Design the operating model behind the agency, manage the complete client lifecycle, build and onboard teams, run every engagement and control capacity, payroll, invoices, margins and cash flow from one connected system. AI agents work inside the same operational context.
Reviewing pipeline, capacity and margin
Client pipeline synchronized
Done2 capacity conflicts need attention
In progressMargin forecast ready
NextCollty connects the agency processes that usually break across CRM, forms, proposals, task managers, staffing sheets, chats and finance tools. Model how the agency works, manage each client from first contact to payment, reuse and evolve teams, run the delivery portfolio and improve the whole operating model from live evidence.
Collty connects the agency operating model, clients, teams, delivery and economics without flattening them into one generic task board. Each role sees the right scope while every process remains linked to the evidence that produced it.
Use Business Architect to map lead-to-cash, client delivery, staffing, finance, quality and knowledge processes for the agency’s real services and maturity. Assign owners, teams, controls, KPIs and improvement cycles before activating the work.
Business Architect · process architecture · standards-aware assuranceKeep CRM context, contacts and billing details connected to briefs, meetings, proposals, projects, approvals, invoices and follow-up. Client data is reused instead of being re-entered at every commercial step.
CRM · Brief Master · Proposal Builder · receivablesCreate reusable internal, external and hybrid teams, combine them without duplicating the source teams and match people to real responsibilities. Collty supports role-aware onboarding, availability, workload, expertise and team-quality analysis.
Team Canvas · Team Intelligence · AI onboardingPlan engagements with Project Architect, activate ready-to-run work and manage tasks, files, meetings, dependencies, approvals and client-safe communication across every active project from one portfolio view.
Project Architect · Project Workspace · portfolio controlSee company, project, team and specialist economics without mixing client revenue, agency margin, salaries or supplier invoices. Track P&L, cash flow, payroll, receivables, payables, utilization, runway and forecast variance.
Finance Intelligence · P&L · cash flow · margin · forecastsCreate role-specific agents for research, production and recurring control. They use authorized process, client, project and team context, produce reviewable work and surface operational risks while people retain approval authority.
Agent Center · task delegation · bounded automationThese workflows connect growth, delivery, people and finance while the agency retains client ownership, professional judgement and approval authority.
Map the agency’s management, client, delivery, staffing, finance and improvement processes around its industry, business model and stage.
Keep the relationship, brief, proposal, project, approvals and accounts receivable attached to one customer context from the first contact onward.
Connect employees, external specialists and AI agents to reusable teams, then adapt responsibilities, access and onboarding to each engagement.
Coordinate roadmaps, tasks, dependencies, files, meetings, agents, approvals and client communication across the active project portfolio.
Separate client revenue, agency margin, payroll and supplier cost, then consolidate them into role-aware P&L, cash and forecast views.
Use delivery, team, client and finance signals to find recurring friction, capability gaps, process risks and the next useful automation.
Each step adds useful context to the next. Nothing depends on starting with a perfect process or manually rebuilding the same project data.
Model recurring processes, ownership, controls and metrics around the agency’s real business model.
Bring CRM context, reusable teams, specialists and AI agents into the processes they support.
Keep briefs, proposals, projects, approvals, billing and payments connected to the same evidence.
Use delivery, people and financial signals to update capacity, process controls and forecasts early.
Each product surface has a focused job, but they share the same authorized client, process, project, team and financial context.
Designs the agency process architecture, ownership, controls and improvement model.
Connects customer records, briefs, proposals, projects, billing and follow-up.
Builds reusable teams and evaluates expertise, capacity, fit and collaboration.
Runs delivery and bounded AI work from the approved operating context.
Connects P&L, cash, payroll, invoices, margins and forecasts by operating scope.
Keeps client, team, specialist and owner views inside explicit permission boundaries.
The selected project, authorized files, delegated tasks, saved operating rules and approval boundary form the agent's working context. Collty connects that evidence before model execution, then keeps results reviewable and attached to the work that produced them.
Design the processes, connect clients and teams, run delivery and improve the agency’s economics from the same live operational evidence.