Stages designed for marketing & creative agencies
Set it once, runs forever
New lead → Qualification & discovery booking
Scope call booked → Send pre-call questionnaire
Proposal sent → Follow-up sequence
Project won → Onboarding checklist triggers
Deliverable due → Reminder to team + client
Monthly retainer → Invoice auto-sent
Automated booking, reminders, and no-show recovery
Unified inbox for calls, texts, and emails
Role-based access and activity tracking
Separate pipelines for new business and active projects. Track scope, deliverables, and client status in one place.
Automated checklist for new clients: contracts, kick-off calls, asset collection, and access setup. Nothing falls through the cracks.
Track monthly retainers, deliverable schedules, and renewal dates. Get notified before contracts expire to secure renewals early.
This is a demo environment. Get a custom system built for your business in 7-10 days.
These demos show structure only. Your system will be customized to your workflow.