For creative agencies

The CRM for creative agencies.

Sales, delivery, content, reporting and money for the whole team, a portal for every client and permissions for every role. The whole agency on one system instead of a stack of subscriptions.

Join the waitlistAll workflows

The tabs you can close.

One system for the team, one portal for each client.

One client, the whole way through

  1. Opportunity

    A company worth pitching

  2. Quote

    Built from your packages

  3. Project

    Boards, briefs and files

  4. Content

    Approved and published

  5. Report

    Every channel, one dashboard

  6. Invoice

    In stages, with payments

What changes when the whole agency is on one system.

Permissions

Access that matches the roles you have.

Set what each role can see and do per module, then override it for one person when you need to. Removed users are archived, so their history stays.

  • A permission matrix per role
  • Per-user overrides
  • Archived users keep their history
Leads

A pipeline that shows the money.

Each lead carries a value, a currency and a model: a fixed project or a monthly retainer. Move cards between stages and the forecast moves with them.

  • Pipeline, table and forecast views over the same leads
  • Stale flags when a deal sits in one stage too long
  • Every stage move lands in the activity log
  • Win rate and lost reasons, so you can see where deals drop
Approvals

Everything that needs their answer, in one list.

Designs, quotes and social posts waiting for the client sit at the top of their portal. One click opens each one, with the buttons to approve or send it back.

  • Deliverables with Approve and Request changes
  • Quotes with Accept, Decline and Request changes
  • Social posts with previews and comments
Launching winter 2026/27

Move the whole agency onto one system.

Join the waitlist and get access for the team before the public launch.