Runs the delivery side of an agency: the brief, the work, the approval and the freelancer, on one client record.

What's inside

• Deliverables — the actual work, as tasks, so it shows up in My Tasks, agenda and workload. Each one carries a round number, an hours estimate, and an approval state that is separate from its internal status
• Briefs — scope per piece of work, with budget hours and who signed it off, linked to the client
• Clients — one record per client, with retainer hours sold and a health flag
• Freelancers — discipline, day rate and availability, linked to the deliverables they are booked on
• Dashboards — hours committed, approvals waiting on the client, average rounds, retainer hours sold, client health

Why the approval is its own column: a deliverable can be In progress internally and Changes requested by the client at the same time. Keeping the two apart is what stops a board from quietly overstating how much is really moving — six items in progress where two are actually waiting on a client is the most common way a small agency's board lies.

No module required, so it installs into any workspace. Pairs with Agency CRM, which covers the other half — new business, deals and retainers.