Everything your agency needs.
Nothing it doesn’t.
Nine integrated modules replace your scattered tool stack with one cloud dashboard. Here is what each one does and why it matters.
Client Tracker
Keep every client relationship in one place. The Client Tracker gives you a single table view of all your clients with status, contact info, project history, and notes. No more hunting through email threads or scattered spreadsheets.
Each client record links directly to their pipeline jobs, documents, and financial data. When you need context before a call, everything is one click away.
- Full client profiles with contact details and notes
- Status tracking: active, paused, prospect, archived
- Direct links to pipeline jobs and deliverables
- Search and filter across your entire client base
- Demo data seeding for instant first-run experience
Ready to consolidate your stack?
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