The brief lives in three places.
Someone remembers the conversation. Someone else has the document. Delivery starts without the full picture.
Solutions Agencies & StudiosFor agencies & creative studios
Keep client work moving— from first enquiry to final invoice.
A promising enquiry should not disappear between sales and delivery. Keep client context, next steps, deadlines and tracked work in one connected workspace your agency can actually use.
- No card required
- 30 days of Premium included
- Free plan to keep
Real ToolsPad interface Demonstration workspace
One account. A more connected way to work.
21 focused apps
Unlimited human teammates
Free plan limits apply Less scattered workYou have enough to manage.
You have enough to manage.
Keep the moving parts together.
A proposal goes quiet.
When ownership is unclear, a good opportunity can sit without the next follow-up.
The work is done. The hours are not.
Reconstructing time at the end of a project makes billing slower and project reviews less useful.
From the first step
to the next useful outcome.
Start with what matters to agencies & studios. Keep the work and its context in the same workspace.
- 01 Lead Forms
Capture a useful enquiry
Publish or embed a project form with the details you need. Review identified submissions alongside customer context.
Make the next sales step visible
Keep the contact and opportunity in view, with an owner and an explicit follow-up instead of relying on memory.
- 03 Tasks
Give delivery a clear plan
Create the project tasks, assign the team and keep checklists and comments with the work. You decide when delivery begins.
Close the billing loop
Review tracked hours, prepare billing documents and record payment status. Payment collection follows the instructions you put on the invoice.
A working process, not an automatic setup. Choose the apps you need and organise them around your business.
Start focused.
Keep more within reach.
Each app has a clear job. Together, they give agencies & studios room to work without juggling a separate account for every task.
Lead Forms
Collect the brief, budget and contact details before the first conversation.
Explore Lead FormsCRM
Keep client contacts, companies and relationship context together.
Explore CRMOpportunities
See which proposals need a next step and who owns the conversation.
Explore OpportunitiesTasks
Give deliverables an owner, a due date and a checklist.
Explore TasksTime Tracking
Track client work and review billable hours against your projects.
Explore Time TrackingEstimates & Quotes
Present a clear scope and price without another scattered document.
Explore Estimates & QuotesInvoice Maker
Create professional invoices and record their payment status.
Explore Invoice MakerAll included in one account, within your plan’s limits. Use one app today and add another when the work calls for it.
Space for the people behind the workOne business home.
One business home.
Room for your whole team.
Keep the people, apps and records for each business in a dedicated workspace. Bring your teammates into the work without a per-seat bill.
Find the plan that fitsInvite the people who do the work
Every plan, including Free, supports unlimited human teammates. Resource and feature limits still depend on your plan.
Keep separate businesses separate
A workspace is a dedicated home for one business. Switch between your workspaces from the same account.
Keep access intentional
Use workspace roles and app permissions to manage who can see and work with business records.
Your first useful step
Start with one active client.
You do not need to migrate the whole agency to see whether the workflow fits.
Start in CRM. Shape the workspace around your own work.- 01
Add the client and its current opportunity.
- 02
Assign the next three delivery tasks.
- 03
Track the work and prepare your next billing document.
Make a confident
first move.
What agencies & studios should know before getting started.
See pricing and plan limitsIs this for creative, marketing or digital agencies?
It fits small service agencies and studios that coordinate enquiries, proposals, client delivery and billable work. Use your own project names, task stages and notes rather than adopting a fixed agency process.
Does a won opportunity automatically create a project?
Do not assume that. CRM and Opportunities keep customer and sales context connected; your team creates and organises delivery tasks when the engagement is ready. The process shown here includes deliberate human handoffs.
Can I keep separate businesses apart?
Yes. A workspace is a dedicated home for one business, with its own people, apps and records. Switch between the workspaces you belong to without treating every client contact as a separate workspace.
Does ToolsPad replace our ad reporting or creative proofing tools?
No. Use ToolsPad for client-work organisation. It does not promise consolidated advertising-platform reports, social publishing or creative proofing.
Does Invoice Maker collect client payments?
No. Add your payment instructions to the invoice. Clients pay through that method, and your team records payment status in ToolsPad. ToolsPad subscription billing is separate from your client invoices.
Can I start free and bring my team?
Yes. One free account includes all 21 ToolsPad apps within Free plan limits, unlimited human teammates, and 30 days of Premium to explore—no card required. Afterward, continue on Free or choose a paid plan for more capacity and advanced features. See Pricing for current limits.
One account. 21 connected apps.
Start with what matters to you.Discover the rest of ToolsPad.
Client delivery is only one part of agency life. Your account also gives you publishing, feedback, planning and other useful tools when the next job needs them.
Lead Forms
Collect the brief, budget and contact details before the first conversation.
CRM
Keep client contacts, companies and relationship context together.
Opportunities
See which proposals need a next step and who owns the conversation.
Tasks
Give deliverables an owner, a due date and a checklist.
Time Tracking
Track client work and review billable hours against your projects.
Estimates & Quotes
Present a clear scope and price without another scattered document.
Invoice Maker
Create professional invoices and record their payment status.
Notes
Keep ideas, briefs and decisions easy to find.
Whiteboards
Map ideas alongside the work they belong to.
Surveys
Ask better questions. Learn from every response.
Polls
Let your audience help make the next decision.
Landing Pages
Build a focused page around your next offer.
Subscription Tracker
See what renews before you pay again.
Testimonial Collector
Collect customer stories and publish your best proof.
Business Calculators
Work through pricing, margins and business scenarios.
Appointment Scheduling
Let customers choose a time that works.
Smart Links
Route visitors and compare campaign results.
QR Code Generator
Create branded QR codes and review their reach.
Dashboards
Bring useful business signals into one view.
Documents & Media
Find, share and reuse your business files.
Blogs
Give your expertise a place to grow.
More tools. One free account.Scroll to explore, or use the arrows.
A simpler next step
Give your next client project a clearer home.
Start with the enquiry, the next action or today's delivery work. Add the other apps when they help—not all at once.
Create your free account No card required. Start free.
Choose a paid plan only when you need it.
Choose a paid plan only when you need it.