From brief to billing
The agency workflow on the client — with the apps you already know.
Accounts and deals in CRM
Contacts, companies and pipelines sit in CRM. Every account has a clear record.
Time and billing
Time tracking captures hours on the project. Sales writes quotes and invoices alongside.
Agency daily grind
FAQ for agencies
For day-to-day operations, often yes: CRM, Projects, Inbox, Forms, Tickets, Files and Sales in one workspace. Specialty design or ads tools stay beside it if you need them.
Through Forms — structured instead of chat chaos. Submissions land where Projects and CRM keep the context.
Yes. Time tracking captures effort on the project. Sales covers quotes and invoices — without a separate billing tool for the standard case.
Digital, web, marketing and creative agencies plus small consultancies — typically 10–30 people who run clients and projects across multiple tools.
Yes. Core systems in the EU, public DPA at /dpa and subprocessors list at /subprocessors.
Inbox is shared business mail. Support runs customer requests as tickets, with status and an assignee — e.g. for maintenance and retainers.
Related
The agency platform without a Frankenstein stack
Fewer tools, cleaner hand-offs, more time for clients — CRM, projects and support on the same account.
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