
One platform.
to manage it all.
Ticketing, CRM, HR, and Finance are deeply integrated so your tickets, deals, people, and revenue all talk to each other in real time.
Projects orchestrated. Delivery perfected.
Move beyond generic issue trackers. A ticketing and Kanban environment purpose built for agencies where deliverables, client approvals, time logs, and invoicing all live on the same card.
- Agency first Kanban boards designed for creative workflows
- Structured deliverables with native client approval cycles
- Margin tracking and automatic billing gates to protect revenue
Social Media Strategy Q3
UI Kit Refinement
Homepage Hi-Fi Mockups
Brand Identity v2.0
Deals won. Clients managed.
A complete six stage CRM pipeline from first contact to signed agreement. Generate AI proposals, collect digital signatures, and manage every client retainer, contract, and asset in one unified space.
- Six stage pipeline tracking deals from new lead to won or lost
- AI proposals with public share links and secure digital signature
- Client hub detailing retainers, active contracts, and secure credentials
Lead
2Horizon Media
Stackwell
Proposal
1Nexus Labs
Negotiation
1Vanta Co.
Renews in 14 days
$24k retainer
People managed. Payroll automated.
Complete employee management from day one onboarding to monthly payslip dispatch. Automatically handle leave requests, log hours, and calculate payroll with localized tax compliance.
- Leave allocations, requests and multi step approval workflows
- Period payroll with EPF, ETF, and APIT taxes automatically calculated
- Structured onboarding checklists, attendance logs and payslip generation
Gross Payroll
$0.0k
Net Payable
$0.0k
Payslips filed
12 employees payroll
Revenue tracked. Profit protected.
Professional invoicing and quotations linked directly to live projects and contracts. Integrated with accounting tools for seamless synchronization without double entry or reconciliation errors.
- Invoicing with custom approval flows and overdue tracking
- Detailed quotations that convert to invoices in a single click
- QuickBooks and Zoho Books real time accounting synchronization
Total Billed
Active MRR
QuickBooks synced
3 invoices · 2m ago
Every client. One secure view.
Provide clients with a white label secure portal to monitor progress, review deliverables, and clear invoices. Centralize retainer tracking, contract terms, and client access credentials internally.
- White label client portal covering tasks, approvals and payments
- Secure social credential vault supporting multiple platforms per client
- Retainer utilization tracking and automatic renewal alerts
Client Dashboard
Nexus Labs
Open Tasks
6
To Review
2
Unpaid
$4.2k
Awaiting Action
Homepage redesign, final round
Please review deliverables
Intelligence, Synthesized.
An intelligent assistant that analyzes your entire agency ecosystem across work, clients, team capacity, and cash flow. Ask natural language questions to generate live charts, summaries, and action items.
- Live cross module queries on revenue, capacity, leave and pipeline
- Autonomous chart and visualization generation on demand
- Draft proposals, emails and reports using real time agency context