For agency & professional services teams
Coordinate clients and protect your margins.
Clients, projects, deliverables and time in one place β share a read-only view with each client.
What you can do
Work the way your team works
- Track every client project and deliverable
- Share a read-only base with clients
- Watch hours against budget
- Collect briefs with a form
β¦ Try this in Nextinn AI
βI need an agency base with clients, projects, deliverables, owners, hours and budgets.β
Build it with Nextinn AI βHow itβs built
The tables behind it
Linked tables you can customize β every field type, view and automation is yours to change.
β¦ Clients
Name, Contact, Retainer
β¦ Projects
Client (linked), Budget, Status, Due
β¦ Deliverables
Project (linked), Owner, Due, Approved
Templates
Start from a template
OObjectives and key results (OKR)Project management Β· Marketing Β· ProductMMarketing team resource allocationProject management Β· Marketing Β· AI-poweredAAgency proposalProject management Β· Marketing Β· Small businessEEisenhower MatrixProject management Β· Marketing Β· ProductCContent trackerProject management Β· MarketingMMarketing agency project managementProject management Β· Marketing Β· AI-powered