The complete operating system for modern agencies

No clear view of which clients need attention.

Solution: Lead pipeline tracks every prospect and client so nothing goes quiet without you knowing.

Projects and deliverables scattered across random tools.

Solution: Project boards keep every client's tasks, assignees, and deadlines in one place.

Proposals are taking too long to close.

Solution: Send scoped proposals with e-signature and move approved clients straight into a project.

Juggling multiple clients with no shared system.

Solution: Separate project boards per client, keep tasks, deadlines, and team assignments organized.

Monthly reports and deliverables sent over email.

Solution: Client portal stores reports and documents so clients can access them without chasing you.

Retainer invoices are going out late every month.

Solution: Recurring invoices go out automatically, and clients pay online without a follow-up.

Starting projects without a signed agreement.

Solution: Document hub sends contracts for e-signature before any work begins.

Clients are unclear on what stage their project is at.

Solution: Client portal shows live project status so they never need to ask.

Invoicing manually after every delivery.

Solution: Clone a previous invoice, send it, and collect payment online in minutes.

No structured way to track new business coming in.

Solution: CRM pipeline logs every prospect and tracks them from first contact to signed client.

Client work is getting mixed up across accounts.

Solution: Every client gets their own project board, portal, and invoice history.

Contracts and reports buried in email.

Solution: Document hub stores signed agreements and deliverables against the right client.

No signed contract before shoot day.

Solution: Send booking contracts through the document hub and collect e-signatures before confirming the date.

Clients asking what they booked and what they owe.

Solution: Client portal gives them access to their project, documents, and invoices in one place.

Payments tracked across messages and bank transfers.

Solution: Itemized invoices with online payment links make billing clear and chasing unnecessary.

Scope and agreements were never properly documented.

Solution: Service agreements go out for e-signature through the document hub before work begins.

Team members are unclear on who owns which task.

Solution: Project boards break every event into assigned tasks with deadlines your team can track.

Deposit and balance invoices are going out inconsistently.

Solution: Create and send separate invoices per payment stage and track what has been paid.

New clients are taking too long to onboard.

Solution: CRM captures the lead, proposal goes out, contract gets signed, project starts without switching tools.

Team unclear on tasks and revision rounds.

Solution: Project boards with assigned tasks keep everyone accountable from brief to final delivery.

Documents and approvals lost across email threads.

Solution: Document hub stores briefs, proposals, and signed contracts tied to the right client.

Leads tracked in a spreadsheet or not at all.

Solution: CRM pipeline manages every prospect with notes, follow-ups, and documents in one place.

Billable hours are going unrecorded or underbilled.

Solution: Time tracking logs hours per project and generates invoices from them in one click.

Clients with no visibility between check-in calls.

Solution: Client portal shares milestones, documents, and invoices, so status calls become optional.

No clear system for what each client is getting.

Solution: Per-client project boards track every task and deliverable your team is responsible for.

Retainer billing is going out manually every month.

Solution: Recurring invoices run automatically, and clients pay online without you touching them again.

Clients with no record of what was agreed or delivered.

Solution: Client portal stores service agreements, signed contracts, and project updates in one place.