Solution

One place to run the whole agency

Most small agencies run on a stack of half-used tools: a CRM nobody updates, a spreadsheet of deliverables, a chat thread of approvals, and invoicing in a separate app. ThodaLogic Ops replaces that stack with one workspace where a client, their content, their approvals and their invoices are all the same record.

app.thodalogic.com/dashboard

Clients

5 clients
  • ZZenith Retail
    Active
  • BBloom & Co
    Active
  • KKavya Interiors
    Active
  • MMetro Realty
    Active
  • SSpice Route Foods
    Lead

How it works

  1. 1Add a client and the handles you run for them.
  2. 2Brief content; the pipeline ranks it by the client's remaining runway.
  3. 3Your team works its capped daily queue; an internal reviewer clears each item.
  4. 4The client approves in their portal; every decision is logged.
  5. 5Raise the invoice; mark it paid and the income lands in Accounts.

What you get

Every client on one card

Contact person, retainer value, the social handles you manage, monthly reel/graphic targets, relationship status and a running activity log — so the account history survives someone leaving the team. Global ⌘K search jumps from anywhere 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 each client has left in the bank — not from whoever emailed last. "My work" gives each person their next few items within a daily focus cap, so the queue is a plan, not a wall.

Approvals with a paper trail

Content moves through an internal check and 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; never your internal client list or notes.

Finance and team, same login

GST-ready invoices with payment terms, an unpaid/paid ledger that posts income to Accounts, plus attendance and leave for the team — one bill, one place, roles that keep employees out of finance and clients out of everything internal.

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; ThodaLogic 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 is settled. There's a 14-day full-access trial with no card.

Can clients log in?

Yes — each client gets a portal scoped to only their content, approvals and invoices.

Explore more

Run your whole agency in one place

Clients, content, approvals, invoicing, team and client reporting — one login, one bill.

Support
Agency Management Software for Small & Growing Teams · ThodaLogic Ops