Sales handovers miss crucial context
Delivery teams have to rediscover what was promised to the client and why.
Marketing agencies
Deliver brilliant work without the backstage chaos.
New enquiries stay visible, approved work becomes an actionable project, and the team can track ownership, time and materials without jumping between disconnected systems.
SOLUTION FORMarketing agencies
CRM
Leads
Projects
Work Management
Boards
Everything stays connectedOne shared workspace
The problem is not a lack of apps.
It is that they do not talk to each other.
Work is scattered
Tasks, comments, deadlines and assets live across several different tools.
Profitability becomes clear too late
Time and billing are addressed manually or only after the work is complete.
One process from first step to final outcome.
Capture the brief
Leads and CRM preserve the enquiry and its commercial context.
CRMPlan
Projects turn an agreement into clear ownership and deadlines.
ProjectsDeliver
Work and boards keep the team moving in a shared daily rhythm.
Work ManagementInvoice
Finance picks up directly from completed client work.
FinanceA connected toolkit for marketing agencies.
Sales & Finance
CRM
Keep customers, active deals and sales activity together in one live view.
Sales & FinanceLeads
Collect enquiries from your forms and move them into a clear, structured sales process.
Work & CollaborationProjects
Organise and track project work in a dedicated space that stays connected to the rest of your business.
Work & CollaborationWork Management
Bring tasks, incoming requests, help desk tickets and time tracking together.
Work & CollaborationBoards
Organise work into clear boards, columns and cards.
Online BusinessWebsites
Build a modern business website and manage all its content in one place.
Content & DataFiles
Manage files and media in one shared library available across your workspace.
AI & AutomationTAKERES AI
Handle supported tasks through conversation, with every important action approved by you first.
Sales & FinanceFinance
Track sales and purchase documents, expenses, transactions and due dates without spreadsheets.
Work & CollaborationMessages
Start conversations, send messages and respond within a single workspace.
Value you can see in everyday operations.
Bring sales, projects, tasks, time, knowledge and billing into one workspace.
Smoother project handovers
Fewer status meetings
Stronger billing records
Yes, it all works together!
Start for free and see how much manual data entry and information chasing you can eliminate.