Run new business and client delivery in one system.
Agencies usually run a CRM for new business, a project tool for delivery, and a spreadsheet for retainer burn — then spend Monday reconciling them. This pack models the client relationship end to end, so the pitch, the retainer, and the work are the same records.
What lands in your workspace on day one.
Not a template gallery — objects with real relationships, a pipeline with real stages, and automations already running.
- Clientaccount owner, contract value, health, renewal date
- Retainermonthly value, hours included, hours used, term dates
- Projectscope, budget, start/end, status, lead
- Deliverabletype, due date, owner, approval status
- Opportunityestimated value, services, decision date, source
Rename, reorder, or retire any stage. Add a second pipeline for a different motion.
Automations, not suggestions.
These are live the moment the pack installs. Every one is editable, and every run keeps a step-by-step trace.
Enquiry triage
Inbound enquiries get an immediate acknowledgement, are scored against your ideal-client criteria, and route to the right lead rather than an inbox nobody owns.
Proposal follow-up
A sent proposal starts a polite, escalating follow-up sequence that stops the moment they reply — so nobody has to decide whether it’s too soon to chase.
Retainer burn alerts
When a retainer crosses 80% of included hours mid-month, the account lead is told while there’s still time to have the conversation.
Renewal runway
Ninety days before a contract end date, a renewal opportunity is created and the account owner gets a task with the client’s health and delivery history attached.
The problems this pack was shaped around.
One record from pitch to renewal
When new business and delivery live in different tools, the person renewing a client can’t see what was promised in the pitch, and the person delivering can’t see what’s being sold next. Here they’re the same client record — the proposal, the retainer, the deliverables, and every conversation on one timeline.
Retainer burn visible before the invoice argument
Over-servicing is the quiet killer of agency margin, and it’s almost always discovered a month late. Because hours-used is a field on a live record, you can filter for retainers trending over and have the scope conversation while it’s still a conversation.
White-label, so it can be your dashboard
If you resell marketing operations to clients, the platform supports your branding on the workspaces you give them. Your clients see your product, not ours — which is the difference between a tool you use and a service you sell.
The same platform, whatever you sell.
A pack is configuration on top of one shared data model, one filter engine, and one automation engine. That is why you can change any of it without losing the parts that work.
Agencies, answered.
Can I give clients their own login?
Yes, with permissions scoped so a client sees only their own records, and with white-label branding on the workspace so it reads as your product.
Does this replace my project management tool?
For deliverable tracking, approvals, and retainer visibility, usually yes. For deep task-level production management, teams often keep their existing tool and use the API so the client record stays the source of truth for commercial data.
Can I track profitability per client?
You can track retainer value against hours used and report on both. If you push cost data in via the API, margin becomes a computed field like any other.
We sell several service lines with different sales cycles. Does that work?
Yes — multiple pipelines on the same object. A three-week performance-media deal and a six-month rebrand can have their own stages and still report together.
Start with the agencies pack already installed.
Free workspace, the objects and automations above set up at onboarding, and every price published. Customise from something that works.
Free trial · no card required · every price published