Win the client, deliver the work, keep the retainer
Leads, proposals, delivery and invoicing for agencies, consultancies and professional-services teams.
See it on your agencies & b2b services workflows
Tell us where to reach you — we'll walk you through the Agencies & B2B Services setup, live.
The daily reality this replaces.
StorixFlowOS replaces the scattered tools behind all of this with one connected system — already configured for agencies & b2b services.
What's in the Agencies & B2B Services setup.
Workflows, fields and reports arrive pre-configured — go live the same day and fine-tune as you run.
Every lead and referral tracked through a visual pipeline with next steps.
Quotes and scopes with approval workflows and e-sign-ready documents.
Projects, tasks and client requests tied to the account record.
Recurring invoices, dues and payment tracking — automated.
SLAs, feedback and engagement signals per account.
Drafts follow-ups, summarises accounts and flags at-risk retainers.
Agencies & B2B Services questions, answered.
Is it overkill for a small agency?
No — start with the pipeline module and add invoicing or delivery when ready. A 5-person agency and an 80-person firm run the same platform.
Can clients get their own portal?
Client-facing views and whitelabel options are available — ask in your demo.
More questions? Talk to us or explore other industries.
See it running a agencies & b2b services business.
A 20-minute walkthrough on your workflows. No credit card, no lock-in.