Ship client work on time and get approvals on record

Manage client projects on kanban boards, collect creative approvals through secure links, keep briefs and deliverables together, and track retainers and renewals.

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What gets in the way

“Who approved this version?”
Team workload invisible until deadlines slip
Domain and tool renewals forgotten

A typical flow in Coopernut

Brief arrives through a work-request form

Task created and assigned automatically

Design sent for client approval

Approval completes and the next task starts

Monthly retainer invoiced

Switched on for you

The modules a digital agency workspace starts with.

Customers & Contacts

One record per customer, everything linked

CRM & Sales Pipeline

Leads, opportunities and follow-ups

Quotations & Estimates

Branded quotes, approvals and conversions

Invoices & Payments

Invoices, partial payments, reminders

Projects & Tasks

Kanban, calendar, timeline, checklists

Expense Management

Receipts, categories, approvals

Documents

Private storage, folders, versions

Approvals

Internal and client approvals with audit trail

Forms & Requests

Public forms that create leads and tasks

Renewals & Reminders

Contracts, licences, deadlines

Client Portal

Clients see their own records securely

Workflow Automation

When this happens, do that

Try every feature free for 7 days

No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.

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