See Eidoncore in action
Walk through the complete agency workflow — from winning a client to delivering the project and getting paid. No signup required.
7 steps, one workflow
1. Win the client
CRM pipeline tracks leads to close.
2. Create the project
Templates, budgets, milestones.
3. Assign tasks
Kanban boards, priorities, deadlines.
4. Collaborate
Messaging, files, internal notes.
5. Automate
Triggers, conditions, actions.
6. Invoice & get paid
Recurring, manual, Stripe.
7. Report & grow
Revenue, health, utilization.
Win the client with your CRM
Every client journey starts in the CRM. Track leads through customizable pipeline stages — from initial inquiry to signed contract.
- Drag-and-drop pipeline with custom stages
- Organization profiles with health scoring
- Notes, tags, and activity history
- Convert leads to clients with one click
Create the project
Once the client signs, spin up a project in seconds. Set budgets, deadlines, and assign team members. Use templates for repeatable project types.
- Project templates for common workflows
- Budget tracking with burn rate alerts
- Milestone-based progress tracking
- Client visibility through the portal
Break it into tasks
Every project becomes a set of actionable tasks. Use Kanban boards or list views to organize, prioritize, and track progress.
- Kanban boards with drag-and-drop
- Labels, priorities, due dates, assignees
- Subtasks and checklists
- Comments and file attachments per task
Collaborate in real-time
No more juggling Slack, email, and WhatsApp. Eidoncore's built-in messaging keeps everything in context — alongside the project it belongs to.
- Project channels auto-created per project
- Direct messages for 1:1 conversations
- Internal-only notes invisible to clients
- File sharing, reactions, and rich text
Automate the busy work
Set up rules that run automatically. When a task is completed, notify the client. When a project is created, assign the default team. No code required.
- Trigger → Condition → Action visual builder
- Auto-assign tasks, send emails, update statuses
- Invoice reminders and follow-up sequences
- Pre-built templates for common automations
Invoice and get paid
Generate invoices from projects, send them through the portal, and collect payment via Stripe. Set up recurring invoices for retainer clients.
- One-time and recurring invoices
- Stripe Connect payment processing
- Automated payment reminders
- Revenue tracking and overdue alerts
Report, analyze, and grow
See the big picture. Revenue trends, project health, team utilization, and client satisfaction — all in one dashboard.
- Revenue and profitability dashboards
- Team workload and utilization charts
- Client health scoring
- Exportable reports for presentations
Want a personal walkthrough?
Schedule a 30-minute live demo with our team. We'll walk you through the features that matter most to your agency and answer every question.
- Personalized to your agency type and size
- See your specific use case in action
- Q&A with our product team
- No commitment required
"The demo showed me workflows I hadn't even considered. Within a week we had our entire agency running on Eidoncore."
Dive deeper
Ready to try it yourself?
Start your 14-day free PRO trial. No credit card required.