Upgrade Your Marketing Strategy with Expert Planning

Empower your marketing agency to achieve your goals with our AI features

100% FREE for up to 3 team members. Decide how to get started:

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100% FREE for up to 3 team members. Decide how to get started:

Add to Slack Add to Teams With email

Included For FREE with

Develop endless inspiration with idea-generating shortcuts.

Craft your perfect AI prompt & save it as a shortcut

A massive time saver for digital marketing planning in your agency


Maximize your marketing agency team's potential to deliver exceptional outcomes

How helps agencies to achieve their marketing goals

AI-Enhanced Ideation for Marketing Excellence

Transform the way your marketing agency generates creative ideas and plans campaigns with our AI-powered tools. From brainstorming sessions to content marketing ideation and scenario building, our AI Prompt Collaboration feature sparks creativity among your digital marketing team members. Collaborate on prompts, share AI generations, and watch your creative concepts evolve effortlessly.


AI Subtask Generator for Comprehensive Campaigns

Break down complex marketing campaigns into manageable steps, ensuring each aspect is meticulously executed. Facilitate clear task delegation by outlining step-by-step responsibilities for different team members. Whether it's project planning, task delegation, or creating training modules for your marketing team, our AI Features are your secret weapon for success.


Setting up a reliable process

Helping your clients achieve exceptional marketing success can be a rewarding experience. To replicate that feeling with the next client and then the next one, you need an app that lets you standardize successful processes and deploy them reliably. Our Workflows are a great fit! They guarantee that every step is executed precisely as it should be, allowing you to establish a framework for a successful and repeatable process


Sticking to SLAs

Clients can be impatient at times. Many expect top-notch brand positioning & social media strategies at a push of a button. With you can stick to agreements and have full transparency between you and your client with our shared taskboard & in-app calendar features. Your clients can have a visual overview of all deliverables that you've agreed on! Our calendar lays out all the tasks in a project in daily, weekly, and monthly views.


Understanding expectations

Communicating with your clients throughout the relationship is crucial for a lasting, productive relationship. Easier said than done. Our app allows you to set your preferred level of transparency with your clients so that they can actually see for themselves how far along the process is. Invite them to your taskboards, add them as observers on specific tasks, and talk to them right in the context of the work at hand!


Lead generation

Having a reliable stream of new clients is a constant challenge for marketing agencies, especially those just starting out. Use our workflows, Kanban boards & calendar views to set up a reliable outbound process and acquire promising leads at a steady pace. Set up everything from the initial screening, to the pitch your agents do. Allow our app to get you your next client so that you can focus on delivering results for them.


Here's how helps your marketing agency to thrive

Our feature set is a great fit for marketing agencies

Workflows for every marketing process

Whether it's starting out with your initial marketing plan, managing social media campaigns, or developing a brand positioning strategy, our workflows are designed to fit your agency's unique needs. Every workflow encompasses the steps a task must follow from initiation to completion, along with customized task templates, labels, and custom fields tailored to your agency's requirements. By utilizing our workflows, you can ensure consistency, efficiency, and positive outcomes across all your agency's projects.

Marketing agency client collaboration

Getting your client to engage with you and your process is easier said than done. Our app accommodates guest views, contributor roles, and task follower and chat features, which enable you to give prompt updates to your clients without the need for pesky emails and endless calls. Just add them straight into your workflows and tasks. Context matters, saves time and money, and makes everything so much easier.

Marketing project tracker

By tracking the time spent on each task at every step of your marketing process, be it a social media strategy task, or simple content creation, you can compare completion times between tickets and make necessary adjustments. This provides you with valuable insights that can be used to improve your SLAs and identify bottlenecks. With this information, you can take proactive measures to address issues and improve your overall marketing process.

Marketing process ownership and control

We allow for varied levels of ownership, that fit your team's exact needs.

Whether you prefer a single owner responsible for the overall management of a particular client's account, or multiple owners assigned to specific steps in the go-to-market strategy process, our app can accommodate your needs. Either way, you can ensure that there is clear responsibility and accountability for the tasks at hand.

Marketing task templates and details

This may sound like a menial thing, but having the ability to break down a task, and then assign those subtasks to the right person, having it tied to a particular workstep, and linking it to another task, makes it a mini-project in it itself. Experiment with the right mix, and find your own unique way of doing things. Then, just save it as a template, so you don't have to repeat the same thing all over again.

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SLP Schools

Running one not-for-profit (and managing the associated volunteers and volunteer tasks) is hard enough. It's twice as hard when you're running two not-for-profits, each with different staff teams, and completely different sets of tasks.While Slack has helped us to a great degree, a missing piece has been Workstreams. Workstreams syncs perfectly with Slack, and has allowed us to easily keep track of who is responsible for what, and when, and how it needs to be completed.

Dr. Monroe Mann, PhD, Esq, MBA
Director at and Intertect.Agency
Smart Oak Projects

At NeuroN Foundation, we use to schedule our tasks. This software is integrated perfectly with Slack.Taskboards laid out in showcase our organizational structure. With one taskboard per team, the leaders can create individual tasks which are then assigned to appropriate team members. allows the coordinators of each department to monitor everything that goes on the foundation in real time. They can check for delays or establish whether someone requires assistance in a particular area.To sum up, is a great tool and a perfect fit for the kind of goals we set at our foundation. It allows us to properly organize the remote style of work of our volunteers and manage their tasks.

NeuroN Foundation
Fundação NeuroN

Our accountancy practice transitioned from physical whiteboards to when the pandemic forced us to adopt a remote-working setup. What started with a few simple task boards expanded to over 10 detailed boards, effectively covering all our practice’s workflows.

Gina Epps
Director Chartered Accountant
Hanley & Co.

The task chat feature is a game changer, all chat conversation about any job, logged all in the one place

Stephanie Courch
Lead Event Producer

Using is a dream, it’s so customisable for different teams and project type and a specific team’s needs.

Jackie Tally
Resourcing Manager

It's been so empowering to be able to introduce my team to such a versatile and intuitive approach to Kanban planning. I had just started Slack and I was delighted to find, with its seamless integration and complementary handling of task management. Given our focus on the pandemic, our research team is now doubling in size and I look forward to managing the change through

Hillel Gray
Assistant Teaching Professor, Miami University

E-mail task delegation and follow-ups are in the past for our team, thanks to Thanks to their perfect sync with Slack our scope of work is neatly done right where we communicate.

Andrej Mindov
Founder and CEO at Identity

What my team and I appreciate is that it's really easy to use. It has helped me become better organized in figuring out what I need to work on every day.

Jane Johnson
Research assistant professor at ATSU
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