Platform
The whole agency loop in one workspace
Sell, deliver, and report without duct-taping nine tools together. Agents propose; you approve; clients see the work.
Approvals
The Inbox
Every recommendation lands with evidence, a clear action, and one-click approve or reject.
Nothing touches a client account until you say so. The audit trail is permanent.
Client view
Client portal — the churn-killer
Clients see delivery as it happens: timeline, work log, and reporting without you assembling a deck.
Silence is the #1 stated reason agencies get fired. Visibility fixes it.
Team+
Pipeline → contract → delivery
CRM with a deal board, won-deal contracts with e-sign, then handoff into agent delivery.
Contracts and the client portal are Team and Partner. Essentials stays the single-business marketing engine.
Evidence
Reporting as byproduct
Search Console, GA4, and Google Ads in one place. Portfolio and scheduled client reports on Team+.
Autonomy
Permission dial and audit log
Set what agents may propose vs. do. Every action is logged. Turn autonomy down to zero and they still research — they just wait for you.
Integrations
Google Search Console · GA4 · Google Ads. Partner adds API and webhooks. No grey “coming soon” logo wall.