Built for how agencies actually work
One workspace for leads, projects, payments, and your team — replacing the WhatsApp threads and spreadsheets you're piecing together today.
Pipeline & Leads
Capture leads from forms, popups, and QR codes, then watch them move through your sales pipeline automatically.
- 7 lead-form types: multi-step, popup, embed, floating widget, QR code, landing page
- UTM, referrer, device, and country captured on every submission
- Drag a lead through New Lead → Contacted → Proposal Sent → Won
Modest Threads
$6,000
Seoul Bites
$2,000
NexaDrive
$12,000
AlpineLED
$15,000
Clients & Client Portal
Every client gets a branded, tokenized portal link — no account required — to approve work, request revisions, and pay.
- Your logo, favicon, and brand colors on the client-facing screen
- Clients approve or request a revision with a comment, in one click
- Payment progress, itemized history, and downloadable invoice PDFs
AlpineLED Brand Identity
In Progress65% complete
INV-2026-015
Pending$0 of $7,500 paid
KPI Tracking
Set weekly, monthly, or quarterly targets per team member and watch a live leaderboard update as work gets done.
- Auto-tracked from completed tasks by category, or logged manually
- Ranked leaderboard so the whole team can see where they stand
- Pairs with Attendance and Leave for a full picture of the team
Weekly leaderboard
Joshua Delgado
Agency Owner
Nina Park
Senior Designer
Marco Bianchi
Web Developer
Sam Rivera
Sales Lead
Ava Osei
Social Media Designer
Leo Tran
Video Editor
Reports & Analytics
Every part of your agency, rolled up into one dashboard — sales, financial, team, and project performance, filterable by date range.
- Sales, financial, team & attendance, and project tabs in one page
- Date-range filtering — this month, last quarter, or all time
- Export any report as CSV for board decks or your accountant
Leads by stage
Plus everything else you'd expect
The rest of the toolkit, all in the same workspace.
Tasks, everywhere
Tasks follow leads, clients, and forms too, not just projects — or stand alone as a to-do.
Payments & Invoicing
Installment plans, overdue interest, and payment history — see what's collected, outstanding, and overdue.
Team & Attendance
Clock in and out, track breaks, manage leave requests, and set per-member permissions.
Lead Forms
Multi-step forms, popups, embeds, floating widgets, QR codes, and landing pages — pick your funnel.
AI Import
Paste text or drop in a CSV, PDF, or photo — AI turns it into clients, projects, and tasks for you.
White-label Branding
Your logo, favicon, and brand colors on every client-facing portal and invoice.
See it running on your own leads
Bring your own data in with AI Import and see it come together. Free for 7 days.
Start free trial