Connect your teams, track events and promotions, and

KEEP CLIENTS IN THE LOOP

We know marketing firms. We know that each client and project has a different plan for their specific needs. We also know that there is a lot of work that happens behind the scenes that clients may not know about or understand how much time is really spent on each task.

Organize your team, workload, projects, and tasks lists with a CRM that does it all. We start with a base CRM system that is customized for marketing firms. Then, we integrate features and add automations to give you exactly what your company needs. Improve communication between departments with project comments and keep clients updated with client-facing workspaces. No more searching through hundreds of emails, digging through local files for forms, or not knowing a client’s status. Everything – including your team – is now in one place.

CLIENT-FACING PORTAL

How much time is spent updating clients on the status of their project? Put their minds at ease with a client-facing workspace that they can access anytime, anywhere.

INTERDEPARTMENT COMMUNICATION

Make collaborating on clients and projects a breeze with project-based communication. Handoffs are seamless among your sales team, project managers, and art department.

TRACK EVENT DATA

Collect and organize data from different events and track cohorts accordingly. Strategize social media and email campaigns by targeting a specific event’s email list.

GENERAL LEDGER AUTOMATIONS

Automate client on-boarding forms to automatically create a client profile and billing schedule in your general ledger system; when a client makes a payment, it automatically updates your CRM.

DOCUMENT MANAGEMENT

Send, sign, edit, and store your documents by integrating a document manager, like PandaDoc, with your CRM. All client paperwork is automatically attached to their client profile. No more searching through local files!

CRM + KPI INTEGRATIONS

See how an event really pays off by integrating your CRM and KPIs to generate cohort information. Upload event data into your CRM and automatically create cohorts with specialized campaigns to target specific clients.

Our Most-Requested

Marketing Software Integrations

Love a particular software but need some added features and automations?
We create your perfect system by piecing together the software you love with the features you need.

Improve client experience with

Client Status Communication

Keep your clients in the loop with a client-facing workspace. Here, they can access client-friendly data, so they know exactly what stage their project is in and what is being done. They can also communicate directly through the workspace to leave questions and comments on specific projects, cutting down on unnecessary or excessive emails.

Don’t worry – any confidential information or communication between your team can still be kept private.

Organize Client & Project Data

With marketing projects, there are often several hands simultaneously working on a client’s account. From tracking leads to managing projects, creating artwork, editing copy, and executing campaigns, your employees can get both the full picture of a client’s account and specific project tasks lists and detailed information. It starts with a client profile; then, you can add on action items, or projects, as well as break down each project with task lists and assignments.

Employees can leave comments and attach files to tasks or action items; all communication regarding a specific client can now be contained within their profile. This means no more excessive emails, missing information, or digging through local files to find an attachment.

Ready to get your team organized?

Improve employee and client communication once and for all.
Our Process

How Does it Work?

Submit a Brief

Create Your Wishlist

The road to getting your business organized begins with filling out our contact form. If you are unsure about any of the fields, that’s okay! We just want to get a general idea of your business’ wants and needs.

You'll Hear From Us

Our Software Engineer Team

After we receive your contact information, our Software Engineer Team will reach out to you with any further questions or clarifications.

Onboarding

Let's Meet and Greet

In our onboarding call, we’ll show you a demo of our base template, plus additional integrations and add-on features. This is where we can assess your business needs and customize your CRM to fit.

What to Bring

How to Prepare for Your Call

The main goal of our onboarding call is to determine which features best suit your business. We’ll go over workflow, employee roles, and goals.

Implementation

We Connect Your System

It only takes us five business days to connect your customized system. We’ll meet again to make sure it’s exactly to your specifications. We then turn it over to you and your team for bug test and approval.

Training + Support

Ongoing Customer Support

We recommend allowing for two weeks of employee training and implementation. We will be available if you have any questions.