01
Client record
Contacts, notes, the active tasks and the money on one page. The assistant writes the summary at the top.
Agencies
Clients, proposals, the social media month, shoots, invoices and the team, on one record per client. Studio is the agency's room: planned, produced, approved and published from one place.
In use
Example workspace: Rozh & Co.
02
Month plan
Post count, posting days, formats, pillars and budget set the month. The assistant drafts the posts and their captions.
03
Publishing
Approved posts go out to Instagram and Facebook from one panel, now or at a set time.
04
Invoice
Issued from the client record, locked on issue, paid against, and reported in the month.
Package: Agency
Licensed per module. Any module can be added later.
- Studio
- Clients and projects
- Proposals
- Tasks
- Finance
- Calendar and calls
- Chat
- Assistant and MCP
- Client review links
- Meta publishing and ads
- Website publishing