Great work gets buried in project admin.
Client feedback lands in email, briefs need a home, and a deadline slips because it was buried in a thread nobody reread. This+that handles the routing and the chasing automatically, so your team's time goes to the work that actually matters.
Managing multiple client accounts means constant context switching
Feedback rarely arrives in one place. One client sends revision notes by email, another over Slack, a third calls and then follows up in writing. Keeping track of what got addressed and what is still open lands on your account manager, by hand.
Then there is the handoff. A brief arrives and the relay begins: it gets forwarded to the right team lead, a Slack channel goes up, and at some point someone has to confirm the kickoff was actually scheduled. Any of those steps can quietly go undone, and the one that fails is usually the deadline. A deliverable date gets mentioned once, three weeks out, in an email the designer never opened, and now it is due tomorrow.
New clients have the same problem in a different shape. Every engagement runs through the same checklist: brand assets, tool access, a kickoff on the calendar, introductions across the team. Done by hand, that is days of work instead of hours.
Route work automatically and keep every client account moving
A client emails creative feedback and this+that creates the task for the designer, tags the project, and drops it into the right Slack channel. Nobody forwards anything. New briefs travel the same path, landing with the team lead who owns that client on Slack instead of sitting in a triage queue waiting for someone to sort them.
Deadlines get the same treatment, except here the trigger is time rather than a new message. A deliverable due inside 48 hours with its task still not marked done is enough to put the account manager on alert in Slack, while there is room to do something about it. Friday brings the one piece that is not automatic on purpose: a weekly summary of completed and in-progress work for each active client, pulled from your project data and held for a review before it ever reaches the client.
Automations built for how agencies actually operate
The routing above is one kind of workflow. You describe the rule in plain English and it runs in minutes. A few more that earn their keep at most agencies:
Project management tools track tasks. this+that moves them forward.
Agencies already run on project management tools, so the gap is not another board to look at. It is the work of getting things onto the board in the first place. That part still takes a person to read the email, create the task, assign it, and tell the team. This+that is what does that job here, quietly, in the background, whether or not a project manager happens to be watching that day.
A team for every client you work with
You do not run every client with the same people, and now your account does not have to either. A single login can belong to a separate team for each client: the colleagues of yours who work on that account, plus the client's own people when you want them in the loop. Each team carries its own task list, so the work for one client lives with the group doing it.
Add a client to their team and they see that team's work and nothing else of yours, so sharing with people outside your agency is something you can do freely. You move between every client you run from one place, with no separate logins to juggle.
See what's slowing your team down. Right now.
Connect your inbox and in under 2 minutes you will see the client threads waiting on action. Then turn what you spot into workflows that route the work, chase the stragglers, and flag deadlines before they slip.