For agencies
Keep every client, project and invoice in one agency workspace
From pitch to retainer renewal, see where each account stands, who owns what, and what has been billed, without stitching together five tools.
Sound familiar?
What slows agencies down
Five tools, zero overview
Pipeline in one app, projects in another, time in a third, invoices in a fourth. Nobody sees the whole account.
Scope creep goes unnoticed
Extra rounds and additions pile up quietly until the project is over budget and already delivered.
Month-end billing scramble
Reconstructing what each client should be billed takes days every month.
The workflow
From inquiry to payment, in your language
Each step reads from the one before it, so the detail entered at the start is the detail on the invoice.
- 01
Pitch tracked
New business opportunities move through a pipeline with owners and values.
CRM & CustomersEarly access - 02
Quote accepted
Scope and rounds are agreed in a quotation the client can accept online.
Documents & QuotationsEarly access - 03
Campaign planned
The accepted scope becomes a project with deliverables and a budget.
ProjectsEarly access - 04
Team assigned
Deliverables become tasks with owners and due dates.
TasksEarly access - 05
Billed on milestone
Each approved deliverable or monthly retainer becomes an invoice.
InvoicingEarly access - 06
Account summary
Ask for an account health summary before the client call.
AI AssistantEarly access
An illustration
Example: a twelve-person digital agency
Illustrative scenario. Account managers kept client context in their heads and their inboxes, so handovers and holidays were painful.
Account records now hold the pipeline, active projects, open invoices and shared files, so anyone can pick up an account with the full picture.
Modules used
What this workflow is built from
FAQs
Questions from agencies
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
Request Early Access