Connect proposals, campaigns, creative work and client value in one agency platform.
Coree connects opportunities, proposals, campaign planning, content work, approvals, team workloads, timesheets, budgets, invoicing and client reporting.
Built for marketing agencies, creative studios, digital teams and communications firms that need better visibility across client work, delivery capacity and profitability.
Move every client engagement from opportunity to delivery and billing.
Keep sales, strategy, creative work, approvals, time, budgets and invoicing connected throughout the client lifecycle.
Qualify the Opportunity
Capture the client need, opportunity value, services, scope and next sales action.
Plan the Campaign
Define deliverables, tasks, deadlines, owners and campaign milestones.
Create and Approve
Coordinate creative work, reviews, feedback and client approvals.
Report and Invoice
Review campaign activity, time, costs and commercial value, then prepare client billing.
Keep sales, account management and creative delivery aligned.
Give each team the information needed to complete client work while agency leadership retains visibility across deadlines, workload and profitability.
Opportunities and proposals
Campaign and task planning
Content approval workflows
Team workload and timesheets
Budget and profitability visibility
Practical tools for modern marketing agencies.
Manage opportunities, campaigns, content, workload, time, budgets, billing and reporting in one workspace.
Opportunity Pipeline
Track prospects, opportunities, estimated value, services and next sales activities.
Proposals and Scope
Prepare clear proposals with services, deliverables, pricing and commercial terms.
Campaign Planning
Organise campaign phases, deadlines, tasks and owners across client engagements.
Content Approvals
Keep drafts, feedback, revisions and approvals linked to the relevant campaign.
Team Workloads
See who is responsible for current work and where workload pressure is building.
Time Recording
Record time against campaigns, clients and projects for better delivery visibility.
Budgets and Profitability
Compare planned value, time and delivery costs against client revenue.
Social Campaign Management
Coordinate social activity and maintain campaign visibility alongside wider client work.
Client Communication
Keep key client communication, feedback and decisions connected to the engagement.
Client Billing
Prepare invoices from agreed fees, milestones or delivered work while maintaining financial visibility.
Client Reporting
Bring campaign progress, delivered activity and commercial data into clearer client reporting.
Agency Reporting
Review opportunities, workload, time, revenue and profitability from current operational records.
See workload, time, revenue and profitability while there is still time to act.
Use current agency data to understand client work, delivery capacity and commercial performance.
Opportunity pipeline value
Campaign and project status
Team workload
Recorded and billable time
Revenue by client or campaign
Engagement profitability
Connect opportunities, projects, planning, time and finance.
Bring the applications used by sales, account management, creative teams and finance into one agency workspace.
Leads and client opportunities
Campaign and task delivery
Team capacity and schedules
Client and project time
Social campaign activity
Billing, revenue and finance
Reduce the gap between winning work, delivering it and proving its value.
Give your teams one operational environment while leadership gains clearer visibility across clients, workload, delivery and revenue.
Better Visibility
See opportunities, deadlines, workload and billing more clearly.
Connected Delivery
Keep client opportunities, projects, time and invoices connected to the same engagement.
Better Decisions
Use current workload, revenue and profitability information to improve agency management.
Connect clients, campaigns, teams, time and finance in one agency platform.
See how Coree can help your marketing agency improve campaign delivery, client approvals, workload visibility, time tracking and profitability.