Retainer automation and client portals for digital agencies.
Eliminate scope creep and automate monthly client retainers.
Track billable team capacity in real time, prevent unbilled overages, and automatically collect recurring retainer invoices.
Live Client Retainers & Capacity Dashboard
Engineered for high-growth creative and digital agencies.
Stop switching between 5 disconnected tools. Run client proposals, task sprints, time tracking, and retainer invoicing in one place.
Client Experience Portals
Share deliverables, Figma links, and milestones in a custom branded portal.
Automated Scope Revision Billing
When clients request extra rounds of feedback, extra hours are calculated & billed automatically.
Subcontractor & Freelancer Hub
Manage external designers, copywriters, and developers with granular per-project permissions.
One-Click Statement of Accounts (SOA)
Send clients automated monthly retainer statements with instant payment buttons.
Still Losing Billable Hours Across Messy Spreadsheets and Slack?
Transform unpredictable agency retainer delivery into a scalable, automated engine.
Stop Losing Leads in Scattered Systems
Leads scattered across WhatsApp, email, sticky notes, and Excel sheets. No visibility on follow-ups, no team coordination, missed opportunities costing your business thousands in lost revenue.
Every lead automatically captured and organized in one intelligent system. Complete activity history, automated follow-ups, team assignments, and conversion tracking that turns prospects into paying customers.
Leads from WhatsApp, website forms, and ads go unnoticed
ADOX CRM captures all leads in one inbox automatically
Follow-ups are forgotten
Reminders and AI-prompted next steps keep your team on track
No visibility on who's working what
Assign and track leads with full activity history
Proven ROI across high-growth operations.
See how enterprise teams accelerate workflows, eliminate errors, and reclaim thousands of team hours every month.
Expense receipts and contractor invoices coded autonomously.
Finance reconciles project phases daily instead of quarterly.
Zero misallocated spend across complex multi-entity jobs.
Immutable digital proof logs attached to every single entry.
Create experiences people remember for the right reasons
Chat with our team to talk through build vs. buy and how to level up your customer experience.
Questions business owners ask.
ADOX CRM's AI agents do more than answer questions. They work inside your CRM, inbox, projects, proposals, and finance, so they can understand the context, take real actions, and keep work moving within the approval rules you set.