10 apps, one login, one bill. Invoicing, payslips and expenses are live.
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Ask me what the platform does, what it costs, or how a part of it works. I answer from the published guides and the current plans, and I say so when something is not in them.
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Written by an assistant. Nothing here is a quote or a contract.
Solutions for agencies
A CRM for agencies has to do more than track the pitch. Once the client signs, the same record should carry the project, the retainer invoice and the brand work. ExecCortex puts the CRM, Projects, Invoicing and Marketing on one login and one set of client records, so nobody keeps a second copy of the client in a spreadsheet.
Each app is switched on by itself. A small studio can start with the CRM and Projects and add Marketing when it takes on social or search work.
What you switch on: Customer Relationship Management, Project Management System, Invoicing Management System and Marketing Management.
Each job, the app that handles it, and the screens you will use, named as they appear on the menu.
Enquiries arrive in Leads, each opportunity is a deal on a pipeline, and the proposal is written against the deal so the pipeline shows what is out.
Customer Relationship Management: Leads, Deals, Quotes and Proposals
A pitch is a Pursuit with its own documents and brief. When you win it, convert it into a project and the bid files stay linked rather than copied.
Project Management System: Pursuits
Each client project has boards with five views over the same cards, sprints and milestones, and Resource Capacity shows who is free and who is overloaded.
Project Management System: Board, Sprints, Resource Capacity
Set up a brand per client with its logos, colours and tone of voice. Most marketing screens are scoped to the brand chosen at the top, end to end.
Marketing Management: Brands, Brand Kit, Content Studio, Calendar
Plan and publish posts, answer messages in one inbox, watch reviews, and run a site audit and rank tracking for the client site.
Marketing Management: Posts, Inbox, Reviews, Site Audit, Rank Tracking
A Recurring rule raises the monthly retainer, and Bill time turns hours logged on a project into a draft invoice for the work outside it.
Invoicing Management System: Recurring, Invoices, Pay Links
Worth knowing before you start, so nothing here surprises you later.
Step by step guides: how to use Customer Relationship Management, how to use Project Management System, how to use Invoicing Management System, how to use Marketing Management, how to use Human Resource Management.
Prices are per workspace and read live from the platform. Switch on only the apps you need.
Together: $34 per month per workspace.
Worth adding later: Human Resource Management.
Every workspace starts on the free plan, with no card required. See every plan and price.
Yes. Each client has its own projects and its own brand in Marketing, and roles decide which staff see which records. A client that must never share a space with anyone can have its own workspace, billed on its own.
No. The AI drafts and a person approves, and the app never pauses a campaign or changes an ad budget. Those happen in the ad network.
Yes. A Recurring rule in Invoicing raises the same invoice every month. It creates the document; it does not move money by itself.
No. Each app is switched on by itself and priced per workspace. Most agencies start with the CRM and Projects.
Resource Capacity in Projects shows who is free and who is overloaded over a window you pick, and explains how each number is worked out.
The same apps, put together for the work a particular kind of business does every day.
Enquiries, proposals, engagements, logged hours and invoices on one client record.
Create a workspace, invite your team and import your first leads, all on the free plan.
