01 · Find
Ten new companies every morning
Company suggestions picks companies that need what your agency sells, in the cities you work in, and tells you why each one fits. Lock a city and a sector and those companies go to nobody else.
- Company suggestions
- Area lock
- Fit score
02 · Analyse
A site and brand analysis for every company
See how a company's site does on mobile, what is broken and where the opportunity is, and take the report to the first meeting as a PDF.
- Site analysis
- Brand analysis
- PDF report
03 · Follow up
Every contact in one CRM
Add a company to the CRM with one click and follow it from lead to customer, with its owner, notes and deals on one card. Ready-made e-mail templates go out in seconds.
- Contacts
- Stages
- E-mail templates
- Automations
04 · Win
A pipeline that shows what every stage is worth
Move deals from proposal to won and see what you won this month, your win rate and what is still open, without building a report.
- Deals
- Sales pipeline
- Win rate
05 · Deliver
Projects, tasks and teams on one board
Plan the job as a project, split it into tasks with owners, priorities and due dates, and lay out the week in the shared calendar. Every team sees its own work.
- Projects
- Tasks
- Teams
- Calendar
06 · Work together
Messages, mentions and files next to the work
Chat one to one, reply to a message and send files. Mention a teammate with @ in a task or a comment and they are notified right away.
- Messages
- @mentions
- Notifications
- Files
07 · Keep your clients
Site Watch keeps an eye on every client website
Every client site is checked for you: is it up, how fast it opens, when its SSL certificate and domain run out. When something is wrong you get a ready e-mail to the client, and a monthly report shows the work behind your maintenance fee.
- Uptime
- SSL & domain
- Ready e-mail
- Monthly report
08 · Stay in control
Roles, security and your own brand
Decide who sees what with roles and permissions, protect every account with two-step verification, and offer the Suite to your own clients under your logo.
- Roles
- Two-step verification
- White label
Can you check the menu on mobile, @ay