One workspace for clients, pipeline, proposals, invoices, and files. Built for agencies that outgrew spreadsheets.
Platform modules
Eleven purpose-built modules that cover the full agency lifecycle — from first lead to final invoice.
Real-time overview of pipeline, revenue, and team activity.
Client profiles, contacts, and complete relationship history.
Capture, qualify, and nurture every inbound lead.
Track deals through your custom sales pipeline stages.
Generate and send professional quotes in minutes.
Create winning proposals with rich-text editing.
Invoices, payments, and revenue tracked end-to-end.
Manage your service catalog and pricing tiers.
Draft, track, and manage client agreements securely.
Centralized document storage linked to any entity.
AI-assisted automation that runs across every module — trigger actions, route data, and eliminate busywork.
From generating proposals to breaking down projects — AI works behind the scenes so your team can focus on what matters.
Index AI understands your clients, projects, and history. Ask it to draft proposals, summarize project status, break down tasks, or trigger automated workflows — all within your secure, tenant-isolated workspace.
Generate tailored proposals from client context, past deals, and service catalog — in seconds.
Describe a project and AI structures it into milestones, tasks, and assignments automatically.
Get instant project status reports, client histories, and pipeline overviews — no manual crunching.
Set up event-driven automations: auto-assign leads, send follow-ups, create invoices on deal close.
Built for scale
Every agency gets an isolated workspace. Data is scoped per organisation — always.
Five built-in roles — Admin, Manager, Member, Finance, Client — with granular permissions.
Public REST API with scoped keys, real-time webhooks, and event-driven automation.
Getting started
Sign up and your isolated agency workspace is ready in seconds.
Bring in clients, leads, and products — or start from a clean slate.
Manage every deal from first contact to final payment in one place.
Tell us about your team and we'll get you set up. Or jump straight in — no credit card required.
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