Clients, retainers and delivery, together.
Win the work, run it on boards made for how each service is delivered, keep clients in the loop, and bill it, without five tools stitched together.
Your tools don’t talk to each other.
Sold in one tool, delivered in another
What was promised in the proposal gets lost on the way to the project.
Briefs stuck in email
Chasing logos, logins and copy across long email threads.
Where did the hours go?
Retainers quietly go over because nobody can see the time.
A board for each service.
SEO, websites, ads and social all run differently. Give each its own board and stages.
- Boards with their own columns
- Templates for repeat work like monthly reporting
- Time tracked against each client and project
Briefs that fill themselves in.
Send clients a form for the brief, assets and logins. When it’s answered, the project moves on by itself.
- Private link, no login for the client
- Uploads land on the project
- Automatically move the project when it’s done
Clients in the loop, only where you want them.
Invite clients into a channel as guests. They see that conversation, and nothing else.
- Separate internal and client conversations
- Files and approvals kept with the project
- Booking links for check-in calls
Everything, for £19.99 a month.
Unlimited users and every feature. No tiers, nothing to upgrade to.
Questions,
answered.
Anything else, ask, a real person replies.
Can we run several agencies or brands?
Yes. Each is its own business in Doodali, with its own clients and team, and you can see them all together. £19.99 a month each.
Can clients see their project?
They can join a client channel as guests, fill in forms you send and book calls. They never see internal chat or other clients.
Does it do retainers?
Yes. Set up retainers and recurring work, track time against them, and invoice from Doodali with Xero sync.
We capture leads from Facebook for clients, does that work?
Yes. Connect a Facebook Page and lead ad answers arrive in the inbox as enquiries within seconds.
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.