Keep Agency Clients, Opportunities, Tasks, and Communication Connected
Agencies manage multiple accounts, outbound leads, deadlines, billing structures, and creative assignments. Relecca connects the commercial and execution context so your agency runs smoothly.
Target Use Cases
Relecca solves operational issues specific to Agencies workflows:
Quote & Proposal Tracking
Visualize incoming project bids and custom scope approvals.
Log Client Hours
Track task efforts and export sheets for monthly client billing.
Centralized Asset Files
Store agreements, briefs, and deliverables directly inside client folders.
Build your Agencies flow now
Customize pipelines, create intake web forms, and configure roles in minutes.
Interactive Workflow Designer
Customize operational steps and flow order for onboarding or sales processes.
Client Intake
Collect lead background details and web form submissions.
Discovery Call
Review service expectations and set up initial proposal parameters.
AI Feedback Analysis
Analyze customer sentiment on won/lost outcomes to auto-schedule remediation tasks.
Onboarding Handoff
Welcome email sync, team dashboard roles, and kick-off scheduling.