Agencies
More creating, less chasing
Branding, creative, marketing or digital — connect pipeline, contracts, projects, resources and margin in one flow.
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Common challenges
What slows firms like yours down
- Feedback across too many channels
- Messy file versions
- Unmeasured scope creep
- Overloaded creative teams
- Finding out about losses after the project ends
How onfirm helps
One operating flow for the whole firm
Clients approve on the file
A client portal in your brand, with versioned feedback.
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Creative projects
Kanban, milestones, deliverables and approvals — tied to the contract.
To do
Doing
Review
Margin per client
Know which retainers make money and which projects are over budget.
Today
Pipeline
4.2B
Signed
1.8B
Collected
86%
Lead‑to‑Cash
From opportunity to cash, without breaking the chain
A brief becomes a proposal, the proposal becomes a contract, the contract becomes a project — and every client approval is a billable milestone.
See Lead‑to‑Cash- Lead
- Opportunity
- Proposal
- Contract
- Project
- Milestone
- Invoice
- Payment
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.