Above, the agency. Inside, the account.
An agency CRM with two levels: the whole portfolio—which accounts are doing well, how much recurring fee there is, who you're talking to even if they're not a client yet—and, inside each account, its brand book, its campaigns, its pieces, its agents and its margin. When you enter a client, the tool switches its entire context. Even its colour.
A clickable prototype with dummy data and nothing saved behind it. The relationship part comes from the engine and is built; the rest is designed. The next step is a pilot with three accounts.
An agency works for six brands at once, and most costly mistakes are born right there: mixing one up with another because the tool can't tell them apart.
Until the client calls to leave. Conversations, deliverables, approvals and hours sit in four places and nobody adds them up.
The fee is what's charged; the margin is what's left after the hours actually put in. It's the number that decides whether a renewal is negotiated with data or given away.
It's the rule that builds the ten screens of an account. The colour change when you enter a client isn't aesthetics: it's the cheapest context signal there is. Client approval goes out to the person's thread, on the channel they use, and comes back into the workflow with a date and a name. Account health is calculated, not guessed. Margin appears next to the fee. And power dialling has its own quota: the lead going cold, the proposal about to expire and the renewal arriving unprepared—three things already paid for, dealt with in forty minutes.
Not everything here exists in the same way. Each piece carries the status it's in today, with the same criterion we use in a proposal: what hasn't run isn't presented as proven.
The whole portfolio, and the conversation with prospects and clients in the same inbox.
Everything tied to someone specific. Switching account switches agents.
One hour, using three of your accounts as examples. By the end you'll know whether it's worth building.
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