Know what you owe every client this week.
PreviewPreviewArc is a small CRM for people who run a small agency. It keeps your clients, what each one pays for, the work that repeats every week and month, and the extras they ask for. Your leads and your own to-do list live there too.
Matt reviews each request, typically within a week
List the work once. Arc makes the to-dos.
Write down what you do for a client every week or month. Arc turns each line into a to-do for the current week or month and puts it on one list.
Six things. Kept in one place.
Who your clients are, what each one is on, what you owe them, what they've asked for, and where the next one is coming from.
Clients
A page per client: what they're on, what you do for them and what they've asked for. Enough that someone covering for you would know what to do.
Recurring work
A weekly or monthly checklist on each plan. Every entry becomes a to-do for the current week or month. Miss one and it stays on your list as overdue.
Requests
The one-off asks. Each one has to be marked included in plan, billable or free before it can be saved, so nothing turns into free work by accident.
Plans
The monthly price, the start date and what's included, in your own words. Key dates, like an offer deadline or a price change, show up on your week from 60 days out.
This week
One list of what's due by Sunday: recurring work, open requests and your own to-dos with a date. The to-do list is for everything not owed to one client.
Leads
Forms on your site turn submissions into contacts that remember which form they came from. Broadcasts and sequences go out through your own Resend account.
Same clients. Different week.
Your agent runs the lead side. You review.
Arc has a command line. An agent like Claude Code can set up forms, tag and move contacts, and send email for you, and you check the result in the dashboard. Client tracking is in the dashboard only for now.
Not another thing to remember
If you run a handful of clients on monthly plans and keep the details in your head, a notes app and your inbox, this is the difference. Arc doesn't send invoices, take payments, track time or give your clients a login.
Your head, a notes app and the inbox
- What's due this week?Whatever you remember on Monday
- A week you missedEasy to lose track of
- An extra a client asks forSomewhere in an email thread
- Offer deadlines and price changesA reminder, if you set one
- Someone covering for youThey have to ask you
Arc
- What's due this week?One list of what's due by Sunday, sorted by due date
- A week you missedStays on your list as overdue until you deal with it
- An extra a client asks forMarked included, billable or free before it's saved
- Offer deadlines and price changesOn your week from 60 days out
- Someone covering for youThe plan, the work and the requests are on the client's page
Three steps to your first week
Request access, add a client, open This week.
Add a client and their plan
Price, start date, what's included
Open This week
What's due, in one list
Not ready yet? Follow along.
Leave your email and you'll hear when something new ships. No schedule, no newsletter.
Get your clients out of your head
Arc is built by Matt, who runs a small web agency, for his own clients. It's free while it's in preview.
Request beta access