Every Feature Inside The Snapshot
From client onboarding to white-label reporting — every workflow tuned for marketing agencies and freelancers, included in the one-time $997.
Two-Way SMS
Text clients and their leads from one branded inbox, with consent capture and STOP handling built in. Faster replies, higher show rates, fully compliant.
AI Content Pipeline
Draft to internal review to client approval to schedule, with AI first drafts. Ship more content with fewer bottlenecks and zero approval chaos.
Client Onboarding
Turn a signed contract into a fully provisioned client in minutes. Intake form fires portal setup, kickoff sequence, and welcome — no manual setup.
Client Portal
One branded login where clients see reports, deliverables, requests, and invoices. Less back-and-forth, fewer status emails, a more premium agency.
Client Renewal Flow
Renewal reminders and check-ins fire before contracts expire, so you cut churn and re-sign clients on purpose instead of losing them by surprise.
Deliverables Tracker
Clients see what's shipped versus in progress in real time. Kills the 'where are we?' email and makes your agency feel transparent and on top of it.
Lead Attribution
Track which campaign and source drove every lead, so you can prove ROI to clients instead of arguing about it. Source data on every contact, automatically.
Retainer Billing Automation
Recurring invoices, auto-charge, and dunning for failed cards. No lapsed retainers, no awkward payment chasing, no revenue quietly leaking out.
Project Management
Pipelines and tasks per engagement with stages, due dates, and owner assignment. Run delivery inside the same system as billing and reporting.
Referral Engine
Happy clients refer the next client. Tracked referral links plus automatic thank-you flows turn satisfaction into a steady, measurable pipeline.
Review Collection
Turn client wins into Google and Clutch reviews at the right moment, and route unhappy feedback privately. More social proof, fewer public surprises.
White-Label Reporting
Branded performance reports built and emailed on schedule — weekly or monthly. Stop spending Friday in spreadsheets. Prove ROI on autopilot.