Case study 01 · Kirk & Co., in-house
From scattered client work to the CRM Kirk & Co. now offers
- Problem
- Running Kirk Web Design, client records, inquiries, invoicing and follow-up sat in too many places to give one view of the work.
- Built
- One record per customer from the first call to the paid invoice: leads, quotes, jobs with their tasks and crew, and payments from Stripe.
- Changed
- The system became Horizline, which Kirk & Co. now offers to contractors and service businesses.

- 1Payments received and outstanding, from the business’s own Stripe account.
- 2The open pipeline and open jobs, counted from the records.
- 3What is overdue or waiting on someone, in one list.









