Client portal
Give each client one branded place to see what you've shared: briefs, dashboards, reports, files to approve and answers to their questions. Clients sign in with their own access and see nothing else.
Shared across products
Shared across every product
A few things work the same way everywhere, so your team learns them once.
Share links
Send a dashboard, a report, a brief or a review as a link, open or protected by a password, carrying your agency's brand.
Branded PDFs
Briefs, reports, proposals, invoices and profiles download as US Letter PDFs with your logo and accent colour. Internal versions are marked as such.
Dashboards
Build client dashboards from blocks or describe one and let AI draft it, refresh on a schedule and share them with comments.
Search everything
One search box finds clients, projects, tasks, briefs, campaigns, reports, boards, files, people and software, limited to what you can see.
Notifications
One notification bell for the whole suite, with switches per kind for in-app and email.
Tasks from anywhere
A follow-up from a report, a research finding or a review becomes a task your project team sees with where it came from.
On your phone
Every product works on a phone, with a bottom bar for the things you do most. A few large-screen tools offer to send the link to your computer.
Try every product free for 14 days
Bring one real client and see it end to end, with no card.