Feature

Business Ops

CRM, invoicing, team management — without the enterprise price tag.

Strata replaces the stack of tools most agencies cobble together. CRM fields capture the context you need on every client. Invoicing runs through Stripe with automatic generation and payment tracking. Saved replies and team roles mean your whole team delivers consistently, not just your best person.

What it does

Every business operations tool your agency needs, built in.

  • Custom CRM field definitions per client with typed values
  • Stripe-connected invoicing: generate, send, and track payments
  • Subscription management for recurring service packages
  • Saved replies for consistent team communication
  • Role-based team access with granular permissions
  • Organization-level settings and billing configuration
  • Client follower system for multi-stakeholder projects
  • Account transaction ledger for revenue tracking

Ready to replace your billing stack?

CRM, invoicing, and team management — all in one place. Get started in minutes.

Connect Stripe