Turn Marketing Agency Chaos into Creative Control
The Agency Manager platform unites your projects, clients, and data so your team spends less time managing and more time creating.
Bring Order to the Chaos of Marketing Projects
“Every client project lives in a different place... nobody sees the big picture.”
Centralized Project Dashboards
organize all major marketing strategies
“We’re constantly chasing deadlines and wondering who’s doing what.”
Keep Projects on Track
with scheduled deadlines and aligned teams
“Approvals get stuck in email chains and slow everything down.”
Automated Workflows and Approvals
for seamless task completion
“Clients ask for updates, and we’re piecing together answers.”
Client Portals
for immediate collaboration and feedback
Turn Wasted Time into Profit
“We have no idea where the team’s time really goes.”
Automatic or Manual Time Tracking
for accurate data on time spent per project
“Some projects make money, others don’t ... and we can’t tell which.”
Real-Time Profitability Dashboards
provide imperative insights that could increase profits
“Budgets always look fine… until they don’t.”
Stay on Budget
with projected budget vs. actual spending comparisons
“We’re tracking time in one tool and managing work in another.”
Integration with Project Management
for seamless execution
One Platform. Total Visibility.
“Client info is scattered across email, docs, and spreadsheets.”
Centralized Client Portals
with all client data organized on one screen.
“We don’t really know what our clients are doing or what they need next.”
Gain Valuable Insights
into your customer behavior trends
“We’re always scrambling to keep everyone in the loop on updates.”
Real-Time Notifications
with automated status updates
“Scheduling and coordinating across the team feels impossible.”
Shared Calendars
for seamless team collaboration
Simplify Your Sales Pipeline. Amplify the Results.
“We spend hours chasing clients for missing info before a proposal can even start.”
Onboarding Automation
from branded intake forms to questionnaires
“Creating proposals and contracts feels like copy-paste on repeat every time.”
Automate Repetitive Tasks
such as proposal templates and contract generation with built in digital signatures
“We don’t know if sales tasks are actually getting done.”
Get Instant Analytics
on sales task completion
“Deals slip through the cracks because the pipeline isn’t clear or up to date.”
Monitor the Full Workflow
with seamless pipeline tracking
Effortless Finances for Growing Creative Teams
“Creating invoices manually takes hours and distracts from client work.”
Automated Invoice Generation
saves valuable time, keeping you focused on the creative
“Clients struggle to pay on time because our invoices aren’t easy to process.”
Online Payment Processing
allows for smooth invoicing
“We spend too much time emailing or calling clients for overdue payments.”
Payment Reminders
alleviate the need to chase clients for payments
“It’s hard to see where money is going and where we could save.”
Expense Categorization and Financial Reporting
provide valuable insights that could save you money
Smarter Reporting. Stronger Client Confidence.
“Creating client performance reports manually takes hours each week.”
Easily Automate Reports
on client performance for clear visual results
“We can’t see historical trends or track all our KPIs in one place.”
Real-Time Metrics
collects historical data and all KPIs in one place
“Presenting all client data is messy and hard for the team or client to follow.”
Custom Dashboards
present all your client data, tasks, and needs in one easy-to-follow screen
“Reports don’t get to clients consistently, and follow-ups take extra effort.”
Scheduled Report Delivery
provides automatic performance results directly to clients
