

One record, no reconciliation

The client on the deal, the contract, the project, the invoice and the portal is one record, so every number agrees.

Structure without data entry

Deal conversion, ticket promotion and capture fill the model in as a side effect of ordinary work.

No seam to fall through

There is no export between selling, delivering and billing, so nothing gets lost on the way across.

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Where else does work hand off?

Six handoffs run through the workspace. Each one is told in full on the capability page that owns it.

01From closed deal to paid invoiceCRM and sales into billing, through delivery02Budgets that match realityDelivery budgets against the money that pays for them03Know if you can staff what you are sellingSales into resourcing, before anything is signed04Know how every client is doingContacts and interactions into an account read05Requests become scheduled workTickets into delivery, and the status back again06Finished work becomes documentationThe work you already did, turned into knowledge

Frequently asked questions.

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Is Scrambl one system, or several tools integrated together?

One system. The deal, the contract, the project, the time entries, the invoice and the portal all read one set of records, so there is nothing to sync and nothing to reconcile. Integrations bring outside data such as email, meetings and code into those records; they never hold a second copy of the client.

Where does the data come from if nobody re-types it?

From the work itself. Winning a deal drafts the contract, promoting a request creates the task with its attachments, approving hours feeds the invoice, and capturing a process drafts the article. The structure underneath fills in as a side effect of ordinary work rather than as a separate data-entry chore.

What if I only want part of it?

Every capability is switched on per workspace. A team that only wants projects and time tracking runs exactly that, and turning on billing or the portal later is not a migration, because those surfaces read the records you already have.

What happens when a record has to change?

Every edit is audited, changes arrive live rather than on refresh, and merging two records leaves a trace so it can be undone. Custom fields, tags and workflows sit on top of the shared records instead of forking them, so bending the system to your process does not break the reporting.

Ready to crack the chaos?

One workspace for projects, clients, finance, and everything in between. Try for free.

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