The agency, whole.
Quiet. Yours.
Creative. Digital. PR. Growth. One operating system for the whole studio. Less hopping between tools. More time on the craft.
Good morning, Avery
Here is what is happening today
Leads
20
Clients
14
Active projects
9
Outstanding
$24.5k
Recent activity
- Maya Rao moved to Won · 10m ago
- Invoice 042 sent to Lumen Studio · 32m ago
- Kickoff scheduled with Bayline · 1h ago
- Proposal viewed by Westgate · 2h ago
From Kai
Three proposals are about to age. Do you want me to send gentle nudges on your behalf?
Seven tools become one.
A pipeline CRM. A project tracker. A proposal builder. An invoice tool. A scheduler. A file library. A partner directory. In one quiet place.
Pitch to payment, in one thread.
A new business lead becomes a client. A client becomes a project. A project becomes a proposal. An invoice closes the loop. One workspace holds it all.
New business, honest.
Pipeline in seven stages. Source attribution baked in.
Accounts at a glance.
Projects per client. Budgets in every currency. Status, plain.
Team, the right shape.
Designers, strategists, developers, finance. Eight roles.
A council of twelve.
Rook Intelligence, present in every room.
Monday, 9:02am.
Six things that used to take six tools, now in one.
09:02
Open the dashboard.
Six numbers. Four activities from the weekend. A Kai nudge about a proposal that has aged.
09:18
Drag two leads forward.
Qualified moves to Proposal. Proposal moves to Negotiation. Kai drafts the follow up for your blessing.
10:30
Kickoff, Aurora.
Meeting type Kickoff. Agenda drafted from the proposal. Notes saved to the project.
Leads
20 total · 5 won · 1 lost
Noor Alami
Alami Studio
Hiro Tanaka
Forma
Amelia West
Westgate
Rohan Shah
Lumen
Sofia Marlo
Marlo & Co
Ken Ito
Bayline
Maya Rao
Rao Labs
Invoices
$184,200 paid · $24,500 outstanding
Invoice 2026 042
Lumen Studio
Status flow
Six statuses that match the work.
Planning, in progress, in review, completed, on hold, cancelled. Priority, budget, client, team, files. A project card that earns its keep.
- Every project tied to a client
- Every project tied to a budget
- Files, proposals, invoices, scheduled meetings, all here
- Team assigned, roles respected
Projects
4 active · 1 completed
Aurora rebrand
Lumen Studio
Atlas launch film
Bayline Films
Brand guidelines v2
Alami Studio
Annual report
Marlo & Co
Because agencies juggle by nature.
Finance calm
Invoices sync with Zoho Books. Revenue by client lives on the dashboard.
Proposals that win
Line items, payment terms, currency. Written in your voice.
Meetings that matter
Seven types. Four statuses. Tied to the client.
“We replaced six tabs with one tab. The quiet since is remarkable.”
Common to agency life.
Can freelancers join a project without a seat?
+
A guest role is coming that lets a freelancer join a single project, see the brief and files, and be paid through Paym.me.
Do you support retainers?
+
Retainers as a project type, with recurring invoices, ship in the next invoice release.
Can I onboard a new account manager quickly?
+
The workspace is the onboarding. One invite. They see leads, clients, projects, and who owns what.