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Melororium

Client Briefing· Clients

A client brief, no calls needed.

A public form with up to 30 custom fields the client fills out once. Answers land directly on the client's record.

crm.melororium.com/client-briefing
Client Briefing — Melororium screenshot

What's inside Client Briefing

4 things it does that a spreadsheet can't.

1
A multi-step wizard, not one long form.

Numbered sections with their own progress bar.

2
Self-healing logic.

A broken required question auto-becomes optional so the form can never lock up.

3

Bulk send to up to 100 people at once, tracked by batch.

4

Three-state tracking — Awaiting, Viewed, Responded.

Built so a kickoff call isn't the first time you hear the brief.

Scope usually arrives in fragments across five emails. A structured form gets it all in one place before day one.

01Structure

A wizard, not a wall of questions.

Numbered sections with their own stepper.

Try it in the demo
crm.melororium.com/client-briefing
Client Briefing — Structure

02Reliability

A broken question can't break the form.

Self-healing logic, automatically.

Try it in the demo
crm.melororium.com/client-briefing
Client Briefing — Reliability

03Tracking

Know exactly where each brief stands.

Awaiting, Viewed, or Responded, with real completion-rate stats.

Try it in the demo
crm.melororium.com/client-briefing
Client Briefing — Tracking

Frequently Asked Questions

Have a question that needs a human to answer?

No problem, email us at support@melororium.com

A public form, up to 30 fields, filled once via a link.

The client record; no project link exists.

Every plan, no tier restriction: Starter $29/mo (4 users), Agency $59/mo (15 users), Studio $119/mo (25 users).

Yes, in one action.

No, there's no project field. Answers land on the client record; an admin converts or links it afterward.

Every instrument. One workspace.

28 tools that share one database, so an hour logged on a task shows up in reports, invoices and the dashboard without re-entry.

Flat fee · no seat tax

Ready to escape the seat-tax trap?

Tasks, timers, CRM and invoices for the whole team at one price. Start the 14-day demo — no credit card.

$0

per seat, ever

28

instruments, one login

4–25

people on one price