Agency OS
At-a-glance view of all client information
Track client payments, performance, and engagement in one customizable dashboard. Real-time insights without switching platforms.
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Track client payments, performance, and engagement in one customizable dashboard. Real-time insights without switching platforms.
Get a complete, real-time view of each client. Check on payments, performance, engagement, risk, and more in one streamlined, customizable dashboard. No need to switch between multiple platforms.
Client info lives in too many places: your inbox, spreadsheets, CRMs, proposal tools, and marketing tools. It’s a constant back-and-forth to answer even the simplest questions in a client meeting.
Client Summary helps agencies bring all client context into a single, always-accessible view. From contact details and activity history to performance across every marketing channel, your team stays aligned and ready to act.
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No more Slack pings or scattered documents. Use the Notes & Docs section to centralize important updates and reference materials.
How This Helps
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Easily activate or deactivate marketing apps like Listings, Social, Reviews, and SEO Tracking based on each client’s needs or plan.
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Client Summary also brings billing into the fold, so you can manage financials and follow-ups on specific clients without switching tools.
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See all invoices linked to a client in one view. Track payment status and due dates for that specific client.
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Keep billing aligned with service usage and performance and streamline finance workflows for your ops team.
Stop juggling tools, digging through emails, or missing red flags. Synup OS transforms scattered client info into a strategic asset - one you can act on, scale with, and grow revenue from.
Sydekick handles listings, reviews, social, SEO, and more — so your team can focus on strategy. See it work on your business in minutes.