Sound familiar?
Proposals are copy-pasted
Every proposal starts from last month's deck. Pricing, scope, and terms drift, and nobody's sure which version the client signed.
Retainers and projects are tracked apart
The monthly retainer lives in one place and the project work in another, so the real value of the client relationship is hard to see.
Client work is scattered
Briefs, approvals, and feedback are spread across email, Slack, and shared drives. When an account manager leaves, the context goes with them.
How Coeffection fits
One CRM you shape to the way you actually work.
Retainers and projects together
Products can be monthly, annual, or one-time, so a single proposal carries the retainer, the launch project, and any add-ons, with recurring revenue reported on its own.
Pipelines that fit your agency
Build stages for new business, scoping, active work, and renewal. Each client can move through more than one pipeline at the same time.
The client conversation in one place
Emails, meetings, call notes, and files stay on the client record, and a client portal can share status and documents with them.
Signed proposals become invoices
Clients e-sign the proposal, and it becomes an invoice in QuickBooks Online or NetSuite with no retyping.
See it in action
Your work, set up the way you already run it.
Real screens from Coeffection, set up for a business like yours. The company and customers are made up; the product is not.
Swipe to see the whole screen.
Swipe to see the whole screen.
Integrations
Works with the tools you already use.
Approvals and alerts in Slack
- Google Drive
Briefs and assets on the client
Contacts sync to your audiences
Meeting notes on the client record
Frequently asked
Is Coeffection a project management tool?
Coeffection includes tasks and projects, but it's built around the client relationship and the money: proposals, retainers, approvals, and invoicing. Many agencies keep their PM tool for production work.
Can one proposal include a retainer and a project?
Yes. Each product can be one-time, monthly, or annual, so the retainer and the project are sold together.
Can clients see their own documents?
Yes. The client portal gives a client secure access to shared files and status without logging into your CRM.
Does it connect to QuickBooks?
Yes. Coeffection connects to QuickBooks Online and NetSuite, and signed proposals become invoices there.