One place to run your agency's client accounts
Built around the people who manage clients, buy media and lead teams.
See every account at a glance
One view of the whole book, with today's priorities at the top.
- Tiles for MRR, renewals and contact gaps
- A calculated Health score: Healthy, At risk or Churn risk
- Views for account managers, media buyers and SEO consultants
- Client pages with contacts, goals, budgets, services and notes
- Choose your own table columns
The full story of every account
A permanent timeline that the whole team can search.
- Calls, emails, meetings, notes, edits and tasks
- Search by word, and filter by type or platform
- Entries can't be edited or deleted
- Log an update in seconds from the client panel
Reporting across every platform
Track results for 11 built-in ad platforms, and add any other platform you use.
- Google, Meta, TikTok, LinkedIn, Microsoft, Pinterest, Snapchat, X, Reddit, Amazon and Apple Search Ads
- Date ranges, comparisons and top campaigns
- Budget and goal pacing, per platform and in total
- Each client keeps its own currency, and totals convert at each day's rate
- Share a private link for up to 90 days, or download a PDF
Never lose track of a deal
A board from first plan to won or lost, with the numbers that matter.
- Open value, win rate, days to close and new MRR won
- New business and upsell, split out automatically
- Follow-up tasks for deals stalled 14+ days or past their close date
- Reasons recorded for lost deals
- MRR worked out from each service's fee, never typed in
The work that shouldn't be forgotten
Tasks come from your team and from the system itself.
- Automatic tasks from contact gaps, renewals and stalled deals
- Setup tasks for new clients that close once the gap is filled
- Comments, replies and @mentions on every task
- A calendar that places tasks inside each person's shift
- Hours booked against hours available
Clear ownership, safe handovers
Every client shows who holds what, and changes spell out their effect first.
- One account manager, one media buyer per ad platform, one SEO consultant
- Add your own roles and client slots with no code
- Clients and open tasks move together when someone changes role or leaves
- Gaps stay flagged until someone is assigned
- Turn each feature on, off or into maintenance
Bring your clients with you
Import from a CSV export of HubSpot, Salesforce, Pipedrive, Zoho or any other system. Match the columns, deal with duplicates, then assign a team and activate each client.
Made for long days
Light and dark themes, top or side navigation, and a layout that works on a phone. All of it is in the browser, with nothing to install. A help chat answers from the built-in guides.
Coming next
These are in progress or planned. Ask about them when you book your demo.
Google Ads change history
Account changes in What changed, with changes from outside your team flagged. Built and in testing.
Scheduled report emails
Weekly or monthly reports sent to your clients automatically.
Automatic ad results
Daily results pulled straight from the ad platforms, starting with Google Ads.
Performance alerts
Warnings for cost spikes, overspend and tracking problems, worked out from your results.
More direct connections
Meta, Microsoft, LinkedIn and TikTok.
Search Console for SEO
Rankings, technical issues and audits for your SEO team.
Want to see how it fits your team?
We'll show you the modules that match how your agency works.