Brand audit
CONS-26-rossi
Operational notebook
The operational notebook for agencies
Keep clients, projects, services and team collaboration in one place — structured notes, progress states, process checklists and requests between colleagues.
Who it is for
Built for how consulting work actually moves
bNotes is not a generic CRM — it is the shared notebook that ties delivery work together.
Projects with clear codes
Open a project diary for each engagement — codes like CONS-26-rossi keep everything findable.
Services on a post-it board
Track deliverables as colored cards across columns, with type and status tags you already know.
Processes with states
Follow repeatable checklists from first contact to finished work, step by step.
Team requests
Ask a colleague for help without losing context — requests stay linked to the client or project.
From first contact to finished work
One continuous path: client, project, service, process, points.
01
Client
Capture the relationship, contacts and history in a living 360° profile.
02
Project
Open a coded project space for the engagement and its decisions.
03
Service
Break work into post-it services you can move across the board.
04
Process
Run the checklist for how your studio delivers that type of work.
05
Points
Close concrete items, leave notes and keep status visible to the team.
Inside the notebook
Everything your team reaches for daily
Structured notes, colored status language and collaboration without another tool stack.
Customer 360
See notes, projects, services and open requests around each client in one view.
Services board
Post-it style cards on a column board — the same visual language your team already uses.
Processes with states
Reusable process steps with clear statuses so progress is never tribal knowledge.
Team requests
Send a request to a colleague, discuss in thread, and keep the outcome next to the work.
Collaboration
@mentions, colored tags and reminders keep the right people in the loop.
AI summaries
Catch up on a client or project history with concise AI-assisted summaries.
Plans
Choose your plan
Start free. Grow with realistic limits on clients, projects, services and requests.
Free
Available!
For small studios trying the operational notebook.
- Up to 5 clients
- Up to 10 projects
- Up to 40 services
- Up to 30 team requests / month
Best Value
Pro
Coming soon
For growing agencies that live in projects and services every day.
- Up to 50 clients
- Up to 150 projects
- Unlimited services
- Unlimited requests + AI summaries
Business
Coming soon
For multi-team organizations with custom needs.
- Unlimited clients & projects
- Unlimited services & requests
- Priority support & SSO
- Custom integrations
30-day free trial on all plans, no credit card required.
Still not convinced?
Start for free and see how bNotes holds clients, projects and team work together.
Get Started
FAQ
Frequently Asked Questions
What is bNotes?
bNotes is an operational notebook for agencies and consultants: clients, projects, services, process checklists and team requests — with structured notes, tags and AI summaries.
How do I get started?
Register for a free account, create your organization, and start adding clients, projects and notes right away.
Can I upgrade my plan later?
Yes, you can upgrade anytime from your organization settings. Pro and Business plans will be available soon.
Is there a free trial?
Yes, all plans include a 30-day free trial with full access to all features.
What is the difference between a project and a service?
A project is the engagement container (with a structured code). Services are the colored post-it deliverables inside that project — design, audit, launch kit, and so on — moved across the board as work progresses.
How does process tracking work?
Processes are reusable checklists with states. Attach them to a service or project so everyone sees which step is done, which is next, and what is blocked — without hunting in chat history.
How do we assign work to a teammate?
You do not dump anonymous tasks into a void. Create a request to a colleague, tied to the client or project: they get notified, you discuss in the request thread, and the outcome stays with the work.