Agencies
Client briefs, approvals and invoices in one place, with calls answered while the team is in a meeting.
For marketing, design, event and staffing agencies of 20 to 200 people who live on WhatsApp with clients.
Srinivas Reddy
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Three workflows, end to end
1. New business enquiry
A prospect calls while the team is presenting. Mivo captures the company, the need and the timeline, and books a discovery call on the founder's calendar. The enquiry lands on the new-business pipeline with the summary.
2. Client work as tickets
Each client request from WhatsApp becomes a ticket in the client's queue with an owner and a due date. Account managers see the week by client; the founder sees overdue items across all clients.
3. Monthly invoicing
Retainers and project invoices are generated with GST, sent on WhatsApp and email, and collected on UPI or NEFT. Outstanding by client is on the dashboard, with the last reminder date.
What the template sets up
A new-business pipeline (Enquiry, Discovery, Proposal, Won, Lost), ticket types for creative, revisions and approvals, departments per practice, appointment types for discovery and review calls, and FAQ starters about services and working hours.