Industry solution
Marketing & Advertising Agencies
Connect new business, client projects, creative tasks and reporting in one operational flow.
The challenge
Agencies juggle many clients, retainers and deliverables at once. Briefs arrive by chat, approvals are scattered, time is hard to track against budgets, and account managers rebuild client reports every month.
What the solution includes
We agree the features your team needs and how they will help you manage daily work.
New customer follow-up
Track pitches and proposals from first contact to signed retainer.
Client projects and tasks
Projects per client with task stages, deadlines and assigned teams.
Creative approval workflow
Internal review and client approval steps recorded on each deliverable.
Retainer and timesheet tracking
Compare hours spent against what each client contract includes.
Automated client reporting
Scheduled reports showing project progress and campaign results.
Services involved
Business & Customer Management
Organize sales, customers, projects and team responsibilities in one place, with reports that help you follow your business.
Learn moreSimplifying Daily Work
Reduce repeated tasks, organize approvals and keep customers informed without following every step by hand.
Learn moreSmart Business Assistance
Help your team find information, summarize documents and prepare replies, with review before important decisions.
Learn moreLet’s talk about your business.
Tell us where your operations slow down. We will suggest a practical first step — whether it is a website, a system, or an automated workflow.