Your agency runs on ten tools.
It should run on one.
From first pitch to final handover — CRM, projects, contracts, reviews, hiring and a branded client portal in one login. Plus AI that turns a call into tasks.
No credit card · Live in minutes · Cancel anytime
Good morning, Alex
12 projects across 8 clients
12
5
$48k
Homepage hero rewrite
Brand guidelines v2
SEO audit — Desisle
Logo explorations
Kickoff deck
One subscription. Your entire stack.
How it works
Live in three steps
No migration project, no onboarding call. Create your workspace and start today.
Create your workspace
Sign up free in under a minute — no credit card. Your agency gets its own isolated workspace.
Invite your team & clients
Add your people and give each client a branded portal. Everyone lands exactly where they should.
Run everything in one place
Projects, CRM, contracts, reviews and handovers — with AI drafting the busywork as you go.
Features
The whole client journey, handled
Pitch it, plan it, deliver it, get it approved, and hand it off — every step in one place instead of six subscriptions.
A branded client portal that closes the loop
Give every client their own login with your brand on it. They follow progress, review options, approve deliverables, and submit new requests — so nothing stalls in your inbox and every project moves.
Projects that actually ship
Kanban, timeline, recurring tasks and checklists — with client approvals built into the flow.
A CRM, not a spreadsheet
Prospects with stages, value and a full activity timeline. Win the deal, then convert to a client in one click.
AI that kills the busyworkAI
Paste a messy call recap and get assigned tasks back. Generate a full proposal or contract in your own template. Ask AI about your own projects. You approve every line — and it stays off until you add a key.
Contracts, drafted & signed
Write or AI-generate proposals and contracts in a rich editor. Your client reads the real document and e-signs it with a timestamp.
Reviews & sign-off
Share design or dev options, collect votes and comments, then freeze a sealed, provable approval — mid-project, not just at the end.
Handover, buttoned up
A per-project vault for final files, encrypted credentials, repos and live links — a clean, professional handoff every time.
Hire & document in one place
A candidate pipeline to shortlist talent, plus a team playbook and reference library so your process and knowledge live where the work does.
Proof that wins the next deal
Request testimonials, publish a branded wall, and take new work through a branded intake form.
Your team, sorted
Roles and access from owner to manager to member, availability and leave, and rich profiles with portfolios and résumés.
A team that feels seen
Kudos and reactions on finished work, right at the top of the dashboard — recognition that keeps good people around.
Docs that live with the work
Write briefs, notes and quick tables in a rich editor — filterable across every project and shareable with clients.
The client portal
Give clients a reason to log in
Not another shared folder — a real portal with their name on it. Clients follow progress, review options, approve work, e-sign contracts, chat with your team, and add their own people. Transparency that quietly renews the retainer.
- A real login per client — not a link anyone can forward
- Approvals and e-signatures with a provable timestamp
- Your brand end to end (colors, name, CSS) on Scaled Agency
Desisle
Your project portal
Website Redesign
On track6 of 8 milestones complete · next: Launch
Needs your approval
Homepage hero — pick a direction
Option A · your pick
Option B
Recent activity
MK uploaded 3 files to Deliverables
RV completed “Copy review”
PR commented on Homepage
Your notes
Tasks created · you approve
AI, built in
Turn a messy call into done work
Paste the recap from a client call and AI pulls out the tasks, owners and due dates — you review and approve, it creates them. It also drafts proposals and contracts in your own template, and answers questions about your projects. Optional, and off until you add a key.
- Meeting notes → assigned tasks
- Proposals & contracts in your template
- Ask AI about your own work — role-scoped
Built for everyone
One tool. Every seat at the table.
Agency owners
Every project, client and deal at a glance — plus a CRM and a hiring pipeline in the same login.
Managers
Run all delivery — boards, timelines, assignments and approvals — without touching finances or people admin.
Team members
Your tasks, your time, your team. No noise — just the work that matters to you.
Clients
A portal they actually open: follow progress, review options, approve work and e-sign — no account chasing.
By the numbers
Less stack. More agency.
One subscription replaces
PM tool · CRM · contracts · file storage · client portal · chat — folded into one login.
Role-based portals — owner, manager, team, client & platform
Built-in modules, from CRM to handover
Start free
A full trial with no credit card and no setup call. Cancel anytime.
Login for your whole agency & every client
Tabs to juggle — it's all in one place
Your clients deserve better than a shared Drive folder.
Start free for 14 days. No card, no setup call — just your whole agency, finally in one place.