Agency management software, from first pitch to finished work
Coavon is agency management software for marketing, creative and digital agencies. Your sales pipeline and your delivery schedule share one account: a won deal in Scope becomes a project in Flow, with the brief in Docs and the assets in Drive.
Sound familiar?
The handoff from sales to delivery
What was sold lives in one tool and the work in another, so details get lost in between.
Every client is set up from scratch
The same onboarding checklist is rebuilt by hand for each new account.
No single view of an account
Finding the latest brief, file or status means asking three people.
Agency project management and a CRM, together
ScopeA CRM pipeline for new business, and one for clients
Track leads through your sales stages, then move won clients through onboarding, active and renewal in a second pipeline.
- Value tracked at every stage
- Custom fields for services, contract dates and budgets
- An alert when a record has been stuck in a stage too long
FlowClient onboarding that starts itself
Save your onboarding as a project template. An automation creates it in Flow the moment a deal is marked won.
- Project templates for each kind of engagement
- Custom statuses such as Client Review
- A Gantt chart to plan the whole engagement
DriveClient management: the whole account in one place
A client's record links to its projects, tasks, documents and files, so anyone on the team can pick it up.
- Briefs and reports written in Docs
- Assets stored in Drive and linked to the client
- A channel per client in Chat
Set up your agency in three steps
Start from the sales and client lifecycle templates in Scope and rename the stages to match yours.
Turn your best-run project in Flow into a template.
Add an automation: when a deal is won, create the project.
Agency management software: questions
Software that runs the business side of an agency in one place: winning new clients, planning and delivering the work, and keeping each client's documents, files and conversations together. In Coavon that is Scope for clients and new business, Flow for projects, and Docs, Drive and Chat for everything around them, on one account.
Both. Scope is the CRM, with pipelines, follow-up dates and a page per client. Flow is the project management, with boards, lists, a calendar, a Gantt chart and project templates. They are linked, so a client's record shows its projects and files.
Yes. Add an automation in Scope: when a deal moves to won, it creates the onboarding project in Flow from your template, linked to the client's record.
Yes. Pipeline stages, custom fields, task statuses and project templates are named by you, so they match how your agency sells and delivers. Coavon is built for client work, not for insurance agencies: it does not manage policies or carriers.
One price per person per month, and every plan includes all the apps, so you do not pay separately for a CRM, a project tool and file storage. You can start free with no card.
See pricing, every feature, or how Coavon compares with Asana, monday.com, Wrike and ClickUp.
See how Coavon fits agencies
Every app, on one account. Your first 14 days are on Pro, with no card needed. After that it stays free for one person.