Win clients. Deliver the work. Bill every hour.
For small marketing, social media and design agencies: new business, client work and retainers in one place, not six tools.
Great work. Leaky admin.
Too many tools
A CRM, a task tool, a time tracker, e-signatures and invoicing, all billed per seat.
Hours never billed
Extra rounds of changes that nobody tracked or charged for.
Retainers by hand
Monthly invoices for every client, raised from a spreadsheet.
Every lead and proposal followed up.
Enquiries and referrals become deals in your pipeline with a value and a follow-up date. When they say yes, send the contract for e-signature.
- A pipeline of every opportunity
- Contracts from your own templates
- Discovery calls booked from your free times
Client work on boards, time tracked.
Each client’s work moves across a board with tasks, files and due dates, and the team tracks time against it, so you know which clients really pay.
- Boards, tasks and time tracking
- Briefs collected by form
- Your team’s logins in the Passwords app
Retainers invoiced for you.
Monthly retainers are tracked as recurring income, with invoices drafted each month and a Pay online button. Invoices sync to Xero.
- What your retainers are worth a year
- Card payments through your own Stripe
- Clients see invoices and messages in the Customer Hub
Everything, for £19.99 a month.
Unlimited users and every feature. No tiers, nothing to upgrade to.
Doodali for other businesses
Questions,
answered.
Anything else, ask, a real person replies.
Does it schedule social posts or run ads?
No. Keep your scheduling and ads tools. Doodali runs the agency itself: new business, client work, time, contracts and invoices.
Can clients see their work?
You can invite clients into a client channel to share updates and files, and the Customer Hub shows them their invoices and messages. Internal notes stay private.
Is it per seat?
No. Unlimited users are included, so adding a freelancer or a new hire costs nothing extra.
How much does it cost?
£19.99 a month plus VAT, with unlimited users, so an agency of fifteen costs the same as a team of one. Every feature is included, and there’s a 14-day free trial with no card needed.
Run the agency from one place.
Bring one business across and see how it feels. If it isn’t better than what you have now, nothing’s lost.