GuardenerAI for agencies and studios is a CRM that keeps new business, client retainers and invoicing in one system. It is for creative, digital and marketing agencies and growing studios that want a pipeline the whole team trusts and want to get paid without another app.
New business, delivery, and getting paid are three different jobs sharing one small team. GuardenerAI puts the pipeline, the client, and the retainer on the same record so nothing falls between them.
Leads, pitches and retainers in tidy stages with owners and next steps, not a spreadsheet only the founder can read.
An action plan lays down the same follow-up tasks on every pitch, and the assistant drafts the chase from the record and its files. You review it between meetings and send it.
Recurring line items carry service dates and monthly value on each retainer, so recurring revenue sits on the pipeline instead of in someone’s head.
Invoice the client in the same place you closed the deal, and watch payments and AR aging without opening another tool.
There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.
Pitches and retainers on one board. Recurring line items carry service dates and monthly value, with MRR and ARR worked out.
Clients and prospects, rated Hot, Warm or Cold, with their people, deals and invoices.
Add a Projects object with a lookup to the client if you want delivery milestones beside the relationship. It records the work; it does not replace your project tool.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Your data lives in its own isolated, encrypted space with an audit trail. The AI assistant works inside your workspace, under the same roles as the person asking.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for consulting firms, architecture and interior design and event planners. See every industry.
Tell us about your team and what you want to see, and we'll reply by email to set a time.
Your request is saved. To pick a time sooner, email hello@guardenerai.com with a couple that suit you.
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