Unobits for your industry
Unobits for agencies
Clients moving from lead to pitch to retained, projects that read as campaigns with deliverables, services and rates, and the timer types an agency uses.
For marketing, creative and digital agencies, Unobits starts with clients, campaigns and deliverables, priced by rate.
| In Unobits | In an agency workspace |
|---|---|
| CRM | Clients, moving Lead → Pitch → Proposal → Retained, or Lapsed |
| Projects | Campaigns, whose tasks are Deliverables |
| Inventory | Services, priced at a Rate |
| Timer types | Deep Work, Client Call, Admin, Break |
| In front | Timeline, CRM, Ads, Reports, Finance |
How an engagement runs#
Win the client in CRM, run the work as a Campaign with Deliverables, track time by timer type, and invoice it from Finance. See From lead to paying customer and Time tracking.