Run your agency from one place: new business, client work, approvals and invoices.
Send proposals clients sign online, share work for comments and approval, schedule client posts and invoice every retainer, from one workspace set up for how agencies work.
The moments that win a client or lose one
Here is what happens at each one when your agency runs on Automo.
- A prospect wants a proposal by Wednesday. Build it from their deal, send it as a link and they approve and sign it online.
- A new client signs and the work starts. Open a project for the job, split it into tasks and give each one an owner and a due date.
- The client needs to see the first designs. Share a review link and they comment right on the design.
- Next week's posts for a client are ready. Schedule them to the client's social channel from the same place you designed them.
- It is the end of the month. Send each retainer invoice and see which clients have paid.
Questions agency owners ask
Is it free to start?
Yes. Start on the Free plan with the CRM, proposals, eSignature, design and invoicing for 1 member, with no credit card. Extra brand kits and social channels come with a paid plan.
Do my clients need an account?
No. Clients open your proposal link, then approve and sign it without signing up.
Can I bring my clients from another CRM?
Yes. Import a CSV export from your current CRM, or connect HubSpot to bring across contacts, companies and deals.
Can I manage several clients' brands and social accounts?
Yes. The Free plan includes 1 brand kit and 1 social channel. Move to a paid plan to add a brand kit and a social channel for each client.
