Client Management
CRM built for agency-client relationships
Proposal Builder
AI-generated proposals with e-signature
White-Label Controls
Domain, branding, and email customization
Sub-contractor Access
Scoped access for external collaborators
Onboarding Workflows
Standardized client onboarding playbooks
Project Manager
Multi-client projects with milestones
Content Studio
Write, edit, and publish content for clients
Task Manager
Cross-client task assignment and tracking
Approval Workflows
Client review and approval cycles
Invoice Manager
Multi-client invoicing with retainers
Finance Tracker
Agency P&L and per-client profitability
Subscription Billing
Recurring retainers and auto-billing
Sales Pipeline
New business pipeline with deal stages
Client Portal
Branded portal where clients see progress
Inbox
Unified email and message inbox per client
Meeting Notes
AI-summarized client meetings and action items
AI Assistant
Draft proposals, research clients, summarize meetings
Automation Builder
Build cross-client automations visually
Workflow Library
Pre-built agency automations
Client Reporting
Automated branded performance reports
KPI Dashboard
Per-client and agency-wide metrics
BEAS Scorecard
Apply the BEAS framework to client businesses
Time Tracking
Per-client time logs feed billing and reports
White-Label Reports
Branded PDF and dashboard reports for clients