Service agency or consultancy: how the operations fit together
Teams selling client work: marketing, design, development or advisory.
The jobs software does
Most companies like this use one tool for each job. The ones listed are common choices, in no ranked order.
Win and track clients
One place for leads, proposals and who said what.
Plan and deliver the work
Each client gets a project from a template, so nothing is forgotten.
Invoice and get paid
Invoices, payment reminders and the books in one tool.
Talk as a team
Client channels keep conversations out of personal inboxes.
Automations that join it up
Each one moves information between two jobs so nobody has to copy it.
Sales · Easy · Built-in integration
Log every booked meeting in your CRM
Sales calls booked through a scheduling link often never reach the CRM, so follow-ups are missed and reports undercount meetings. Connecting the two records each booking on the right contact without anyone typing it in.
Sales · Easy · Built-in integration
Celebrate and track new deals in a team channel
When a deal moves stage, the people who need to act often find out late. A short message in the right channel keeps sales, delivery and finance in step without extra meetings.
Finance · Some setup · Built-in integration
Turn a won deal into an invoice
Re-typing client details and amounts from the CRM into accounting software is slow and causes mistakes. Creating the invoice from the deal keeps names, amounts and products the same in both places.
Operations · Some setup · Automation tool
Start a client onboarding project when a deal closes
The hand-over from sales to delivery is where details get lost. Creating the project from a template when the deal is won means every client gets the same first steps.
Operations · Easy · Built-in integration
Turn chat requests into tracked tasks
Requests made in chat get lost once the conversation scrolls away. Creating a task from the message keeps a link to it, with an owner and a due date.
Marketing · Some setup · Built-in integration
Build one marketing dashboard from Analytics and Ads
Pulling numbers from several Google tools into a spreadsheet every week is slow and easy to get wrong. A shared dashboard updates itself, so everyone looks at the same figures.
Finance · Easy · Automation tool
Review software renewals before they charge
Most wasted software spend comes from renewals nobody noticed. A short regular look at what renews next lets you cancel, downgrade or negotiate in time.
Advice
- Label each subscription in My stack with the client it's for, so you can bill it on or cancel it when the work ends.
- Use one shared booking page per service, not per person.