IndustriesMarketing & digital agencies
Every client’s work, reporting and billing in one place.
For marketing, digital and creative agencies, from winning the client to running the work and reporting on it.
What you get
Win the work
A pipeline board for every lead, proposals your client accepts online, and an onboarding checklist for each new client with every task, owner and due date.
Run every client
A workspace for each client with its own contacts, work, reports and invoices, and a helpdesk with response targets and a knowledge base.
Report and publish
Reports from your channels and your own numbers, approved by a person before they are sent; posts planned and published from one calendar; every review with drafted replies.
Watch the sites you look after
Website, SSL and DNS checks for every site you look after, with an alert the moment one goes down.
- Can our clients see their own work?
- Yes. Each client raises and follows their tickets in a branded support portal, and gets their reports once a person on your team approves them.
- How do we start?
- Request access and tell us about your business. We set up your account with the modules and words for your industry, then email you a link to sign in.