Solutions
Built for teams that sell services and then deliver them.
The same product runs a marketing retainer, a brand identity, a website build, a consulting engagement and a managed service. What changes is the workflow, so here is each one.
By type of team
Find your workflow.
- Marketing agenciesRetainers that run month after month, without the spreadsheet.Run monthly retainers as recurring cycles, get content approved in the client portal, see MRR and account health, and let the next month plan itself.Read the workflow
- Creative agenciesConcepts, feedback and approvals, on the work itself.Pitch in a deal room, run branding and campaign work as projects, collect feedback pinned on the work itself, count review rounds and share final files, with freelancers in on the projects they work on.Read the workflow
- Web agenciesFrom proposal to launch, and the support after it.Turn the accepted proposal into a project with milestones, review designs and the live staging site with the client, launch, and keep support running as a recurring cycle on the same client.Read the workflow
- ConsultingRelationships, meetings and decisions, on the record.Map the stakeholders, prepare every meeting, turn conversations into CRM updates and follow-ups, run engagements as projects or time and materials, and record client decisions in the portal.Read the workflow
- Service businessesRecurring service, bookings and renewals in one place.For IT and managed service providers and other recurring-service businesses: public booking pages, recurring service as cycles, requests through the client portal, registered invoices and renewals on time.Read the workflow
However you sell
Projects, retainers and relationships in one model.
Every client has engagements; under them, the work runs the way it was sold.
- Projects
Bounded work with a scope and a deadline: a website, a brand identity, an implementation.
- Retainers and recurring service
Recurring cycles for monthly work, each with its own tasks and deliverables.
- Advisory and time and materials
Engagements that follow the relationship, with meetings and decisions on the record.