Automate your agency’s workflow
Streamline client management, improve collaboration, and boost profitability with automation tools designed for agencies.
A new client is onboarded or a project is initiated in the system.
Automatically create project-related tasks like "Design Phase," "Client Review," "Final Delivery."
Automatically assign tasks with deadlines based on project milestones.
Send reminders to the team for upcoming deadlines and updates to the client on project progress.
Are you..
Struggling to keep track of multiple client projects and deadlines?
Wasting time on repetitive tasks like invoicing, follow-ups, and status updates
Looking to create a more organized, efficient workflow for your agency?
Searching for a way to improve client communication and project visibility?
Wanting to streamline internal processes and increase profitability?
If the answer is “Yes” to any of the above, you are in the right place.
What is Agency Automation?
Agency automation is the use of software and technology to streamline and optimize repetitive agency tasks, helping you manage projects, clients, and internal workflows more efficiently.
Here’s what it typically includes:
- Automates client communication and follow-ups
- Centralizes project management and task tracking
- Streamlines time tracking and invoicing
- Provides insights and reporting
How can Agency Automation help you?
Save time and resources
Automate routine tasks, such as client communication and project updates, to free up your team for more valuable work.
Increase efficiency
Streamline your agency’s workflow, from client intake to project completion, making the entire process smoother and faster.
Improve client satisfaction
Provide consistent, timely communication and updates to clients, enhancing their experience and increasing retention.
Enhance collaboration
Centralize project data and tasks, allowing your team to collaborate seamlessly and stay aligned on client goals.
Boost profitability
Reduce time spent on manual tasks, minimize errors, and improve resource allocation, driving higher profit margins.
Scale your agency
Automate repetitive processes to handle more clients and projects without increasing headcount, allowing your agency to grow.
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics
Clients
Automations
Years of experience
Agency automation use-cases to improve workflow
Simplify client management, optimize projects, and reduce manual tasks with these solutions.
Manage client projects
Automate task creation, tracking, and reporting for client projects to ensure deadlines are met.
Streamline billing and invoicing
Set up workflows to generate and send invoices automatically based on completed milestones or hours worked.
Centralize client communication
Connect email, chat, and CRM tools to keep all client conversations in one location.
Track resource allocation
Use automation to monitor team workloads and assign resources efficiently based on project needs.
Simplify reporting for clients
Automate the generation of performance reports, campaign results, or project updates for clients.
FAQs about Agency Automation
Agency automation can handle client onboarding, project management, invoicing, time tracking, follow-ups, and internal reporting, improving efficiency across all aspects of your agency.
By automating communication and updates, you can provide clients with timely, accurate information and reduce the risk of errors or delays, improving their overall experience.
Yes, agency automation can be scaled to meet the needs of small agencies, making processes more efficient, even with a small team.
Yes, many agency automation tools integrate with popular project management, CRM, and accounting software, allowing for a seamless flow of data across your systems.
