Information organised by client and project
An agency works with briefs, references, materials and reviews that evolve throughout a project. AI-assisted search can help find approved versions and show their source. Preparation defines the sources, their owners and who may access them.
Follow up enquiries without duplicating work
Integrations can collect enquiries from forms or email, prepare CRM records and notify the owner. The design distinguishes contacts from enquiries and allows classifications to be corrected before they inform a sales decision.
Build around available tools
The proposal starts with the agency’s existing software and actual integration options. It may include automation or a custom application when the team needs an interface to review and coordinate work. Documentation, tests and support are defined for that solution.
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FAQ
How is client information kept separate?
Each document is associated with its client and project, and permissions are checked before retrieval. Tests include users with different access and materials awaiting approval.
Can I discuss a project based on these guides?
Yes. You can explore my services on davidtovar.dev and book a video call. We will review your requirements and the information needed for a proposal.