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InvoiceSpider

Agencies

CRM, client portals and project operations for agencies

Agencies live with two problems at once — a pipeline of pitches that needs chasing, and a delivery process that only works when everyone remembers the same steps.

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The problem

New business and delivery pull in opposite directions

When the team is busy delivering, the pipeline goes quiet. When new business picks up, delivery slips. Both suffer because they run on different systems.

Pitches go cold while you deliver

Follow-up depends on capacity, so promising leads cool off exactly when the team is busiest.

Every project runs slightly differently

Process lives in people rather than templates, so quality varies with who is staffed on the work.

Clients chase for updates

Without a place to look, clients email for status, and answering them becomes a job in itself.

The solution

One system for winning work and delivering it

The pipeline that wins the project connects directly to the process that runs it and the portal the client sees.

  • Keep the pipeline warm — Automated sequences follow up on proposals across email and SMS while the team is heads-down.
  • Standardise delivery — Workflow templates turn your best project into the default way every project runs.
  • Give clients a window — Client portals show status and files, so routine update requests stop arriving.
  • Route approvals properly — Dynamic forms with approval flow capture sign-off against the work instead of in a thread.

How InvoiceSpider helps

Built around how agencies actually run

Each of these links through to the feature that does the work.

Keep the pipeline warm

Automated sequences follow up on proposals across email and SMS while the team is heads-down.

Learn more

Standardise delivery

Workflow templates turn your best project into the default way every project runs.

Learn more

Give clients a window

Client portals show status and files, so routine update requests stop arriving.

Learn more

Route approvals properly

Dynamic forms with approval flow capture sign-off against the work instead of in a thread.

Learn more

Example workflow

From pitch to signed-off deliverable

New business and delivery share the same client record, so nothing is rebuilt when a pitch becomes a project.

  1. 1

    Enquiry

    A new business enquiry is captured and tagged by service line.

  2. 2

    Pitch

    The opportunity moves through pipeline stages with automated follow-up behind it.

  3. 3

    Kick-off

    A workflow template creates the standard project structure and assigns owners.

  4. 4

    Deliver

    Tasks progress against the job while the client watches status in their portal.

  5. 5

    Sign-off

    An approval form records who approved what, attached to the project.

Benefits

What you get out of it

The outcomes teams in this segment care about most.

  • Pipeline keeps moving

    Follow-up runs even when the team is fully committed to delivery.

  • Consistent projects

    Templates mean quality does not depend on who is staffed.

  • Fewer status emails

    Clients check the portal instead of asking for an update.

  • Defensible approvals

    Sign-off is captured on a form against the work, not in a thread.

FAQ

Agencies questions

What teams in this segment ask before they start.

Talk to the team
Can we run different service lines separately?

Yes. Custom tags and separate lead capture forms let you keep retainer enquiries, project enquiries and different disciplines in distinct, filterable groups.

How do client portals help an agency specifically?

Clients get a professional login showing project status and files. For retainer work in particular, it replaces the recurring status call and the long attachment chain.

Can we standardise how projects run?

Yes. Workflow templates let you turn your best process into a repeatable one, so every project starts from the same structure rather than being assembled from memory.

How are approvals handled?

Dynamic forms with approval flow route sign-off inside the platform, so the record of who approved what stays attached to the project.

Built for agencies

Start a free trial and set it up around your own workflow, or book a walkthrough with the team.

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