A CRM for agencies, built inside an agency.

One platform across the whole client lifecycle.

Everything an agency needs to take a client from proposal to invoice, without switching tools halfway through.

The same proposal, not a blank page every time.

An agency sends similar proposals over and over. A proposal can be saved as a template with its own content, or copied together with its fee lines into a new proposal for the next client, without rewriting anything from scratch. Each template also keeps its own stats: how many proposals came from it, and how many of those the client actually viewed or signed, so you can see which template really wins work and which one goes unread.

If your agency also does marketing, the numbers live here.

Google Analytics, Search Console, Google Ads and Meta Ads sync into the same system as the client, down to ad set and creative level, not just total spend. You don’t need to open four different dashboards to answer “how is this client doing?”. One unified view per client combines traffic, organic results and ad campaigns, and an AI suggests up to eight priority actions based on real numbers, not generic advice. A one-time Google connection at the agency level is needed before data starts flowing for the first client; after that, each new client is connected quickly.

Clients see their own numbers; you see the relationship.

An agency juggles many clients at once; search knows that.

One search box, not eight different screens. Client, contact, ticket, lead, opportunity, proposal, project or note: everything is searched together, and a name typed in Latin characters (Greeklish) still finds a client stored in Greek. That matters most once the team grows and nobody remembers every client by heart anymore. And when an email lands in Gmail, there’s no need to open another tab: the ticket is created or updated right there, with the email’s attachments carried over automatically.