See Eidoncore in action
Walk through the complete agency workflow — from winning a client to delivering the project and getting paid. No signup required.
Overview
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.
- Drag-and-drop pipeline with custom stages
- Organization profiles with health scoring
- Notes, tags, and activity history
- Convert leads to clients with one click
LeadAcme Corp
StageProposal Sent
Value
HealthHealthy
- Project templates for common workflows
- Budget tracking with burn rate alerts
- Milestone-based progress tracking
- Client visibility through the portal
ProjectAcme Rebrand
Budget
Deadline
Team4 members
- Kanban boards with drag-and-drop
- Labels, priorities, due dates, assignees
- Subtasks and checklists
- Comments and file attachments per task
To Do3 tasks
In Progress5 tasks
Review2 tasks
Done8 tasks
- Project channels auto-created per project
- Direct messages for 1:1 conversations
- Internal-only notes invisible to clients
- File sharing, reactions, and rich text
#acme-rebrand3 new
#internalPrivate
DM: Sarah K.
Files
- Trigger → Condition → Action visual builder
- Auto-assign tasks, send emails, update statuses
- Invoice reminders and follow-up sequences
- Pre-built templates for common automations
WhenTask Completed
IfClient-Visible
ThenNotify Client
AndUpdate Status
- One-time and recurring invoices
- Stripe Connect payment processing
- Automated payment reminders
- Revenue tracking and overdue alerts
INV-0042Paid
INV-0043Pending
Amount
Method
- Revenue and profitability dashboards
- Team workload and utilization charts
- Client health scoring
- Exportable reports for presentations
MRR
Active Projects
Team Utilization
Avg HealthHealthy
- Personalized to your agency type and size
- See your specific use case in action
- Q&A with our product team
- No commitment required
Duration
Format
CostFree
"
"The demo showed me workflows I hadn't even considered. Within a week we had our entire agency running on Eidoncore."
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