A new lead DMs you on Instagram
It lands in the CRM with the whole chat attached.
Marketing & creative agency software
Pitch, deliver and 
get paid without the spreadsheet chaos.
Leads, proposals, projects and invoices in one workspace, so your agency spends less time chasing and more time doing great work.
Free plan, no card needed. Or book a demo.
New lead from InstagramGlow Skin Co. wants a new siteLeads buried in DMs. Invoice_final_v3.docx. Who is working on what?. Chasing payments on WhatsApp. Who has the latest brief?.
startbuddi puts all of it in one place.
A day with startbuddi
From Instagram DM to paid deposit, before dinner.
The proposal goes out
From your template, with Chip helping on the words.
The client signs online
The signed proposal is saved on their record.
The project kicks off
Tasks and deadlines, created from your template.
The deposit lands
Paid by card or bank transfer. A paid invoice marks the deal won.
That's the whole day.
One workspace, one login, nothing lost between apps.
Start free
What you run on
Everything an agency runs on, in one workspace.
Each part is its own tool elsewhere. Here they share one client record.
01
One inbox for every channel
Instagram DMs, WhatsApp, email and your website chat land in one inbox, on the client's record, so no brief gets lost in someone's phone.
Explore One inbox for every channel
02
Proposals and contracts
Send the proposal or contract for signature from the client's record. They sign online and it's saved with the deal.
Explore Proposals and contracts
03
Projects your team can follow
A won client becomes a project from your template: phases, tasks, owners and due dates your whole team can see.
Explore Projects your team can follow
04
A portal for each client
Give each client a private portal with an onboarding checklist, work to approve, invoices and a safe place to share logins. They sign in with an email link, no password, and on Growth they can call you from the portal chat.
Explore A portal for each client
05
Invoices that get paid
Invoice from the project, take card or bank transfer through Paystack or Stripe, and see who has viewed and who has paid.
Explore Invoices that get paid
06
Social media planner
Plan client or agency posts in one planner, with Chip drafting captions you approve.
Explore Social media planner
07
Video meetings with clients
Clients join calls from a link, with no account or download. From Starter, record the call and let Chip draft the notes, and the action items you confirm become tasks.
More about meetings
08
Reports for each client
Give each client a brand with its own data sources, dashboards and reports. Chip drafts the monthly report from the numbers, and from Growth it can go out on a schedule or into the client's portal.
More about Analytics
09
Start from a template
Start your own site from an agency website template, and build client pages from the free landing page templates.
See agency templatesNot an agency? startbuddi fits the way you work too.
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RecruitmentFAQ
Common questions
Can I start with just one part of startbuddi?
Yes. Most agencies start with the CRM and inbox, or proposals and invoices, and switch on the rest as they need it.
Can clients see their project?
Yes. Share files and updates with a client portal, so they stop asking for status on WhatsApp.
Can I use my own branding?
Yes. Your logo, colours and domain appear on everything clients see, from proposals to invoices.
Can we meet clients and send them monthly reports?
Yes. Clients join video meetings from a link with no account, and from Starter you can record them and let Chip draft the notes. In Analytics each client can have its own brand with dashboards and reports, shared as a PDF, a link or, from Growth, in their portal.
How do clients pay?
By card or bank transfer through Paystack, or internationally through Stripe.
Run your agency from one place.
Leads, proposals, projects and invoices, free to start. Set it up this afternoon.
Or book a demo and we'll set it up with you.