Connected from first call to final invoice.
A won deal becomes the proposal, the agreement, the invoice and the client your team tracks time against. Nothing falls between tools, so the numbers agree.
CRM
Pipeline, contacts, sequences, forms and booking links, with Gmail and Google Calendar on every deal.
Add proposals and a won deal becomes a signed agreement and first invoice. Nothing falls between.
Pipeline
Time tracking
Timers, plain-language entry, weekly sheets, approvals, locked periods, utilization and retainer pacing by department.
Add invoicing and approved hours become invoice lines for hourly clients and usage statements for retainers.
Day 14 of 22
Northline Studio, October
Invoicing
Retainer, overage, hourly and pass-through billing, pay links, receipts, reminders and a QuickBooks bookkeeper workflow.
Add time tracking and hourly invoices pull from approved entries. Deleted lines return to unbilled.
Invoice 1042
Northline Studio
Retainer, October. Created at signature.
Proposals
Packages, scope tables, clause-based agreements, e-signature with no per-envelope fee, share links and templates.
Add the CRM and every proposal starts from the deal's value and term.
Here is the proposal for Northline Studio, built from Tuesday's call and your packages. Review it and I will send it.
Client reporting
Coverage, SEO, social and KPI reports with automatic refreshes, scheduled delivery and a client portal.
Add time tracking and the client sees retainer usage next to results in the same portal.
reports.northline.agency
September results
Profitability
Reads hours from time tracking and revenue from invoicing, so it works from day one.
Add the CRM and each client's margin sits beside the deal that sold it.
Profitability, September
AI built in
The repetitive work gets quicker. You make the calls.
AI reads your catalog, your clients and your calls, drafts what someone would otherwise type, and brings the right deal, invoice or hours into view when you need them, ready to act on. Every draft waits for your review.
- Proposals drafted from the call. Packages picked, recommendation pre-selected, note in the prospect's own words.
- Follow-ups that know what was read. Drafted from what the prospect opened and how long they stayed.
- Outreach that improves itself. Sequences test, promote the winner and draft the next challenger.
- Time logged from a sentence. Say what you did and confirm the entry against the right project.
- Reports that explain themselves. A written summary of what moved and why, on every report.
Who sees what
Hours for the team, budgets for the leads, cost for admins only.
| Role | Sees | Never sees |
|---|---|---|
| Member | Their own hours and utilization | Rates, revenue, cost |
| Manager | Team hours, approvals | Rates, revenue, cost |
| Account manager | Budgets, retainer pacing, revenue, invoices | Cost, salary, margin |
| Director | Department budgets and revenue | Cost, salary, margin |
| Admin | Everything, including cost and margin | n/a |
Agency operating software
Run your agency smarter.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.