For Agencies & studios · by OpenServe
New business,
on rails.
A pitch-to-retainer pipeline with case-study automations and kickoff checklists — so the team sells while the AI keeps the process honest.
One OpenServe account. Free to start.
What gets set up for you
New businessteam pipeline
On every deal: Service line · Engagement
- Pitch prep: when a deal enters Pitch — task: Assemble the case-study deck for this vertical
- Kickoff checklist: when a deal is won — task: Book the kickoff call and send the onboarding doc
Project boards
🚀 Client delivery
Backlog → In progress → Client review → Done
Team channels
From lead to retainer
Lead → Discovery → Pitch → Proposal → Contract, with service line, engagement type, and budget on every deal.
Pitches that prep themselves
Hitting the Pitch stage queues the case-study deck; winning queues the kickoff call and onboarding doc.
The whole team on one board
Partners assign deals, everyone sees the same forecast, and the copilot briefs Monday morning.
Boards and channels included
Client delivery project boards plus #new-business, #delivery — provisioned with the pipelines, ready on day one.
The whole suite, every member
Chat, docs, mail, calendar, projects, mindmaps — one subscription covers the corporate workspace and everyone's personal suite.
Corporate and personal, one toggle
Your team switches between the company workspace and their own space from the account menu — same login, zero friction.
Free traction assessment
Drop a link to your site, app, social profile, or videos — get it scored against the winners in your category, with the opportunities that move it.