One place for an agency's inbox, pipeline, approvals and receipts.
The sample shows our own system, on sample data. The client portal is next. Every client, person and amount on this page is invented.
How a client moves through it
From an enquiry to an invoice
An email arrives and is attached to the client it belongs to. The client's board shows what each service is doing. Work waiting on a yes gets its answer, and the estimate and invoice follow. Each step opens the screen where it happens.
Files and requests stop living in one person's email. Each one is attached to its client from a single list, so anyone on the team can pick the work up.
01 · Inbox
Every email, file and request lands in one list, and each one is attached to the right client.
02 · Client board
One page per client: the stage they are at, what each service is doing, and what is waiting on a decision.
What goes out
Decisions and money, on the record
A yes or a no is never lost in a chat thread, and every invoice shows where it stands.
03 · Approvals
Work that needs a yes or no shows how far it has got and what it is waiting on. The decision is kept with its time.
04 · Money
Every invoice is marked draft, sent, paid or overdue, with the estimates it came from on the same screen. The figures are samples.
What you get
Your agency, set up in it
We set this system up for your agency, with your clients, their approvals and your money in one place, so your team stops chasing threads and spreadsheets.
This version is for your own team; the portal your clients log into is next. Estimates and approvals are tracked here, and payments are not taken through it.
