Can each client have a different way of working?

Yes. nineloops gives the agency one operating model while each client keeps the access, channels and workflow they need, from email to WhatsApp to a shared status view.

What can clients see, and what stays private?

You choose. Share selected projects, milestones, documents, designs, approvals, content calendars, reports and coverage dashboards. Internal notes, staff discussion, commercial data and other clients stay private.

Which nineloops modules do agencies use?

CRM for new business and renewals, Spaces for delivery and workload, Docs for briefs and reports, Studio for creative, Distribute for press and email outreach, Monitoring for coverage, Finance for budgets and invoices, and People for onboarding and leave.

How does reporting save time?

Reports build from reviewed results, completed work and permitted financial context, with every result linked back to its source, so you stop rebuilding the month from screenshots.

Run the agency around the client, not around the software.

Connect new business, onboarding, projects, campaigns, approvals, content, reporting and commercial health around one live client record.

Every client creates another version of the agency.

One client wants email. Another wants WhatsApp. A third needs a weekly status sheet. Projects live in one system, content sits in documents and folders, coverage reporting is rebuilt at the end of the month and Finance holds the real invoice status. nineloops gives the agency one operating model while letting each client keep the access and workflow they need.

Win the work: Manage companies, contacts, opportunities, proposals and stakeholders in CRM, so new business and the account history live in one place.
Start properly: When an opportunity is won, create the onboarding project, client folder, account channel, finance setup and reporting schedule from the same record.
Deliver: Use Spaces for projects, tasks, deadlines, workload and the recurring client processes you repeat every month.
Create: Use Docs and Studio for briefs, copy, content plans and branded visual work.
Approve: Give clients controlled review and approval without exposing internal discussion or other accounts.
Reach, track and renew: Send press and email outreach through Distribute, track coverage and reputation in Monitoring, then bring delivery, outcomes and commercial status into the renewal review.

One place to understand the account.

Pull the whole client picture together from the modules that already hold the work. Each person sees only what their role permits.

Who and what is live: Key contacts and decision makers, the account owner and delivery team, open opportunities and active projects, all on one record.
Work in flight: Campaigns and content, approvals waiting, recent conversations and WhatsApp activity, so nothing slips between channels.
Results and reputation: Verified coverage and reputation from Monitoring, attached to the account rather than rebuilt later.
Commercial and health: Invoice risks, current issues, renewal date, account health and the recent decisions that explain where the relationship stands.

Share what the client should see, keep the rest private.

Open a controlled view onto real work without giving clients the run of the agency. Internal notes, staff discussion, commercial data and other clients stay private.

Projects and progress: Share selected projects with task or milestone views, so clients see status without you copying it into a separate sheet.
Content and creative: Give clients documents, designs, content calendars and approval requests in one place, tied to the work itself.
Reports and conversations: Expose reports, coverage dashboards, files and the conversations that belong to the account, and nothing beyond them.

See where the work goes and what it earns.

Resourcing and commercial health read from the same projects, time and Finance records, so account teams manage the relationship while Finance stays authoritative.

Resource by any cut: View work by client, team, employee, project, campaign and deadline, with skill, estimated effort, actual time, leave and availability alongside.
Spot trouble early: Managers can see overloaded teams and under resourced accounts before deadlines fail, not after the report is late.
Connect value to margin: Link opportunity value, retainer or contract, project budget, time, external costs, rechargeable expenses, invoices, payment status and renewal value into one margin view.

Stop rebuilding the month from screenshots.

Build the client report from reviewed results, completed work and permitted financial context. Every result links back to its source, and routine handovers run on their own.

Reports that assemble themselves: Pull work completed, campaign status, content delivered, media coverage, objectives and results, open issues and the next month plan into one report.
Won to onboarded: Turn a won opportunity into an onboarding project automatically, and route each client request to assigned work without a manual handover.
Approvals and coverage: Send an approval reminder before release, activate Monitoring around the release, and move accepted coverage straight into the client report.
Commercial follow up: Flag overdue invoices to the account owner, trigger an account review on the renewal date and raise the report and invoice request when a project closes.

Questions

Can each client have a different way of working?: Yes. nineloops gives the agency one operating model while each client keeps the access, channels and workflow they need, from email to WhatsApp to a shared status view.
What can clients see, and what stays private?: You choose. Share selected projects, milestones, documents, designs, approvals, content calendars, reports and coverage dashboards. Internal notes, staff discussion, commercial data and other clients stay private.
Which nineloops modules do agencies use?: CRM for new business and renewals, Spaces for delivery and workload, Docs for briefs and reports, Studio for creative, Distribute for press and email outreach, Monitoring for coverage, Finance for budgets and invoices, and People for onboarding and leave.
How does reporting save time?: Reports build from reviewed results, completed work and permitted financial context, with every result linked back to its source, so you stop rebuilding the month from screenshots.

Bring one real client process to the demo.

We will show how nineloops connects the opportunity, onboarding, delivery, approval, reporting and renewal without asking the team to enter the same context again.