Connect winning the work with delivering it
Agency & Professional Services
Manage leads, client engagements, milestones, team allocations, timesheets, and deliverable approvals without losing the handover between sales and delivery.
Built for: Digital agencies, consultancies, and service delivery teams
A won deal gets handed over in a message, while the brief, team capacity, and approval history live elsewhere.
Your client relationship flows into an organised engagement with clear ownership, deliverables, time tracking, and review decisions.
See the journey, step by step
A clear view of how work moves forward, with the right context available at every handover.
A connected customer journey
An example workflow. Your team can tailor stages to its process.
Everything inside the Agency & Professional Services module
Everything your team needs to keep this workflow organised, connected, and moving forward.
Clients & engagements
- Convert leads into client relationships and active engagements
- Keep briefs, budgets, milestones, and target dates together
- Track engagement health and work that needs attention
Team & delivery
- Allocate people and planned hours to engagements
- Capture billable and non-billable time
- Keep tasks and client conversations close to the work
Deliverables & approvals
- Manage deliverables and their version history
- Route work through ordered review and approval stages
- Capture feedback and changes requested before final approval
Explore other modules
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