Every client project, its budget, and the date you promised
Client projects with their leads, budgets and progress, a board for the team, a calendar for deadlines, and clients who can see only their own work.
Less busywork, more of the work itself
Clients see only theirs
Record rules and shared views per client, enforced on the server.
Budgets that add up
Summaries and rollups total budgets and hours per client.
Clients leaving Airtable
Move the bases of each client with the importer and its record-by-record report, or ask us to.
How Agencies and services use it
Every project with its client
- Lead, client, dates, budget and progress
- Group by client
- Filter to at-risk work
Health you can see
- A board by status
- Drag as projects move
- Lead and due date on every card
Every deadline in one calendar
- A calendar by due date
- Spot the crowded weeks
- Reminders by automation
Everything about one project
- Fields, history, comments
- Mentions for the team
- Briefs and contracts attached
Agents that do the busywork, and ask first
Each runs as an agent with its own name and access. With review on, nothing it changes is written until a person accepts it.
Client status updates
Drafts a weekly update per client for the lead to send.
Budget watch
Flags projects whose spend runs ahead of progress.
Questions in chat
Answers "which projects for Kaufmann end this month" in your AI chat.
Start from a base that already works
Ready-made bases for agencies and services, with their tables, fields and views set up. Change anything; it is yours from the first minute.
See the templatesWhat agencies and services ask us
Give your agencies and services a base that keeps up
Start free, or bring the base you already have in Airtable.