Can I run WhatsApp campaigns for my clients?

Yes. Each client can be a separate KztOne workspace you manage, with their own WhatsApp number under WhatsApp Mark. Multi-company management on Business plans lets you switch between them.

Does KztOne replace my project tool?

Tasks are available now; projects with milestones, timesheets and profitability are coming. Many agencies move their task tracking to KztOne and keep design tools separate.

Can clients see progress?

On Business and above, the customer portal shows invoices, approvals and, when projects ship, milestones.

Which plan fits a 12-person agency?

Business: 30 users, multi-company for client workspaces, AI agents and portals. Growth works for agencies under 10 people without client workspaces.

KztOne for Agencies

Win clients, deliver campaigns and get paid, from one workspace

Agencies juggle pitches, client approvals, content and invoices across too many tools. KztOne puts the client, the proposal, the approvals and the billing on one record, and helps write the content.

Start free for 7 days See pricing

Industry: Agencies
Modules: 9 highlighted
Templates: 4 preinstalled
Trial: Every feature for 7 days

Pitch and close

A pipeline for new business and one for upsells. Proposals go out from the deal with online acceptance; AI drafts proposal copy from your service catalogue and past wins.

Multiple pipelines (Growth and above)
Proposals with acceptance tracking
AI-drafted proposals and emails
Referral source tracking

Deliver with approvals

Client approvals for creative, budgets and media spend run through KztOne's approval requests, with a decision record. Run campaigns for clients using WhatsApp Mark and email marketing from the client's own data where they give you access.

Approval requests to clients by email or WhatsApp
AI content drafts for ads, captions and emails
Campaign reporting per client
Custom objects for creative briefs or media plans

Bill retainers and projects

Recurring invoices for retainers, milestone invoices for projects, expense recharges and reminders. Project profitability arrives with the Project Management module.

Recurring and milestone invoicing
Expense recharges
Statements per client
Project time and profitability coming soon

What you get

Faster approvals: Clients decide from a notification, with a record.
Content in minutes: AI drafts grounded in the client's offer.
Cash on time: Retainers bill and chase themselves.

Features this setup leans on

CRM & Contact Management
One record per customer with every email, WhatsApp message, order, invoice and note on a single timeline.
Free plan and above
Sales Pipeline & Deals
Visual pipelines with stages, values, probabilities and expected close dates, plus forecasts from real history.
Free plan and above
Approval Workflows
Require authorisation for purchases, expenses, discounts, refunds and campaigns, with a full decision record.
Growth and above
AI Content Generation
Generate ads, emails, WhatsApp messages, captions and landing page copy from your product and customer data.
Growth and above
Email Marketing
Design, schedule and track email campaigns to segments built from real purchase and engagement data.
Growth and above
WhatsApp Marketing (WhatsApp Mark)
Broadcast approved templates to opted-in segments from your own number, with delivery, read and reply tracking.
Starter and above
Invoicing
Professional invoices and quotations with hosted payment pages, reminders and recurring billing.
Free plan and above
Project Management
Projects with tasks, deadlines, teams, budgets and progress tied to the customer and the invoice.
Business and aboveComing soon
Custom Objects & Build Your Own Tools
Create your own record types, fields, forms and views (properties, vehicles, students, assets) without a developer.
Growth and above

Workflows switched on for you

Each one is a When, If, Then rule you can read, test and edit. They start paused until you turn them on.

Deal won → customer, onboarding task, welcome email
When a deal is won, mark the contact as a customer, create the onboarding task and send a welcome email.
When deal won · 3 actions
Quote not answered in 3 days → follow up
Three days after a quote is sent, if the customer hasn't answered, email them a friendly nudge and give the salesperson a call task.
When quote sent · 4 actions
Invoice overdue → reminder + tell the owner
When an invoice becomes overdue, send the customer a polite reminder with the pay link (email and WhatsApp) and tell the owner.
When invoice overdue · 2 actions
Weekly sales summary on Monday morning
Every Monday at 7am, email the owner last week's sales by channel with the change on the week before.
When on a schedule · 1 action

Questions

Can I run WhatsApp campaigns for my clients?: Yes. Each client can be a separate KztOne workspace you manage, with their own WhatsApp number under WhatsApp Mark. Multi-company management on Business plans lets you switch between them.
Does KztOne replace my project tool?: Tasks are available now; projects with milestones, timesheets and profitability are coming. Many agencies move their task tracking to KztOne and keep design tools separate.
Can clients see progress?: On Business and above, the customer portal shows invoices, approvals and, when projects ship, milestones.
Which plan fits a 12-person agency?: Business: 30 users, multi-company for client workspaces, AI agents and portals. Growth works for agencies under 10 people without client workspaces.

See it with your own data

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