Demo workspace · Account records are not connected; nothing is submitted.
Agency review
Services
Find a workspace tool, prepare a service brief or review a planned capability.
All roles · 58 entries. Tools open existing workspaces; service briefs are working drafts. Planned capabilities are labelled below.
Client tools
6 results
Workspace tool · Agents / AgenciesFreeView toolClient presentations in your brand
Combine selected projects, prices and payment plans into a presentation ready to share with your client.
Workspace tool · Agents / AgenciesFreeView toolClient links that tell you when they open
Each link reports the visit, so you call while the client is reading.
Workspace tool · Agents / AgenciesFreeView toolClient-facing project view
Review the project, plans and payment details together in a focused presentation.
Workspace tool · Agents / AgenciesFreeView toolWhatsApp, messages and the calls queue
Every conversation on the client's record, with the next call lined up.
Planned capability · Agents / AgenciesPremiumView planned scopeAI project assistant
Planned assistance with finding projects and drafting notes for a client presentation.
Workspace tool · Agents / AgenciesPremiumView toolClient calling tools
Prepare client call queues, scripts and follow-up notes. Connected calling is a planned addition.