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Lead and client management
Track enquiries, proposals, contacts, agreements, client status, and complete relationship history.
Agency Operations / CASE STUDY
Agency Management System
An end-to-end agency workspace connecting leads, clients, projects, team activity, deliverables, billing, and profitability.
WORKSPACE OVERVIEWGood morning, Admin
Active clients38View details →
Live projects21View details →
Team capacity76%View details →
Activity overview
THE CHALLENGE
Turning a fragmented process into one clear system.
Agency information lived in many separate tools. Management lacked a single view of client commitments, project health, team workload, and financial status.
The system follows the agency lifecycle from first enquiry to ongoing account management, linking every project, task, document, time entry, invoice, and communication to the right client.
THE WORKFLOW
Designed around how the work actually moves.
01Convert opportunity→
02Plan client work→
03Deliver and approve→
04Bill and review
COMPLETE FEATURE SET
Everything needed to run the process with confidence.
Features are configured around each organization's terminology, approval rules, access levels, and reporting requirements.
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Project planning
Create projects, phases, milestones, deliverables, deadlines, dependencies, and ownership.
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Task and team workload
Assign work, track priorities, review capacity, and make responsibilities visible across the agency.
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Time and expense tracking
Capture billable and non-billable time plus project-related costs for better operational visibility.
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Client approvals
Share deliverables, collect feedback, manage revisions, and record formal approvals.
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Billing and performance
Connect project work to invoices and review revenue, costs, utilization, and project status.
ACCESS & CONTROL
The right view for every responsibility.
Role-based access keeps sensitive information protected while giving each person the tools and records needed for their work.
01Agency administratorConfiguration, permissions, and full oversight
02Account/project managerTeam supervision, approvals, and reporting
03Team memberFocused daily work and assigned records
BUILD YOUR VERSION
Your workflow is unique.
Your software should be too.
We can adapt this solution to your processes, teams, integrations, branding, and growth plans.
Discuss your system ↗