Features
Everything your agency runs on
From the first call to the monthly report: win the work, deliver it, support the client and show them the results, all on one record per client.
Clients & deals
A CRM that keeps up with your agency
Every client gets one record with everything on it: their people, deals, projects, tickets, emails and meetings. The history writes itself, so you never piece a client together from five apps again.
- One record per client. Contacts and companies link to each other, and each record shows the deals, projects and tickets that belong to it.
- A timeline nobody has to update. Notes, emails, stage changes, projects, tickets and meetings appear on the timeline automatically, newest first.
- Pipelines you can see. Track deals as a list or a drag-and-drop board. Drop a deal on Won or Lost to close it.
- Calls and follow-ups in one click. Log “Left a voicemail” or “Talked to them” instantly, and set a follow-up for tomorrow, in three days or next week.
Proposals
Proposals your clients can sign before the call ends
Pick the package, add-ons and care plan while you talk. Prices, deposit and terms are worked out for you, AI writes the personal parts from your call notes, and the client signs online.
- Built during the call. Choose a package, add-ons, a monthly care plan or custom items. Totals and the deposit update as you go.
- Written for this client. Paste your call notes and AI drafts the overview and scope in plain language. You review it before it's sent.
- A proposal that looks the part. Clients read it as a clean, printed-style deck in your colors and logo, on any device, and can save it as a PDF.
- Signed online, locked for good. Clients sign on the page. Signed proposals can't be changed afterwards, so you both have the same record.
Projects
Every project, from kickoff to launch
Start a project from a template and get its phases and tasks in one click. Work through Discovery, Design, Build, Review and Launch with everyone seeing what's next.
- Start from a template. Website build, landing page, SEO setup, ongoing SEO, monthly retainer and more, or save your own.
- Phases with due dates. Phase lengths become due dates from the start date, and the current phase is always clear.
- Tasks that hold the details. Assignees, priorities, due dates and a checklist on every task, each with its own history.
- Meeting notes to tasks. Paste notes from a call and AI suggests the tasks. Nothing is added until you choose.
Support
No client request slips through
Client emails become tickets on their own, linked to the client's record. Reply by email, keep internal notes, and see at a glance who's waiting on you.
- Tickets from email. Label a Gmail thread “Support”, or use a support address, and it becomes a ticket on the client's record.
- Replies that reopen. When a client replies to a ticket you closed, it opens again and you're told.
- Statuses and priorities. New, in progress, waiting on the client, resolved: your statuses, your colors.
- Internal notes. Keep notes for your team on the ticket. Only email replies go to the client.
Client CRMs
Give every client a CRM in your brand
Turn your agency into part of the client's business. Each client gets a small CRM for their own leads, with your logo and name on it, and you stay one click away.
- Their leads, in their CRM. Their website's contact form sends every lead into their pipeline: new, contacted, quoted, won.
- Your brand everywhere. Your logo and name on their CRM, their sign-in page and every email they get.
- Their website, in plain words. Choose what they see: website health, visitors and Google searches, Google reviews and rankings.
- A monthly report under your name. On the 1st, they get their leads and website numbers by email, from you.
Websites & SEO
Look after every client's website
Know a site is down before the client does, see each client's Google traffic, and run their SEO from one workspace, with reports that go out under your name.
- Website health. Uptime checked every hour, SSL and domain expiry daily, page speed and broken links weekly. You're alerted when a site goes down.
- Google Analytics and Search Console. Visitors, where they came from and what people search to find each client, with any date range.
- Rank tracking and research. Track the searches that matter, find keywords competitors rank for and the client doesn't, and audit the site for problems.
- Local rank map. See where a client shows up in Google Maps across their area, and who's beating them.
Email clients without leaving the client's record
Write from a template or from scratch, send from your own Gmail, and see every email on the client's timeline. When you need to reach everyone, email a whole list at once.
- Templates. Save the emails you send again and again, with the client's name filled in for you.
- From your own inbox. Emails go out from your Gmail, sit in your Sent folder, and replies come back to you.
- Email a whole list. Pick an audience by filters or a hand-picked list. Send from Gmail for client updates, or through the email service for newsletters.
- Opens and unsubscribes handled. See who opened it, and anyone who unsubscribes is left out from then on.
Ready when you are.
Get started