The whole agency, on one login
TL Ops is the complete workspace — clients, the content pipeline, approvals, invoicing, the team and client reporting, all the same set of records. It replaces the CRM nobody updates, the deliverables spreadsheet, the approvals chat thread and the separate invoicing app.
14-day full-access trial · no card · TL Invoices sold separately
Clients
5 clients- ZZenith RetailActive
- BBloom & CoActive
- KKavya InteriorsActive
- MMetro RealtyActive
- SSpice Route FoodsLead
What it does
One record per client
Contact, retainer value, the handles you manage, monthly targets, relationship status and a running activity log — so an account's history survives someone leaving. Global ⌘K search jumps straight to a client, their content or their invoices.
Work that ranks itself
The content pipeline computes each item's priority live from how much approved content a client has left in the bank — not from whoever emailed last. "My work" hands each person their next few items within a daily focus cap.
Approvals with a paper trail
Content passes an internal check, then the client's own approval in their portal — each step logged with who and when. Clients only ever see their own content, approvals and invoices.
Finance and team, same bill
GST-ready invoices and a paid/unpaid ledger that posts income to Accounts, plus attendance, leave and a capacity view — one login, roles that keep employees out of finance and clients out of everything internal.
How it works
- 1Add a client and the handles you run for them.
- 2Brief content; the pipeline ranks it by the client's remaining runway.
- 3Your team clears its capped daily queue; a reviewer signs each item off.
- 4The client approves in their portal; every decision is logged.
- 5Raise the invoice; mark it paid and the income lands in Accounts.
Common questions
Is this a CRM?
It has a focused client directory, not a sales CRM — no lead scoring, pipelines or email sequences. Keep your CRM for winning work; TL Ops runs everything after someone becomes a client.
Do we have to move everything at once?
No. Most teams start with clients + the content pipeline, then bring invoicing and attendance across once the workflow settles. There's a 14-day full-access trial with no card.
How is it different from TL Invoices?
TL Invoices is just the billing half, sold on its own. TL Ops is the whole workspace — content, projects, approvals, team and reporting on top of the same invoicing.
Run your whole agency in one place
14-day full-access trial, no card. Everything is one login and one bill — add or drop capabilities by changing plan, and your data comes with you.
