Which CRM do you recommend?

For small agencies (under 10 people) often Pipedrive + ClickUp + Toggl. For larger ones integrated tools like HubSpot, Productive or Scoro. For agencies with a unique process we build custom.

Rates per person, per work type or per project?

Depends on the business model. The system can combine: copywriter has rate A but on a special project rate B. A retainer client has a different rate than ad-hoc.

How long does rollout take?

Off-the-shelf integrated tool 6 to 12 weeks. Custom CRM 3 to 6 months. Team adoption is the key, not just technical rollout.

Can you connect to our accounting system?

Yes. For Fakturoid, ABRA Flexi, Pohoda and others we have connectors. Invoices come from time entries and go straight into accounting.

We do not know where to start.

With a short audit. We go through where your team loses hours today and where you lose the overview of your projects, and we show where digitisation helps first. No commitment to further work.

For marketing agencies

An agency that knows who does what and for how much.

A marketing agency lives off efficient project, client and rate management. We help agencies move from fragmented tools to a connected stack where the manager sees profitability per client and per campaign.

What slows agencies down

Five typical problems.

Marketing agencies usually call when they grow past 10 people and original tools stop being enough.

Client in a spreadsheet, projects in Trello, time in Toggl

Three tools, none talk. Manager assembles the picture from three places, context always missing.

Client wants a status, time from memory

Client calls about progress. Project manager asks the team verbally. Reporting takes 2 hours a week.

Invoice by estimate, not time entry

End of month: accountant asks how many hours were worked per client. PM estimates. Invoicing is either too high (client complains) or too low (agency loses).

No profitability view

Manager sees total revenue but does not know which client is profitable. The client who drains the team does not leave because nobody spots it.

Team does not know capacity

A new deal lands, PM promises a date without knowing capacity. People work into the night, quality drops.

What we build for agencies

CRM, projects, invoicing.

A marketing agency has specific needs: multiple team roles, rates per task or per person, projects across clients. We help connect them.

CRM and client management

Clients, projects, contacts, communication history. One truth about the client.

CRM with client cards
Campaign and project history per client
Sales pipeline
Client portal with status reporting

Project management and time tracking

Projects with tasks, time entries and rates. Manager sees in real time where the team is.

Projects with milestones and deadlines
Time entries per task
Rates per person and per work type
Team capacity and project planning

Invoicing and profitability reporting

Invoice from time entries, not estimates. Manager sees profitability per client and per campaign.

Automatic invoice preparation from time entries
Reporting per client, project, campaign
Revenue forecast from pipeline
Accounting integration

Frequently asked

What agencies ask.

For small agencies (under 10 people) often Pipedrive + ClickUp + Toggl. For larger ones integrated tools like HubSpot, Productive or Scoro. For agencies with a unique process we build custom.

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Let us look at your agency.

Write us how many people you have and how many clients you serve. We will come back with a first-step proposal.