Pick the capability your agency needs today — or the one you'll need next quarter. Everything is included in every plan.
Retainers, onboarding checklists, health scores and a branded client portal.
Kanban boards, recurring tasks, approvals, time tracking and workload views.
Pipeline, Lead365 sync, Meta Ads capture, proposals and win/loss tracking.
BikriBook sync, GST invoices, expenses and per-client profitability.
Weekly/monthly client reports with auto-calculated metrics and PDFs.
No-code rules: notifications, task creation and follow-ups on autopilot.
The six modules share one database, one login and one workflow — no exports, no re-typing.
A lead becomes a client, a client gets a project, a project creates invoices. Everything links automatically.
Recurring tasks, overdue alerts, invoice reminders and contract warnings run on their own.
Every module feeds the dashboard: revenue, workload, pipeline value and profitability.
"We replaced 4 tools and a dozen Excel sheets. The ROI was obvious within the first month."
"The client portal alone is worth the subscription — approvals went from days to hours."
"Profitability per client finally makes sense. I know our margins before every renewal call."