Agency operations platform
Run your whole agency from one workspace
Clients, projects, CRM, marketing, campaign plans and reporting — every tool your agency needs in a single console, scoped per client and branded as your own. Sign in to open your workspace, or see how it works. Below is a live interactive demo with sample clients.
The agency operations platform
A growing marketing agency runs on a dozen disconnected subscriptions — a project tracker here, a CRM there, a chat app, a file drive, a stack of campaign builders and a reporting tool that nobody updates. AI Marketing Dashboard collapses all of it into one workspace: every client, every piece of work and every marketing deliverable in a single console your whole team signs into. The home launcher is the front door — a searchable command center that puts the right tool, the right client and the next thing that needs you one click away.
The home launcher opens on a calm, orienting view rather than a wall of widgets: today's date and a live local clock, a countdown to your next meeting, a line telling you what actually needs you today, a search box that filters every tool in the console (press the keyboard shortcut and start typing), and a 'jump back in' row that drops you straight back into what you were last working on. Nobody has to remember which app a task lives in — they type two letters and go.
Tools are organized into clear categories — workspace, clients and team, briefs and build, marketing, campaign plans, channels and ads, analytics and SEO — so a new hire can find their way around on day one, and a star overlay lets each person pin their most-used tools to the top. It is the difference between a launcher people tolerate and one they genuinely use as their starting point every morning.
Agencies do not manage one account, they manage a roster — and most software treats multiple clients as an afterthought. Here the active client is a first-class control at the top of the workspace: choose one and projects, files, chat, the CRM, the marketing library and the campaign planners all narrow to that account, or switch to an all-clients view to see the whole book of business at once.
That single piece of context means your team never has to re-filter twelve tools to focus on one client, and new accounts you add in the subaccounts manager appear instantly across the console. The structure does the scoping, so attention stays on the client in front of you instead of on bookkeeping.
The console spans the three things an agency juggles all day. There is the delivery side — projects and tasks, team chat, a file manager, a notebook and time-approval worklog, plus a meetings hub with built-in video. There is the marketing side — positioning themes, a full library of keyword lists, copy, creatives, landing pages, forms and emails, and paid, social, email and SMS campaign planners. And there is the data side — a multi-pipeline CRM and cross-channel reporting dashboards.
Because they share one workspace, the boundaries between them disappear: a campaign plan becomes a review task in projects, a CRM lead links into a chat message, a brand brief surfaces the client's files. Buying ten point solutions never gets you this — the value is in the connections, and the connections only exist when everything lives in the same place.
Everyone who touches an account works from the same console, so handoffs stop falling through the cracks. The account lead assigns work, the designer picks up a task, the media buyer builds the campaign plan and the strategist reviews the brief — all without exporting anything, copying links between apps or chasing status in a separate chat tool.
Roles and permissions decide who can see and do what, the team roster keeps contact and workload in view, and shared channels keep the conversation attached to the work it is about. Collaboration here is not a bolt-on feature — it is the default, because there is only one place to do the work.
The launcher leads with a live stat band — active clients, open tasks, pending approvals and meetings today — scoped to whichever client you have selected, so the state of the agency is legible at a glance instead of hidden inside six dashboards. A 'today' rail pulls the meetings on your calendar and the approvals waiting on you into one short list you can clear in a couple of minutes.
An announcements panel keeps the team aligned on what is changing, and a cross-tool activity feed and notification bell make sure a brief submitted for sign-off, a task moved into review or a worklog awaiting approval reaches the right person. The console is designed so the next action finds you, rather than the other way around.
The console is built as a true multi-tenant platform: each agency gets its own organization with its own workspace, its own clients and team, and hard isolation between tenants. One account's data never bleeds into another's. Upload your logo and set your company name, and the whole console wears your brand, from the sidebar lockup to the client portal.
Subscription tiers, team seats and managed-client limits are handled in one place, so scaling from a three-person studio to a twenty-five-seat agency is a settings change, not a migration. It is the operational foundation an agency needs to run its own business while it runs its clients' marketing.
