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.
1. Win the Client with CRM & Deals
- Drag-and-drop pipeline with custom stages
- Organization profiles with health scoring
- Notes, tags, and activity history
- Convert leads to clients with one click
2. Launch Projects & Budgets
- Project templates for common workflows
- Budget tracking with burn rate alerts
- Milestone-based progress tracking
- Client visibility through the portal
3. Assign & Execute Tasks
- Kanban boards with drag-and-drop
- Labels, priorities, due dates, assignees
- Subtasks and checklists
- Comments and file attachments per task
4. Real-Time Team & Client Chat
- Project channels auto-created per project
- Direct messages for 1:1 conversations
- Internal-only notes invisible to clients
- File sharing, reactions, and rich text
5. Automate Repetitive Work
- Trigger → Condition → Action visual builder
- Auto-assign tasks, send emails, update statuses
- Invoice reminders and follow-up sequences
- Pre-built templates for common automations
6. Invoicing & Stripe Payments
- One-time and recurring invoices
- Stripe Connect payment processing
- Automated payment reminders
- Revenue tracking and overdue alerts
7. Real-Time Reports & Metrics
- Revenue and profitability dashboards
- Team workload and utilization charts
- Client health scoring
- Exportable reports for presentations
Personalized Demo Experience
- Personalized to your agency type and size
- See your specific use case in action
- Q&A with our product team
- No commitment required
Loved by 500+ Agencies Worldwide
Here's how Eidoncore replaces the tool stack for real agencies, every single day.
We replaced Trello, HubSpot, and QuickBooks with just Eidoncore. Having our project budgets, client CRM, and invoicing connected in one platform saved us 15+ hours every week and eliminated all context switching.
Switching from Asana, Mailchimp, and Harvest felt risky, but Eidoncore paid for itself in a month. Client reporting is now fully automated and our billing errors dropped to zero.
We were paying for Monday, Zendesk, and Xero separately and none of it talked to each other. Now every ticket, task, and invoice lives in one place - onboarding new hires takes a day, not a week.
Our team stopped fighting ClickUp, Pipedrive, and FreshBooks entirely. Eidoncore gave every project a live budget, so scope creep gets caught before it costs us money, not after.
Notion, Close, and Wave were three logins we opened every morning. Now it's one dashboard, and clients get real-time visibility into their own projects without asking us for updates.
