Creative Service Firms
Manage client intake, scopes, approvals, delivery notes, invoices, and retainers without spreading client-service work across disconnected tools.
Agencies
Run every client project from brief to invoice in one place.
Getme gives agencies and creative studios a connected workflow for leads, proposals, retainers, client approvals, documents, invoices, payments, and delivery coordination.
1
2
75%
3
INVOICE
$2,500
Paid
The challenge
Agencies run client work across too many disconnected tools.
New briefs arrive in email, proposals live in docs, delivery status sits in a separate tool, and invoices get assembled manually at the end of each month. Every handoff is a potential gap — and every gap costs billable time.
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No single view of a client from brief through delivery and billing
- 02
Proposal creation disconnected from delivery setup and team coordination
- 03
Invoice context handled in separate tools with no clear link to delivery status
- 04
Retainer billing context managed manually, outside the delivery workflow
- 05
Client approval, asset handoff, and sign-off tracked in email threads
Who it's for
Built for every kind of creative and service agency.
If your work is scoped, proposed, delivered, and billed per project or retainer — Getme is built for the way you work.
What you can do with Getme
One platform for the full project lifecycle.
From the first brief to the final invoice, Getme connects client-service workflows so your team spends less time on admin and more time on delivery.
- CRM
Manage clients and prospects
A single client record from first contact through active project and retainer — brief history, proposal status, delivery context, and payment visibility in one place.
- Documents
Send proposals and track approvals
Scope of work, deliverables, and pricing context are prepared as a proposal and tracked with client approval status where supported.
- Bookings
Schedule client calls and reviews
Online booking for discovery calls, design reviews, and stakeholder presentations, with appointment context tied back to the client workflow.
- Invoicing
Track invoices, payments, and retainers
Project deposit, milestone invoice, retainer billing context, and payment status stay visible alongside delivery coordination.
- Sites
Publish your agency site
A portfolio and agency website with embedded contact and booking flows — on a custom domain, styled to your brand, without a separate CMS or static site builder.
- Financial
Review payment visibility across projects
Invoice, payment, and delivery context stay visible together as operational workflow context.
How it all connects
From brief to delivery, without switching tools.
Every stage of the agency client workflow can stay connected on Getme: leads, proposals, retainers, approvals, documents, invoices, payments, and delivery coordination.
Brief captured
A client submits an inquiry or your team logs a new project brief. Lead and client context stay connected from the start.
Proposal sent
Scope, deliverables, timeline, and pricing context are prepared as a proposal, with approval status and deposit invoice context tracked where supported.
Project kicked off
Client approval, deposit invoice context, delivery setup, team coordination, and milestones can stay visible together.
Production tracked
Deliverables, review rounds, client approvals, and milestone invoice context stay connected to the delivery workflow.
Common questions
Questions from agencies and creative studios.
What kinds of agencies does Getme support?
Getme is designed for creative, digital, and client-service agencies that manage leads, proposals, approvals, retainers, documents, invoices, payments, and delivery coordination across client projects.Can I send proposals and track signature status inside Getme?
Proposals can be created from the client workflow, sent for review, tracked with approval or signature status where supported, and stored alongside project documents.Does Getme support retainer and recurring billing?
Retainer context can stay connected to client records, invoices, payments, and delivery coordination. Specific recurring-billing behavior belongs to the Billing product.Can multiple team members work on the same client and project?
Getme supports team workflows around the same client record, project context, documents, invoices, and payment visibility. Access behavior should be confirmed in the product workflow.Can I use Getme for my agency website and portfolio?
Getme Sites supports portfolio, case-study, and service pages on a custom domain. Contact and booking flows can connect new inquiries to the same customer workflow.How does Getme pricing work for agencies?
Getme is plan-based. CRM, bookings, documents, invoicing, payments, and sites are part of the connected agency workflow. See the pricing page for current plan details.