Features
One system instead of a patchwork of tools
Seven areas sharing the same client data. Start with one — the rest is there when you need it.
Sales & CRM
Leads, pipeline, online proposals and contracts
- Leads and pipeline
- Web forms and briefs
- Portfolio
- Calculations, proposals, contracts
Delivery & approvals
AI content, calendar, client approvals
- Create post (Socialu)
- Calendar
- Approvals with pins
- Comments and Messages
Client portal & white label
Your brand, your colours, your domain
- Client portal
- Logo and colours
- Subdomain and domain
- Client permissions
Team & work
Tasks, time tracking, wiki, reminders
- Tasks and procedures
- Time tracking
- Time off
- Wiki, notes, reminders
Finance & reports
Invoices, profitability, client health
- Invoices
- Profitability
- Client reports
- Client health
Communication
Team chat, Google Meet, email, calls
- Team chat
- Google Meet
- Email inbox
- Calls and meetings
AI for agencies
Content, replies and call notes
- AI content
- Reply agent
- Call notes
- Human in control
One workflow
Clients move through your agency without retyping data
A web-form lead becomes a proposal, the proposal a contract, the contract an active client with onboarding tasks — and the work ends with an invoice and a report. Every step lands on the client timeline.
Leadweb form, Facebook, referral
Proposalonline, with options
Contractsigned online
Deliverycontent and approvals
Invoicewith reminders
Reportlink for the client
Run your agency from one place
Create your agency account, add your first client and invite your team. No-commitment trial.