Platform for onboarding, approving, and managing clients from a single portal. Features include dashboard analytics, creative approvals, onboarding processes, a built-in CRM, and task management.
Features
Dashboard Analytics
Offers a comprehensive dashboard to manage client information, track engagement, and optimize operations with insights.
Creative Approvals
Streamlines client communication by providing a centralized area for reviewing and approving creative materials, eliminating guesswork.
Onboarding
Simplifies the onboarding process by guiding new clients through setup and ensuring smooth integration with your agency.
Built-in CRM
Manages leads effectively with an integrated CRM, allowing easy tracking and nurturing of prospects through the sales funnel.
Task Management
Enhances team productivity with tools to assign, track, and manage tasks efficiently within your agency.