Product

Five modules on one client record

Each module hands its work to the next, so nobody retypes a client's details. Every feature is marked: 26 built, 1 early, 4 planned.

The workspace

Working software, sample data

Good morning, Marnie

Wednesday 21 October. Here is the agency across every client.

Conversion, 90d67%2 won, 1 lost

Pipeline

9 open
  • New3
  • Contacted2
  • Qualified2
  • Proposal sent1
  • Negotiating1

Needs you

8

Client sites

Client siteStatusUptime 24h
Saltbush BakehouseHealthy100%
Kestrel Outdoor SupplySlow99.2%
Lantern Lane BooksDown91.7%
Driftwood Surf SchoolHealthy100%
Pinecrest PhysioHealthy100%

Integrations

5 connected
ServiceStatusLast checked
Google Analytics 4Connectedjust now
Search ConsoleConnectedjust now
MetaConnectedjust now
Google Business ProfileConnectedjust now
KlaviyoNot connected-
Anthropic ClaudeConnectedjust now
The agency across every client. Sample data.

CRM and pipeline

Every lead, contact and client in one record.
FeatureStatus
Leads with stages, owners and value Built
Lead record with contacts, notes and history Built
Agency dashboard across every client Built
Today: next actions due, overdue first Built
Inbox for enquiries from any channel Built
Pipeline reports Built
Drag and drop pipeline board Planned

Proposals and Discovery

Researched proposals your client opens, reads and accepts.
FeatureStatus
Proposals with line items and payment milestones Built
Opened counts and first-open alerts Built
Foundry Discovery reports with client questions Built
PIN-protected client documents Built
Typed acceptance against an exact version Built
Versions, comparison and rollback Built
MUSE drafts a Discovery from researchTested against a stand-in for the model, not yet on a live account. Early
E-signature Planned

Delivery

Engagements, milestones and status reports.
FeatureStatus
Engagements with terms, fees and status Built
Projects with milestones from accepted phases Built
Status reports published to the client Built
Tasks Built
Timeline and resourcing Planned

MUSE marketing

AI drafts your team approves. Nothing posts on its own.
FeatureStatus
Drafts in each client's brand voice Built
Approval queue with edit, schedule and move Built
Content calendar Built
Campaigns Built
Channels: Instagram, Facebook, TikTok inbox handover Built
Autonomy levels and monthly spend caps Built
Social inbox, insights, KOL and PR Planned

Website health

Know a client's site is down before they do.
FeatureStatus
Uptime and response time checks Built
TLS certificate expiry warnings Built
Health on the agency dashboard Built
Free public website health checkOn kervol.com, for any website. Built

Integrations

Connected per agency, to your own accounts
ServiceStatus
Google Analytics 4 Built
Search Console Built
Google Business Profile Built
Google Ads Built
Gmail and Calendar Built
Google Sheets Built
Meta and Meta Ads Built
WhatsApp Built
Klaviyo Built
Semrush Built
TikTok Built
Anthropic Claude Built
Xero Planned
Stripe Planned
LinkedIn Planned
Zalo Planned

Founding agencies, by invitation

Per seat, set with each agency. We reply within a working day.