Industry-specific solutions
Systems for agencies.
Win clients and deliver without the chaos. Connect enquiries, proposals, onboarding and reporting so your team spends more time on client work.
- Marketing and lead generation agencies
- Creative and web agencies
- Recruitment agencies
- Consultancies
What gets in the way
Where agencies businesses lose time.
The same three problems come up again and again. Each one has a fix that does not depend on anyone remembering.
Client onboarding runs on templates, chasing and copy-paste
A new client gets a welcome email, a questionnaire and a list of access requests. The answers come back in pieces and are copied into the task board by hand.
One branded link collects forms, access and assets, and sets up the client’s project.
Reporting eats hours every week
Someone logs in to each ad account and each client’s CRM, copies the numbers into a template and writes much the same commentary as last week.
The numbers are pulled into one view, and the report is drafted for a person to finish.
Delivery status lives in too many tools
Tasks are on a board, files in a drive, approvals in email and updates in chat. A client asking where things stand gets a different answer from each person.
Each client has one workspace where both sides see the same status.
How it connects
One connected workflow.
Choose your kind of business. Each step hands over to the next automatically, with your team stepping in where judgement matters.
- 01
New client enquiry
An enquiry is captured and qualified before it reaches the calendar.
The system
- Captures the enquiry and its source
- Asks the qualifying questions
- Books a call with the right lead
Your team
Your team runs the sales call.
- 02
Proposal and agreement
The proposal, agreement and first payment are handled in one flow.
The system
- Sends the proposal
- Follows it up
- Collects the signature and the first payment
Your team
Your team scopes and prices the work.
- 03
Client onboarding
Forms, access and kick-off happen from a single link.
The system
- Collects forms, access and brand assets
- Sets up the delivery board
- Books the kick-off
Your team
Your account lead runs the kick-off.
- 04
Delivery and reporting
Performance is pulled into one view, and the client sees it in their portal.
The system
- Pulls performance into one view
- Drafts the report
- Flags clients whose results or activity have dropped
Your team
Your team writes the commentary and makes the calls.
- 01
New brief
A brief is captured with budget, deadline, deliverables and who approves.
The system
- Collects the brief in a set format
- Creates the opportunity
- Books a call
Your team
Your team talks the brief through with the client.
- 02
Proposal and deposit
The proposal is accepted online, and the project is set up from it.
The system
- Sends the proposal for acceptance
- Takes the deposit
- Creates the project and its tasks
Your team
Your team scopes and prices the work.
- 03
Build and review
Each version is reviewed in one place, and extras are logged as extras.
The system
- Shares each version for comment
- Records approvals
- Logs change requests that fall outside the scope
Your team
Your team designs and builds.
- 04
Launch and care
Launch runs to a checklist, and ongoing care is set up before the project closes.
The system
- Runs the launch checklist
- Collects the final payment
- Sets up the care plan and its reminders
Your team
Your team launches and supports the work.
- 01
Vacancy
A client’s vacancy is logged with the brief and the terms agreed.
The system
- Captures the role and the terms
- Creates the job record
- Passes it to the right consultant
Your team
The consultant takes the brief from the client.
- 02
Candidates
Applications arrive in one place, and every candidate hears back.
The system
- Collects applications and CVs in one place
- Books screening calls
- Keeps every candidate updated
Your team
The consultant screens and shortlists.
- 03
Interviews and offer
Interviews are arranged with both sides, and feedback is collected.
The system
- Schedules interviews with client and candidate
- Sends reminders and collects feedback
- Tracks the offer to acceptance
Your team
The consultant manages the negotiation.
- 04
Placement
The checks, the invoice and the follow-up after the start date are tracked.
The system
- Tracks right to work checks and references
- Raises the invoice on the start date
- Checks in with the client and the candidate
Your team
Your team carries out the checks and looks after the relationship.
What we build
Everything we can fix for agencies.
Few businesses need all of it. We scope the build around what you already have and what is costing you most.
Growth systems
Funnels, CRM and follow-up. Every enquiry has a next step.
Automation
Connected workflows. Less repetitive work for your team.
- Client onboardingForms, access, assets and kick-off collected from one branded link.
- Proposal follow-upProposals that have not been signed are followed up, and stop being chased once the client replies.
- Client reportingPerformance from ad platforms and client CRMs in one view, with scheduled reports.
- Review and renewal remindersContract end dates and review points each start their own reminders.
Custom software
Dashboards, portals and tools. Built for the way you operate.
AI systems
Your business knowledge. Put to work with human oversight.
- Call summariesA client call becomes a summary, a task list and a draft follow-up email for a person to check.
- Enquiry chatAnswers questions about your services and books a call with the right person.
- Call answeringCalls are answered when the team is in meetings. The details are taken and a call-back is booked.
- Knowledge assistantAnswers your team’s questions from your playbooks and past client work, and shows where each answer came from.
How we build
Built for client accounts.
An agency system holds access to other people’s businesses. These are the rules we build to.
See our approachEach client sees only their own work
Every client has a separate space. Nothing crosses between accounts.
People check what goes out
AI can draft a report or a follow-up. A person reads it before a client does.
Access by role
Account leads, specialists and freelancers see the clients they work on.
Built in your accounts
The system and its data sit in accounts in your agency’s name. Hosting and retention are agreed with you in the written scope.
Case study
Agentryx
Agency operating problems, turned into a multi-tenant software platform.
- Branded client onboarding from a single link
- Delivery boards and tasks shared between the agency team and each client
- Ad performance reporting across Meta, Google Ads and GoHighLevel
Do we have to replace our project management tool?
No. We start with what you already use, connect to it where it allows and build around the gaps. We only suggest replacing a tool when it is the thing holding you back.
Can the portal carry our brand?
Yes. The client portal is white-labelled, so clients see your brand and not ours.
Which platforms can reporting pull from?
Our own platform reports across Meta, Google Ads and GoHighLevel. Other sources can be added where they offer a way to connect, which we confirm during scoping.
Does AI write to our clients?
It drafts. A call summary can become tasks and a follow-up email draft, and a person checks it before anything is sent.
How long does it take, and what does it cost?
Both depend on the scope. We start with an audit of how your agency works now, then give you a written scope with the systems, integrations and measures we will judge the build by. Nothing is built until you have agreed it.
Guides
Guides for agencies businesses.
How much does a custom client portal cost?
Price bands from £4,500, what each budget buys and what pushes the cost up.
Read the guideGUIDEThe sales-to-delivery handoff checklist
What should pass to delivery when a client signs, and what to automate.
Read the guideGUIDEThe 9 numbers every service business dashboard needs
From enquiries to cash collected, with where each number comes from.
Read the guideLet’s map your agencies workflow.
Tell us where you are and what is getting in the way. We will scope it before anything is built.