Home
Features
- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

Home
Features
- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

By Iqbal GM / August 13, 2026

Browse all topics

Google & Marketing Tools

2 min read

Google Calendar and Drive, reCAPTCHA on every login, and MailChimp audience sync.

Overview

Beyond payments, the catalog covers the tools agencies tend to already have. Each one is optional — connect only what you use.

What Each One Does

Google Calendar

“Add to Google Calendar” buttons on clients, leads and invoices, with no Google account needed. Connect an account to add due dates and follow-ups automatically.

Connect Google Calendar →

Google Drive

Share files from your own Drive on orders, tickets and work instead of uploading them. Your client opens the order’s folder from their portal.

Share Files with Google Drive →

Google reCAPTCHA

An “I am not a robot” check on every login: yours, your team’s, your remote members’ and your clients’. Add the keys here, then switch it on under Settings → Account Statuses. The same keys add a Captcha field to your forms.

Protect Logins with Google reCAPTCHA →

MailChimp

Keeps your MailChimp audience in step. New clients and leads are added automatically, tagged so you can target them separately. It does not send your email.

Connect MailChimp →

SMTP

Your own mail server. Invoices, notifications and client letters all go over it.

SMTP & Mail Config →

Also in your workspace: send events to other apps with webhooks, give your own tools access with an API key, and connect an AI agent (MCP). You find them under Webhooks & API and AI Connections in the menu.

Coming soon: Google Analytics, Google Tag Manager, Google Data Studio and ActiveCampaign show a “Coming soon” card in Integrations and can’t be connected yet.

Tips & Best Practices

Connect MailChimp from day one. New clients and leads join your audience automatically, so you never have to rebuild the list from your client records later.