One record per client with everything an account manager needs: health, contacts, logins, files, meetings, approvals and reports. And a portal so the client can do their part without logging in.
All clients in one table with health score, NPS, account manager, next report, upcoming meetings and billing status from Stripe. Archive old clients, and onboard a new one from the same screen.
| Client | Health | NPS | AM | Billing |
|---|---|---|---|---|
| Harbour Dental | Healthy | 9 | JM | Paid |
| Northside Plumbing | Watch | 7 | AK | Paid |
| Summit Legal | At risk | 5 | AK | Overdue |
| Oakline Physio | Healthy | 10 | SR | Paid |
Overview, projects, inbox, content, approvals, reports, meetings, files, credentials, forms and the knowledge base. Every tab is scoped to the client, so nobody hunts across tools.
Send one link. The client walks through welcome, contacts, platform connections, credentials and preferences, skipping anything they can't answer yet and coming back later. Your team sees progress live, and onboarding can start as soon as a proposal is signed.
The client taps a tile, signs in with the platform, and picks the account. If a platform can't be granted that way, they get clear manual instructions. Logins you do need live in a vault with one-tap copy and live 2FA codes.
How access links work, platform by platform.
| Service | Username | Password | 2FA |
|---|---|---|---|
| WordPress | agency@… | •••••••• | 482 913 · 18s |
| GoDaddy | harbour… | •••••••• | none |
| Hotjar | ops@… | •••••••• | 077 204 · 6s |
Schedule NPS surveys per client or per contact. Responses chart over time, colour-coded by promoter, passive or detractor, and feed the client's health score.
Each link is tokenised, branded and tracked. You can see when it was opened and by whom, and every answer writes back to the client record.
Notebooks per client with autosave, backlinks, favourites, search and version history.
Build a form, send it, track progress and approve or request changes on responses.
Synced from calendar, with attendees, inline time logging and a no-show reminder.
Tasks, milestones, capacity, timesheets
Explore →Keywords, ideas, writing, approvals, calendar
Explore →Email ingestion, rules, AI task creation
Explore →Pipeline, quotes, proposals, invoices
Explore →Reports, BI, portfolio, presentations
Explore →One link for client Google platform access
Explore →Tell us a little about your agency and we'll book a 30-minute walkthrough with your own clients in mind.
Your request is in. Expect a reply within one business day with a few times to pick from.