Business
Know where your agency stands.
Clients with their full history, a dashboard of what's out and what's won, margin and what you owe each partner on every campaign, and a team that sees what it needs.
What you get
Clients and their history
Every client's proposals, versions and campaigns in one place, with contacts and duplicate warnings when adding a new one.
A dashboard that adds up
Media and activation pipelines, acceptance rate and margin, worked out the same way everywhere.
Margin on every deal
Sell, buy and margin are worked out the same way on the proposal and on the campaign, so the number never disagrees with itself.
What you owe each partner
Every campaign shows what each partner is owed, worked out from your buy prices. Margin and payables are shown to admins only.
Your team and roles
Invite your team by email and give each person an admin or staff role.
Flags on the dashboard
My campaigns and flags across the agency, so problems reach the right person early.
FAQ
Common questions
Still have a question? Email us.
Is margin stored or calculated?
Always calculated from sell and buy prices, so it's never out of date.
How do we add the team?
Invite people by email from settings. Each invitation link is valid for 48 hours.
See it with your own sites.
We set you up. Book a 30-minute demo.