The product
ROIkeep, with the client reporting pipeline behind it
- Scope
- The layer that runs the agency itself, with the client reporting pipeline wired in behind it.
- What it covers
- Work management per client group.
- People records and console-wide single sign-on.
- One-time expiring handoff for client credentials.
- Migration with a preview before import.
- Outbound and Upwork pipelines tracked as records.
- Where it stops
- ROIkeep is in alpha, runs the agency rather than client campaigns, and is not an accounting system.