Workflows
Every part of client work, in one CRM.
From the first pitch to the published post and the monthly report. Start with the part that slows you down, the rest is already connected.
Content pipeline
Canva import, scheduling, client approval and publishing.
Canva import · Uploads · Social planner · Client approvalSee content pipelineFeedback & approvals
Markers on the design, versions, approval with a notification.
Feedback canvas · Versions · Deliverables · ApprovalsSee feedback & approvalsClient portal
Where clients approve, download, sign and check their numbers.
Home · Projects · Deliverables · Brand kitSee client portalReporting
Analytics, search, ads and social in one dashboard.
Analytics · AI Insights · Reports · BackfillSee reportingQuotes & invoices
Packages, quotes, invoices in stages, payments.
Packages · Quotes · Invoices · PaymentsSee quotes & invoicesNew clients
Outreach, pipeline, discovery calls and website audits.
Opportunities · Leads · Discovery calls · Website auditsSee new clientsStudio & team
Boards, briefs, files, chat, calendar and the team.
Milestones · Projects · Briefs · File ManagerSee studio & team
Launching winter 2026/27
Pick one. The rest come with it.
Join the waitlist and get every workflow when early access opens.