Client relationships
From first hello to signed proposal.
Keep leads, follow-ups and proposals connected. Give every opportunity a clear next step.
Built for the way agencies workLess managing.
Less managing.
More making
things happen.
Your clients, projects and billing, beautifully organized. One workspace to move from the first conversation to the final invoice.
One place for your team. A clear view for your clients.
OmixDesk / Workspace preview
Studio workspace Projects
Project workspace
Brand & website launch
In progressDesign & development
OverviewTasksFilesTeam
Milestones3 of 4
Project team
AMSKJL
Progress75%
Project milestones4 milestones
Discovery & strategyCompleted
Visual directionCompleted
Website designCompleted
Development & launchIn progress
Brand guidelines.pdfShared with client
A connected view of your work Illustrative sample
Everyone on the same page.
From your team to your client.
Every part of your agency.
Working together.
ConnectProposeDeliverInvoice
The complete picture
A home for the work
behind your best work.
Less switching between scattered tools.
More context, from start to finish.
Project delivery
Great work deserves a clear plan.
Bring your team, tasks, milestones and shared files together around each project.
Billing & reporting
The details behind getting paid.
Create invoices, record payments and keep outstanding balances in view, with reports to see the bigger picture.
Client portalSample view
A little clarity goes a long way.
Your project. Your documents. All together.
Project milestonesSee how the work is moving forward
Proposals & invoicesFind the details, without the back-and-forth
Shared filesKeep the latest deliverables close
Made for your clients, tooMake every touchpoint
Make every touchpoint
feel considered.
Give clients a dedicated place to follow their projects, review proposals and access shared files and invoices. A polished experience that reflects the care you put into your work.
- Clear project visibility
- Documents in one place
- Access shaped by existing permissions
Bring it all together.Your next chapter,
Your next chapter,
a little more organized.
Get started with OmixDesk
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