Client and lead management
Organize contacts, opportunities, proposals, contracts and each client’s history.
Prepared for
Agency operationsA tailored digital system for the work behind every campaign: strategy, delivery, client relationships, people and finance.
Connected by workflows, permissions, reporting and agreed integrations.
Bring business goals, client information and campaign strategy together, so teams move from intake to an approved plan with the same context.
Organize contacts, opportunities, proposals, contracts and each client’s history.
Document goals, audiences, positioning, channel plans, budgets and how success is measured.
Capture requests with structured briefs, then route plans to the right reviewers.
Turn approved strategy into campaign milestones, assigned tasks and a shared timeline.
Coordinate campaigns, creative production and delivery across teams, without losing track of versions, owners or deadlines.
Assign tasks, milestones and owners; see workload across teams and freelancers.
Plan posts, assets, channels and publishing dates next to campaign milestones.
Keep assets, feedback, revisions and approval status attached to the work.
Follow production and launch checklists; connect publishing tools where supported.
Automate the handoffs and reminders that slow teams down, while people stay in control of decisions and exceptions.
Define triggers, conditions, assignments, reminders and escalation paths.
Exchange data with supported CRM, advertising, publishing or accounting tools.
Keep review steps, permissions and exception handling in the process.
Change rules as teams, services and approval structures evolve.
Integrations depend on available APIs, permissions, platform policies and the agreed scope.
A tailored HR system brings employee records, attendance, leave and payroll preparation into the same operational picture.
Store contracts, roles, documents, reporting lines and onboarding tasks.
Manage timesheets, attendance, leave balances and requests with approval paths.
Configure salary inputs, allowances and deductions, then review, approve and export.
Limit sensitive data by role and keep a record of changes and approvals.
Payroll rules and payslips are set per country and reviewed by your payroll and legal specialists.
Connect project and campaign costs with the commercial information leadership needs, in role-based dashboards.
Prepare scopes, quotes, rate cards and approval records.
Track budgets, suppliers, expenses and time against each project, planned vs. actual.
Follow billing milestones and invoice status, with accounting exports.
Campaign delivery, team workload, approvals and project costs for leadership, accounts, HR and finance.
We define the system with your team, agree on a practical scope, and add capabilities in stages.
We map your teams, sites, tools and pain points.
We define workflows, modules, reports and priorities with you.
We configure, develop and test with your users, then train your team.
We support adoption and add modules when you need them.
Choose the modules that matter now. We’ll reply with a clear scope and cost, and you can add more later.
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Send my selectionTell us how your team works and where you want to improve. We usually reply within a day.
Scope, cost and timeline are agreed with you before any work begins.
Attendance, shifts and payroll across the factory, offices and field teams.
ExploreLeads, units, site visits, installments and your sales team in one system.
ExploreWhatsApp orders, branches, shifts and daily sales in one place.
ExploreWhatsApp orders, customers, stock across branches and field sales reps.
ExploreAppointments, WhatsApp reminders, patient follow-up and staff in one system.
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