Use cases / Services
Sonaris for agencies, studios and practices
You do work for clients and bill by project, retainer or session. Sonaris keeps the enquiry, the project, the contract, the invoice and the client's guest seat on one record, so nothing is typed twice.
Start with CRM, add two more when you need them
Most services businesses start with the client record. Every other module attaches to it.
A brief on your site or a booking page creates the contact and the deal, tagged by source, with the answers attached.
When the deal is won, a project opens from your template and the client joins as a free guest to see their files and tasks.
The milestone contract and the invoices come from the deal value, on the same record as the project.
Three flows that run themselves
Each one is a trigger and a few actions in Flows, working on the same record as everything else.
Open the project from a template, issue the contract, invite the client as a guest.
Send the files, issue the next invoice, post to the project room.
A deal with no reply for a week gets a follow-up task for its owner.
How seven services businesses run on Sonaris
Each story starts with one module, adds more and ends up connected by Flows. The businesses are fictional; the system is the one you get.
Web agencies
Lowtide Digital · Brighton and LisbonPipeline to milestone contract to sitemap to go-live checklist to care plan.
Mastering engineers
Halfmoon Mastering · LondonSession bookings with deposits, versioned masters and delivery checks that send the invoice.
Photographers and video editors
Pine & Marlow · BristolClient galleries, bookable packages, a project per shoot and print sales.
Accountants
Larkspur Accounts · LeedsOnboarding forms, fixed fees by milestone, a project per return and calm in January.
AI consultants
Kestrel Applied · ManchesterWorkshop maps, searchable playbooks, fixed-scope sprints and pilots that call out over HTTP.
Events companies
Ninefold Events · LondonShow-day runbooks, an event bible for the crew, milestone proposals and ticket sales.
Tech law firms
Kerrow & Vale · LondonA searchable precedent bank, versioned matters, conflict checks and fixed-fee packages.
Also works for: Illustrators and graphic designers, who sell from a shop and take commissions, so their story sits under Products.
Agencies with several offices or brands run a workspace each, isolated at the database level, with role-based permissions on every module and people who work across them joining each one.
What it replaces
One login, one invoice and one customer record instead of a tool per job.
| Need | Typical tool | In Sonaris |
|---|---|---|
| CRM and pipeline | HubSpot, Pipedrive | CRM · included |
| Client management, proposals and invoices | HoneyBook, Dubsado, Bonsai | CRM, Commerce and Payments · included |
| Projects | Asana, Monday, ClickUp | Projects and Checklists · included |
| Booking and forms | Calendly, Typeform | CRM booking pages and Forms · included |
| Chat and docs | Slack, Notion | Chat and Folio · included |
| Files | Dropbox, Drive | Files · included |
Six seats. Twelve clients invited as free guests to their projects, chat rooms and files. One public site, two shared inboxes. Guests never need a seat, so the price grows with your team, not your client list.
See pricingImport contacts and deals from a CSV on day one. Start the next new project in Sonaris and let the ones in flight finish where they are.
Everything exports in open formats whenever you want.
How switching worksStart with CRM
$20 a seat with every module included, guests free. Sonaris launches on 1 December 2026.
Cancel any time · export your data whenever you want