Agency Management Software

AI Scheduling & Automation

A sticky ai chat is available at any time to mention your @clients and @team members to create tasks (in bulk, optionally mentioning templates), create milestones, draft emails, and more.

Any prompt you use can be thrown in a task template, assigned to clients/team, and auto-executed on specific dates with FULL CONTEXT of the client.

Eliminate 'Status Update' Meetings

Each client's dashboard has a feed that automatically shows completed tasks and your image/PDF reports with analysis.

Plus include custom notes, assets, and personalized videos going over each client's account for a personal touch.

Their feed can even be packed automatically with help of auto-executing tasks you've set up.

Cut Training Time to < 1 day

Get full context of important client-specific links, client overview, time/cost budget, etc. automatically pulled in tasks so your people see it instantly.

Pre-built templates can include Loom / Youtube videos with walkthroughs and/or text instructions that automatically show up right on the task.

Fully customizable on a per task basis, but done by default 👍.

Stop Over / Under Working

Offering consistent value is the best way to keep your sanity and scale your agency.

You automating tedious work with AI and scheduled bots, while keeping track of milestones, requests, reports, time spent and tasks in one spot.

Ridiculously Powerful Client View

Clients can be sorted by custom statuses and filters you set.

Additionally, pull in milestones, requests, task completed/outstanding, time completed/budgeted, free.

ie. compare hours allocated in contract with time spent & time budgeted for this month in 1 view across clients.

ie. skim through clients that want google ads, but haven't provided budget, or haven't give you access to their ad accounts.

Instant Actionable Data

No more learning hours have been overshot after the fact.

Tasks have been lined up and assigned, budgeted, with clear instructions most often the month prior.

Account managers are confident that if those tasks are delivered clients are receiving the value they paid for.

With a clear view of past, present and future tasks, current & projected costs and revenue, account managers where they are at on an agency level, team member level & client level.

Handling last minute client requests instantly becomes less stressful since it's easy to see which tasks can be bumped or modified, or how much extra to bill since account managers have full history, team member status, and budget at their fingertips.

Fulfillment Costs Plummet

Visibility is your friend for 80% margins.

Breaking down large services like SEO, PPC, Web Builds, Branding Services into a set of tasks is extremely rewarding.

You'll be able to see which items are simple and fast and which require your best experts. You'll never assign an expert to a task that wastes their talent.

You'll be able to pick off tasks that can be sped up with AI/automations, assigned to a person better suited to that specific work, or dropped completely.

Not every client will use every prebuilt task in your productized service, but you'll have your options documented and covered clearly so account managers or experts can assign the correct tasks to the correct people at light speed. Account managers can also customize instructions & other details as needed on tasks by task basis.