Client Mgmt AI tools
Reporting, proposals, comms & onboarding for agencies.
ActiveCampaign Review: The CRM + Email Automation Stack for Agencies Serious About Retention
We migrated two client email programs from Mailchimp to ActiveCampaign. Open rates went up 9 points. Unsubscribe rate dropped 40%. The automation capability difference is that significant. Here's the honest breakdown of who ActiveCampaign is actually for.
Make Review: The Visual Automation Platform That Replaces Zapier for Complex Agency Workflows
We migrated 14 agency Zaps to Make over six weeks. 11 rebuilt in Make outperformed the originals in reliability and cost. Here's which workflows Make genuinely wins, which ones to keep in Zapier, and the one scenario type where Make pays for itself in week one.
Notion Review: The Agency Wiki We Always Come Back To
We migrated from Notion to ClickUp, then partially migrated back. Here's the honest breakdown of what Notion does best and what it should never be asked to do.
ClickUp Review: One App for Agency Ops — If You Survive the Setup
We migrated a 22-person agency from Asana + Notion + Toggl + Loom to ClickUp over three months. Here's what worked, what hurt, and what we'd skip next time.