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QUBEQ AI Your workspace has context. Put it to work.
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A connected agency workspace

Clients, brands, and the deals before them.

One record per client with its brands, people and work, a pipeline for the ones you're still winning, and access rules so staff see only the clients they work on.

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THE EVERYDAY WORKFLOW

One client record, connected to the work.

  1. 01

    Keep contacts, brands and commercial details together.

  2. 02

    Assign the people who may work on the client's records.

  3. 03

    Open projects, documents, conversations and money from that context.

Actual Qubeq client list with three synthetic agency clients.
Product view with synthetic demonstration data.

From the first call to the work.

Clients

  • Client, brands and people
  • One page per clientIts projects, approvals, messages, files and money.
  • Where each client sellsYour own list of marketplaces, on the client's record.

Sales

  • A pipelineLead, qualified, proposal, won or lost.
  • QuotationsSend one, and when the client accepts it in their portal, the invoice is made.
  • ContactsClients, leads, vendors and partners in one list.

Access

  • Clients assigned to people or teamsStaff see the clients they're assigned to, and nothing else.
  • Portal loginsInvite the client's people. Logins they invite can wait for your approval.

What it doesn't do yet.

  • No email inbox. Email conversations with clients stay in your mail app.

Bring one client.

We'll put them, their brands and one week of work into a workspace while you watch.

Book a walkthrough