Platform
One system for selling, approving, delivering and getting paid.
Basic includes everything a client-facing agency needs. Three add-on modules cover sales teams, one-time projects and monthly campaigns.
Basic platform
$99 / month
Included in every account
- Clients and brandsOne client can hold several brands, each with its own contacts and projects.
- Contacts and rolesKnow who approves, who pays and who sends the inputs.
- Activity timelineCalls, emails, chats, proposals, approvals and payments in one feed.
- Notes and tagsShared notes your whole team can find later.
- CategoriesGroup services the way your clients think about them.
- Deliverable outputsSpecialty, measurable unit, internal cost, required inputs and expected handoff files.
- Scope line itemsDeliverables with quantity, revisions and turnaround for a specific proposal.
- Service packagesBundles that sell at one price, with their margin visible to you.
- Starter catalogA ready-made catalog for your agency type, loaded on day one.
- Rate controlChange a cost once and every new proposal uses it.
- Discovery briefCapture goals and requirements before you price anything.
- Proposals with versionsBuild from the catalog, send, revise. Every version is kept.
- NegotiationAdjust scope, quantities and price with the client until it is right.
- SOW with e-signatureThe accepted proposal locks into the SOW, signed online.
- Change ordersNew requests become priced change orders, not free extras.
- Multiple optionsSend good, better and best in one proposal.
- ApprovalsProposals, phases and deliverables approved in one click.
- Sign-off trailWho approved, which version and when, exportable as a PDF.
- Input requestsAsk for logos, photos, copy or access, and track what is still missing.
- Deliverables and revisionsClients review files and request revisions in context.
- Add-onsClients can request extra work, which flows back as a proposal.
- Project chatConversations kept with the project, not in someone's phone.
- Your own Stripe accountConnect once. Funds go straight to you.
- Deposits and milestonesRequest payment at each stage of the SOW.
- RetainersMonthly card billing for ongoing work.
- Synced recordsEach payment posts to the client and the SOW automatically.
- Visual page builderDesign pages without code, powered by Webstudio.
- Your domainPublish on your agency's own web address.
- Lead captureForms create leads in the CRM directly.
- Service pagesShow the packages you sell, pulled from your catalog.
- Website chatbotAnswers common questions and qualifies leads.
- Live chat consoleYour team watches conversations and takes over at any point.
- Inbound web callsVisitors call you from the browser, no phone number needed.
- Saved to the CRMChat transcripts are attached to the lead or client.
- Connect onceLink your company mailboxes a single time.
- Scoped accessEach person sees only the threads of clients assigned to them.
- History staysReassign a client and the full email history goes with it.
- Linked to the recordThreads appear on the client's timeline.
Add-on modules
$50 a month each, with resource management included.
Every module needs people assigned to the work, so each one includes resource management for the staff and vendors it uses.
- Lead allotmentImport leads and allot them to reps, with pipeline review.
- Outbound callingCall from the browser, with call logs, recordings and transcripts.
- Mailbox and chatReps email and chat with prospects from the portal.
- Follow-ups and meetingsScheduled follow-ups and booked meetings per lead.
- Upsell and commissionTrack upsells to existing clients and the commission they earn.
- KPIs and resourcesPerformance per rep, plus resource management for the sales team and vendors.
- Kick-off from the SOWProjects are created from the accepted scope, with a PM assigned.
- Input-gated timelineWork starts when the client has sent what each deliverable needs.
- Allocation by skillAssign to staff or vendors, with bidding for custom work.
- Partner PortalVendors receive, deliver and get paid through their own portal.
- Quality and acceptanceInternal review, then phase-by-phase client acceptance.
- Change orders and handoffPriced change orders and organised handoff files.
- Roadmap and cyclesA campaign roadmap broken into monthly cycles.
- Content calendarPlan posts, ads and articles on a shared calendar.
- Client pre-approvalNothing is published until the client approves it.
- Before and after resultsReport social, SEO, ads and lead results each cycle.
- AllocationAssign work to staff and partners through the Partner Portal.
- Recurring billingRetainers charged by card through Stripe each month.
See your agency running on it.
Book a 30-minute walkthrough. We load the starter catalog for your kind of agency, build a real proposal with you, and show what your client sees when it lands.
