Agencies
From first contact to delivered project, in one place
Win the work, deliver it and keep clients in the loop, without a different tool for each.
The problem
Sound familiar?
Pipeline in one tool, delivery in another
The handover from sale to project is where things get dropped.
Proposals take too long
Rebuilding the same proposal for every client eats the week.
Clients are kept at arm's length
Updates go out by email because clients can't see the work.
Proposal for Northwind
Draft- Discovery workshop1£1,500
- Design sprint1£4,000
- Monthly support3£2,400
Total£7,900
Change a quantity, then send it.
How agencies use it
Price it, send it, get it signed
Build a proposal from a template and follow it to signature.
- Priced proposals from templates, signed online
- A pipeline by stage, value and expected close date
- Clients invited in as guests where it helps
What helps
The features agencies lean on
Pipeline
Every deal by stage, value and expected close date.
Proposals
Build once, reuse as a template, and see when it's signed.
Customers
People and companies, with everything linked to them.
Projects
Milestones, a board, a calendar and a timeline for the work you deliver.
Guests
Clients and collaborators, invited in as guests.
FAQ
Questions from agencies
Get started
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