AI & automationWorking demo
Agency Operating Portal
Pipeline, contacts, follow-ups, campaigns and a work queue behind one login. The CRM lives in here.
Built for a growth agency running paid, outbound and delivery off one team. One portal, every channel
Try this
- Drag a deal through nine pipeline stages and watch the stalled flag fire
- Filter the contact table by stage, owner, service and source
- Clear a follow-up out of Overdue and see the buckets rebalance
- Open the campaign board and read reply rate per client
Booting demo
Everything on screen is invented. No client is named, no real record is loaded, and nothing you type here leaves your browser or is saved anywhere.
What this is
The CRM is not a separate product, it is three tabs of this portal: a nine-stage pipeline you drag deals across, a contact table you filter ten ways, and a follow-up queue bucketed into overdue, today, this week and scheduled. Around it sits everything else the agency runs on, including the cold email campaign board and a work queue that splits what needs a human from what an agent already picked up.
Want one of these on your business?
Book a free 30 minute growth call. We map your funnel and tell you which parts you actually need.