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The operating system for marketing agencies

Run your whole agency from one portal

Tickets, clients, a portal for every client, reports, Google Ads, Meta and SEO intelligence, CRM, invoicing, HR, payroll, chat and mail in one place. Surge AI reads it all and works from your own data, never from guesses.

Start your 15-day free trial See pricing

No card needed. From $29 a month. Built and used every day by a working performance agency.

40modules
380+features live
8tools it replaces
15 daysfree to try
One portal instead of a stack

Stop paying for eight tools that don't talk to each other

Every module shares the same clients, people and numbers, so a lead, a ticket, an invoice and a report all know about each other. Your history comes with you: tasks, comments, files, chat and time are imported.

ClickUp, Asana, MondayTickets & projects
Slack, TeamsTeam chat
Hubstaff, Time DoctorTime & attendance
HubSpot, PipedriveCRM, sequences, newsletter
Zoho Books, QuickBooksInvoicing & accounting
AgencyAnalytics, DashThisClient portal & reports
Fireflies, OtterMeeting intelligence
Spreadsheets for HR and payrollHR, payroll, recruitment
How it works

Live in about 7 days

You answer one onboarding form. We set up your portal on your own address, with your logo, your entities and your team, and bring your data across.

Pick a plan

Start with the 15-day free trial on Grow features. Choose Starter, Grow or Scale when it ends.

Fill in the onboarding form

Branding, entities, team and access, modules, data sources, email, HR rules and what to migrate. It saves as you type.

We set it up

Your address, sign-in page, roles, invoices, connections to Google Ads, Meta, GA4 and Search Console, and your imported history.

Your team moves in

Invitations with access already set, a getting-started checklist for everyone, and training for admins and heads.

Everything inside

Every part of an agency, in one place

Below is every area of the portal and what it does, feature by feature. The plan that includes each area is shown next to it.

Tickets & projectsWork, workload, time, QAStarter ClientsWorkspaces, terms, renewals, healthStarter / Grow Client portalA branded portal per clientStarter ReportsMonthly reports, reviews, QBRsStarter Ads intelligenceGoogle Ads and Meta, every changeGrow Agentic SEOAudits, changes, measured resultsGrow Website healthUptime, SSL, tracking, page indexGrow Client intelligenceRelationships, briefs, opportunitiesScale Surge AIAssistants, watchers, living KBGrow / Scale Sales & marketingCRM, proposals, sequencesScale Finance & accountsInvoices, payments, profitabilityStarter / Grow PeopleHR, attendance, payroll, hiringScale Chat, mail & calendarTalk to the team and clientsStarter / Scale Knowledge & toolsKnowledge base, tools registerStarter LeadershipCEO view, weekly summary, alertsScale Security & accessRoles, encryption, backupsEvery plan
Tickets & projects

Every piece of work has an owner, a due date and a definition of done

Departments, projects and tickets with list, board and calendar views. Everyone opens the portal to one list of what needs them today.

Needs you today

  • One list on Home, most urgent first: tickets, reviews, approvals, 1:1s, onboarding steps, client alerts, deals, invoices and payroll waiting on you
  • My work: assigned to me, watching, asked for by me, with done tickets kept apart
  • Role panels for heads, HR, finance, account owners and sales; nothing company-wide by default

Tickets that carry everything

  • Status, priority, owner and co-assignees, due date and a "done when" line
  • Subtasks, checklists, comments with @mentions, files and screenshots (paste or drop), watchers and full history
  • The owner's supervisor and team lead watch automatically
  • Progress updates reach the supervisor, team lead and watchers in one timeline

Projects and views

  • Department → project tree beside list, board and calendar views; drag to reschedule
  • Status tabs with counts, group by, inline status and priority, a Done archive
  • Saved filters, bulk changes, copy a ticket into several projects at once
  • Search the whole portal with Ctrl K: tickets, clients, people, deals, invoices and pages

Recurring work and templates

  • Recurring tickets daily, on weekdays, weekly or monthly, set up by anyone
  • Templates per service with checklists, subtasks and titles like "{client} report {month}"
  • Dependencies (waits on, blocks): no loops, can't close while waiting, people told when unblocked

Workload and capacity

  • Each person's week against their capacity: shift hours minus leave and closures
  • Morning alerts to managers when someone is over 110% or has 5+ overdue tickets, or has room
  • Suggested moves: the least urgent tickets of an overloaded person to someone with room, in one click
  • Team lead hand-over: see who is on leave or not clocked in and reassign

Time tracking

  • Start/stop timers on any ticket, or add time by hand
  • Forgotten-timer protection, billable and non-billable time
  • Weekly timesheets with manager approval
  • Hours by person and by client, feeding profitability

Reviews and quality

  • A review step before work is done or reaches a client, by the owner's supervisor or department head
  • QA checklists per service: Google Ads, Meta Ads, SEO, website, design, content, social
  • Revisions counted with reasons, client change requests too
  • Quality report: first-time-right, revisions by person, client and service, the checks that fail most

Daily rhythm

  • Overdue alerts and a morning summary of what is unread
  • Late-arrival notes to leads half an hour into each shift
  • Phone-friendly tickets: title first, then status, owner and due date

Bring your history

  • Projects and tasks (open and closed), subtasks, comments, files and time entries imported
  • Chat history imported and threaded
  • Run beside your old tools first, or switch on one date
Clients

A workspace for every client, with the numbers and the relationship in one view

Each client has an Executive and a Manager, a delivery team, terms, meetings, files, performance and a health score that explains itself.

Client workspace

  • Team, contacts, services, commitments with check-ins, escalations and delivery feedback
  • Meetings and notes: schedule, log notes with action items, and every call, WhatsApp and note on one timeline
  • Business model per client (ecommerce, lead gen, local, brand/SEO) decides which numbers lead everywhere
  • Delivery team set by the Executive; escalation alerts per team

Account picture every morning

  • Google Ads, Meta, GA4 and Search Console together: blended revenue, ROAS, cost per lead
  • Each source in depth: queries and near-page-one searches, landing pages, channels, devices, products, campaigns
  • Yesterday against the 7 days before, cross-source checks and anomalies
  • A daily account summary at 1 pm to each client's Executive and Manager

Deep analysis on demand

  • 90 days of Google Ads (impression share lost, search terms, Quality Score, ad copy, age, gender, device, hour)
  • Meta by age × gender, placements, regions, hours and creatives with copy
  • GA4 audiences and landing pages; Search Console brand vs non-brand, cannibalisation, low click-through
  • Personas, budget moves, creative and SEO fixes with checked evidence; any recommendation becomes a ticket in one click

Terms, scope and renewals

  • Retainer, project or hourly; fee, term, notice, automatic renewal, hours included, what is in and out of scope, the signed agreement; every change kept as a version
  • Out-of-scope work flagged on tickets and counted against included hours
  • Renewal ticket 30 days before notice, a renewal desk for the next 60 days, renewal proposals

From won deal to running client

  • A won deal sets up the client: fee, contact, a project per team and an onboarding ticket with due-dated steps from the service's kit
  • A later service onboarded on its own
  • Ended clients marked churned or terminated with a reason; their channels, projects and data refresh stop; restore reverses it
  • Churned clients go back to sales as a win-back deal

Health score that explains itself

  • Starts at 100; every point lost has a reason, grouped into Delivery, Relationship, Results, Money and Contract
  • Signals: overdue client work, contact, replies, approvals waiting, escalations, results down 40%+, junk leads, unpaid invoices, renewal
  • How the client sounds, read weekly from calls, messages and notes; only word-for-word quotes kept
  • Churn-risk alerts with a save ticket and the outcome recorded; a trend per account manager

Lead quality for lead-gen clients

  • Leads from Meta Lead Ads (every 30 minutes), the website (a webhook per client) and CSV or Google Sheet
  • Rated by the client in their portal: Qualified, Not a fit, Junk, Meeting, Won with deal value, Lost
  • Qualified rate and cost per qualified lead by campaign, ad and source
  • Lead manager logins that only work the leads, emailed the moment one arrives

Agency and linked accounts

  • White-label work for other agencies: each account its own record, billed per account, as a retainer or a % of spend
  • White-label reports and one agency login that sees every account
  • Linked businesses billed together on one invoice, with every login seeing both

Keeping clients close

  • Weekly update drafts every Thursday: done, coming up, waiting on them, numbers
  • Email a client from your own mailbox with contacts suggested and an AI first draft
  • Response targets in working hours, with alerts at the target and twice it
  • Quarterly NPS, referrals asked of happy clients, quarterly business reviews as branded PDFs

Files hub

  • Folders per client (brand assets, creatives, reports, contracts, deliverables, from the client), up to 95 MB a file
  • Versions kept for every file; share with the client or receive files from them
  • Brand kit per client: colours, fonts, tone of voice, do's and don'ts, audience; the client's Drive folder alongside

Meeting intelligence

  • Every recorded client call matched to the client and read by Surge AI: summary, decisions, concerns in the client's words, action items
  • Action items become tickets or client to-dos in one click, with the words from the call
  • Optional notetaker that joins your Google Meet, Zoom or Teams calls ($1 per recorded hour)
Client portal

Give every client their own branded portal

Each client signs in at their own address and sees their numbers, the work you share, approvals, reports, files and invoices. Nothing reaches them unless you share it.

Included from Starter. Clients replace the weekly "how are we doing?" email with a login.

What clients see

  • Dashboard and accounts (Google Ads, Meta, Search Console, GA4) with 28-day comparisons
  • Overview: services, commitments, meetings, team and growth over time; monthly reports
  • Meta report with campaigns, audiences and creatives; "What we did" each month
  • Billing for owners: invoices, balance, overdue and the payment link, never bank details

Approvals that hold

  • Shared work with its own client-facing title and text: read, confirm, approve or ask for changes, with versions
  • Nothing goes live before approval or a written request; reminders after 2 and 4 working days
  • Replies both ways on shared work

Logins and branding

  • Owner and Viewer logins by invitation, password and an emailed code on new devices
  • The client's logo and colour on their portal; one login for several businesses
  • "See as client" preview from your side; logins stop when a client ends
  • Saved logins vault: clients share access (card and bank details refused), opened only by assigned people, every opening shown to the client
Automated reports

Monthly reports that write themselves and still get a human check

Built from Google Ads, GA4, Search Console and Meta, limited to the services you sell each client.

Built from the right sources

  • PPC: Google Ads or Meta with GA4 paid traffic; SEO: Search Console with GA4 organic; web: all of GA4
  • Conversions, cost per conversion, impression share, converting searches, keywords in the top 3 and 10, rising searches, converting pages
  • Any month, compared with the month before; refresh data while a draft

Written, then reviewed

  • Summary and highlights written from the numbers, edited before sending
  • Work done that month and what is coming next
  • Manager review: approve or send back with a note; only an approved, unchanged report goes

Never late

  • Drafted on the 1st for every active client
  • Tracked to each client's report day with reminders and a heads-up to the lead when late
  • Sent by email and into the client portal, by hand or automatically
Ads intelligence · Grow

Know what changed in every ad account, who changed it and what happened after

Every Google Ads and Meta account is read deeply every morning and checked for spend every hour.

Google Ads, read every morning

  • Settings and setup checks, campaigns and targets, daily numbers with impression share
  • Breakdowns by device, day × hour and conversion action; search terms; keywords with Quality Score; products; disapprovals; Google's own recommendations
  • Every ad account your team can open is listed and can feed a client, read-only

Meta, read every morning

  • Campaigns, ad sets with learning status, ads with copy and thumbnails
  • Ad-level numbers and video attention; breakdowns by age, gender, region, placement, device and hour
  • Delivery issues and the activity log; one connection per Business Manager

Change log, kept forever

  • Who, when and what (old → new), grouped into sessions, with a reason
  • "What happened after": before and after over a window you pick, with fairness flags and a verdict in words
  • Names visible only to the person, ads heads, admins and the client's account team

Alerts with one next step

  • Spend spikes or stops, conversions dropped, tracking broken, off target, pacing, lost to budget
  • Disapprovals, Quality Score, learning limited, creative fatigue, CPM jumps, lead quality, a winner turned off
  • Each alert has one next step and quiets down when dismissed

Recommendations with reasons

  • Keywords, negatives, budgets, targets, schedule, devices, products, competitors' paid keywords
  • Meta budget shifts, consolidation, winners, tired creatives, placements and ages
  • Why, expected effect and risk on each; Done, Later or No, or a ticket

Creative intelligence

  • Every creative tagged by vision AI: winning elements, gaps, a fatigue tracker
  • Competitors' live Meta ads from the Ad Library
  • A creative ICP per client, briefs and ad copy with claims checked, sample statics for client review

Dashboards and saved views

  • A preset dashboard per business model with change markers and pacing
  • Explore any metric × breakdown × dates × chart; save views for yourself or the team; CSV
  • A weekly AI review per account, every number checked against the facts
Agentic SEO · Grow

SEO changes that are proposed, approved, applied, checked live and measured

An SEO workspace per client with evidence from a crawler, Search Console and GA4. The agent drafts; your team approves; every change can be undone.

Site audit

  • robots.txt and AI-crawler rules, sitemaps, http/www versions, redirect chains, status codes, canonicals, noindex
  • Titles, descriptions, headings, thin pages, images without alt, structured data, internal links and orphan pages
  • Scheduled re-audits with new issues and regressions marked

Opportunities, scored

  • From the audit and Search Console: low click-through for the position, queries near page one, pages losing clicks
  • Scored by relevance, impact and confidence against effort and risk, with evidence and affected pages
  • A business profile per client: approved facts, prohibited claims, voice, audiences, goals

Changes on the live site

  • Titles and descriptions with a Google-style preview, approved one by one or in a batch
  • Applied through WordPress (works with Yoast, Rank Math, SEOPress, All in One SEO), Shopify or a small connector for custom sites
  • Checked on the live page, refused if the page was edited since, every step in a history, restorable

Structured data and internal links

  • JSON-LD built only from what pages show: LocalBusiness or Organization, Article, FAQPage, BreadcrumbList
  • Internal links from related pages to pages that need them, placed around words already in the text
  • Both checked live, removable and measured

Content studio

  • Briefs from evidence with internal links only to real pages and missing facts listed
  • Drafts as versions, flagged for missing facts, prohibited claims and unsupported numbers
  • Sent to WordPress as a draft; publishing approved separately

Measured, with a safety net

  • Every change measured from Search Console at 14 and 28 days against the rest of the site
  • Verdicts: improved, worse, no clear change, too little data
  • A change doing clearly worse is rolled back automatically, or a rollback is suggested
  • A kind of change applies by itself only once the client's own record earns it

Local SEO

  • Google Business Profile for every client: views on Search and Maps, calls, website clicks, directions, messages, reviews
  • Review replies and the business description drafted, approved, posted and reversible
  • Never confirms someone is a customer or mentions anything private

The SEO agent

  • Runs weekly per client (or on demand): refreshes data, ranks open opportunities, drafts the top ones
  • Learns which kinds of change work for this client and across all clients
  • Never approves or applies on its own; stops at the client's monthly AI budget

Performance

  • Branded vs non-branded clicks, top queries and pages against the previous 28 days
  • Daily clicks and GA4 organic sessions with change markers
  • Rank tracking for chosen keywords; correlation never claimed as cause
Website health · Grow

Know a client's site is down before they do

Every client website is checked every 10 minutes and crawled every month into a searchable page index.

Uptime

  • Home page every 10 minutes; a down confirmed by a second check 30 seconds later
  • Response time and 30-day uptime; a second page checked hourly
  • Alerts: down, recovered, slow for 30 minutes+, never the same alert twice in 6 hours

SSL, domain and changes

  • SSL expiry warnings at 30, 14, 7 and 1 days; domain expiry checked weekly
  • Redirect and robots.txt changes logged

Tracking watch

  • GA4 or Google tag, GTM, Microsoft Clarity, Meta Pixel and Google Ads tag checked on the home page
  • Lost or found events, with a fix ticket
  • Monthly crawl of up to 100 pages with AI summaries and full-text search
Client intelligence · Scale

Know your clients the way your best account manager does

Relationship profiles, a brief before every meeting, business signals and what each client could buy next, with cost caps so scanning never runs away.

Relationship profiles

  • Each contact's role in decisions, preferred name, language, tone, best time, birthday and talking points
  • Moments for the next 90 days: personal dates, renewals, holidays and shopping seasons in the client's country
  • Sensitive details encrypted, seen only by the client's team and audited

Meeting brief, 2 hours before

  • People, what they want, what to be careful about, the account story
  • Latest numbers, competitors, signals, open items and what to discuss
  • Sent to everyone from your side who is invited

Signals and opportunities

  • Public profiles watched for news; competitors suggested and confirmed
  • Competitors' search gaps and paid keywords
  • Opportunities to pitch, ticket or park; upsell signals for healthy clients

Account growth

  • Stakeholder map, mood timeline, touchpoint cadence, gifts with approval, a handover pack
  • The client's goals, a value ledger of what you delivered, a growth pipeline and a seasonal planner

Team performance

  • Playbooks that turn into tickets, meeting outcomes, case studies with consent
  • An account-team scorecard and "My performance" for each person

Cost control

  • Client tiers A, B and C decide how often each client is scanned
  • Monthly caps per module and service, top-ups, and a usage page for admins
Surge AI · Grow and Scale

An AI that only says what your data supports

Surge AI reads your portal, writes tickets, briefs and drafts, and cites where every client fact came from. When the data isn't there, it says what is missing instead of guessing.

Grounded and checked

  • Every client fact links to the portal record it came from
  • A second pass flags any sentence the client's data does not support
  • A readiness score per client: below 60% it lists what is missing and opens tickets to fill the gaps

Watchers that open tickets

  • A daily ads watcher and a weekly SEO watcher read the account picture, commitments, website events and open work
  • Rules first, then one model call; every number checked
  • Tickets go to the right person on the client's team with the reasoning attached and an "Explain" button
  • A review mode for the first two weeks so heads can approve findings

Tickets from anywhere

  • A Surge AI button on every page that knows which client or ticket you're on
  • Ask it to raise work: it picks the person, project, due date and watchers from your records
  • Send any reply as a ticket comment, a new ticket or a knowledge base draft

Assistants per department

  • Sales, SEO, Paid Ads, Web Development, Design and General, each with editable rules and starters
  • Files in chat: PDF, Word, Excel, PowerPoint, CSV and images
  • Private chats that admins can't read; thumbs up and down; good replies saved as examples

Knowledge it can use

  • Client profiles, commitments, meeting notes, performance, tickets, reports and website pages
  • Call recordings, one Drive folder per client and the owner's client email threads, indexed
  • Never billing, logins or HR data

A living knowledge base

  • A brief per client, per department and for the company, rewritten only when its inputs change
  • Questions the knowledge base can't answer go to the right owner and are logged as gaps

Budgets you control

  • A monthly dollar budget per person (warning at 80%, stop at 100%) and a company cap
  • Fast, Standard and Advanced model tiers; cost shown under every reply
  • Usage by person and department; an allowance included on Grow ($10) and Scale ($30)
Sales & marketing · Scale

From first contact to signed client without leaving the portal

A CRM built for agencies, with proposals that set the client up when accepted.

CRM and pipeline

  • Pipelines, stages, deals, companies, contacts and activities
  • Website lead forms straight into the pipeline, with a spam trap
  • CSV import, sales channels (including freelance platforms) and sales reports
  • Import your existing CRM history

Email sequences

  • Short follow-ups from your own addresses in the prospect's working hours
  • Sent as replies in one conversation with a daily cap per mailbox
  • Stopped by a reply (owner told), a bounce or a one-click unsubscribe
  • An API so a lead-gen tool can add leads and start a sequence

Proposals

  • A branded PDF from the deal: service kit, pricing and terms, with an AI first draft
  • Sent as a link the client accepts online; opens tracked, reminders, expiry
  • Accepted: client record, contacts, terms, billing entity, kickoff and first invoice draft created

Newsletter

  • Lists by hand, by client rule or sales stage; your layout or pasted HTML
  • Test sends, schedules and batches
  • Opens, clicks, unsubscribes, bounces and spam reports per issue

Referrals and win-backs

  • Who to ask for a referral (promoters, healthy long-standing clients), asks logged
  • Referrals become deals; churned clients come back as win-back deals with the reason they left
Finance & accounts

Invoices, payments and margins, without a separate accounting tool

Branded invoices from each of your companies, every payment matched, and profit per client from the hours your team actually spends.

Invoicing · Starter

  • Invoices per legal entity with strict numbering, tax IDs, address and payment instructions
  • Monthly drafts from each client's agreed fee, made on the 1st
  • Finalising never sends anything; emailed from your accounts address or shown in the client portal
  • Edit a finalised invoice with a reason: number kept, history of what changed

Payments · Starter

  • Every payment with its proofs, one payment across several invoices, duplicates caught
  • What each client owes and how late: 1–30, 31–60, 61–90, 90+ days
  • Client credit kept and applied to later invoices; FX and fees recorded
  • Payment reminders written and ready to send, or automatic per client

Accounting · Grow

  • Ledger with expense heads and cash accounts; expense claims; petty cash
  • Employee loans and recurring payments
  • Bank reconciliation from bank and Wise statements, auto-matched, with rules and undo
  • CSV exports of invoices, payments and books

Profitability · Grow

  • Margin per client, per service and per department each month: fees against the cost of the people working on it
  • Six-month trends, scope-creep alerts at 80% and 100% of a client's hours budget
  • Pay stays private: costs visible only to those who see salaries

Company health · Grow

  • Revenue, expenses, profit and runway
  • Profit and loss per company and per client
  • A finance dashboard with outstanding amounts by age

Past invoices

  • Your old invoices kept as records with their original numbers, lines, payments and PDFs
  • The next invoice filled in from the client's last
People · Scale

HR, attendance, payroll and hiring that run on the same records as the work

Leave affects workload, attendance feeds payroll, a hire becomes an employee with onboarding, and leaving reassigns work automatically.

HR records

  • Profiles with sensitive fields encrypted; documents stored encrypted
  • Org chart, announcements, more than one employing company
  • Probation reminders with confirm, extend or end, all recorded
  • Leaving checklist: handover, exit interview, equipment, accounts and tools revoked, work reassigned

Attendance and leave

  • Clock in and out, breaks, shifts in your time zone, a daily close
  • Leave types, balances and requests; work-from-home and overtime requests
  • Who is on leave today and in the next 7 days; a monthly attendance export

Payroll

  • Monthly runs with tax slabs, pay items and loan deductions
  • PDF payslips emailed to each person
  • Split by employing company and posted to the books

Recruitment

  • A public careers page with screening questions; applications with CVs and a spam trap
  • AI screening against each job's must-haves, quoting the CV
  • Pipeline, interviews with scorecards, kind rejection emails, a talent pool
  • Offer letters approved, accepted online, and turned into an employee with onboarding

Onboarding new joiners

  • A checklist for HR, the lead and the joiner with due dates from the joining day
  • Steps that tick themselves (signed in, photo, first clock-in, first ticket)
  • Tools requested automatically, a buddy, a planned first week, 30/60/90-day check-ins, a training path with quizzes

Performance and growth

  • KPIs per role, most measured by the portal: on-time delivery, workload, attendance, quality, client health
  • Quarterly reviews with a self-review and the scorecard beside it
  • OKRs for company, departments and people; 1:1s with shared agendas and notes

Contracts and e-signature

  • Templates filled from HR, offer, billing and client records
  • Signed online in order, with typed name, consent, IP and browser recorded
  • The signed PDF with an audit trail and fingerprint, filed on the record

Culture

  • Employee of the Month scored on performance first, with manager ratings and votes
  • A 2-minute anonymous monthly team survey, results only for groups of 4 or more

Staffing and placements

  • Placements with rates and agreed hours; weekly timesheets approved by the client in their portal
  • Invoices from approved hours, never billed twice; margin per placement
Chat, mail & calendar

Every conversation, internal and with clients, without switching windows

Team chat in every plan. Portal Mail and shared inboxes on Scale.

Team chat

  • Company, department, client, public and private channels; DMs and groups
  • Threads, mentions, reactions, pins, files, image previews and voice notes
  • A channel per client per service; turn any message into a ticket
  • Search, and a live connection that recovers on its own

Portal Mail · Scale

  • Every person's own mailbox in the portal, seen only by them, not by admins
  • Google mailboxes shown live, or mail kept in the portal encrypted with a key per mailbox
  • Shared inboxes (billing, success, careers, people) with assign, Mine, Done and Spam
  • Spam and virus checks; senders recognised as clients, leads or candidates

Calendar

  • Everyone's Google calendar in month, week, day and agenda views
  • Colleagues see busy or free only
  • Client meetings on the client's timeline, with reminders

Notifications that respect people

  • Notifications stay in the portal; one morning summary by email
  • Repeats replace instead of stacking; "why you got this" on every alert
  • Quiet hours per person; urgent alerts capped at 3 a day

Mobile app

  • Install on Android, iPhone or desktop with an icon badge
  • Push notifications per device: important, everything or off; hide text on the lock screen
  • Encrypted end to end with no third-party service
Knowledge & tools

Your agency's know-how and tools, kept in order

Knowledge base

  • Spaces with access rules, articles with revisions and an update feed
  • Policies and holidays
  • Ask a question and get an answer that cites the articles

Tools register

  • Every paid tool your team uses with its cost and who has it
  • Requests and approvals; renewal reminders
  • Tools requested automatically when someone joins and revoked when they leave

Guided by the portal

  • A "?" on every page says what it is for
  • A setup checklist of everything the portal is missing, each with the fix one click away
  • A getting-started list for every new person
Leadership · Scale

The whole agency on one page, every Monday

Weekly summary

  • Money, clients, sales, delivery, people and AI spend against the week before
  • What needs attention first; past weeks kept

Threshold alerts

  • Cash runway, overdue invoices, a client ending, a critical escalation past its deadline, AI spend, budget overruns
  • Each told once; lines set by you

CEO view

  • The agency pulse on your home page
  • A read-only feed of tickets, hours, HR, finance and CRM for your own dashboards
Security & access · every plan

Every feature behind a permission, every sensitive field encrypted

Your data is yours: imported at the start, backed up every night, exported on request.

Sign-in

  • Invitation only, with access set before the person joins
  • Password plus a 6-digit emailed code on every sign-in
  • Lockout, password reset, sessions of 12 hours (4 hours idle)
  • Your own branded sign-in page with your guidelines

Roles and permissions

  • 114 separate permissions grouped by module, each with own, team or all scope
  • Roles plus per-person overrides; copy one person's access to another
  • "Who can do what" for any permission, and why
  • An audit log of sign-ins and changes

Data protection

  • AES-256 encryption for tax and ID numbers, bank details, private chats, mail and HR documents
  • Nightly backups, restore points before every update, a weekly encrypted off-site copy
  • Private things stay private from admins too: DMs, private channels, personal mailboxes, confidential HR cases
  • Security headers on every page; read-only API keys for automations
Pricing

Simple pricing that grows with you

Pick a plan. Each one includes some users and clients; add more one at a time. Try everything in Grow free for 15 days, no card needed. Annual billing gives you 2 months free.

Starter

Your data in one place
$29 /month
Includes 3 users and 5 clients
Then $4 per extra user, $3 per extra client
  • Google Ads, Meta, GA4 and Search Console dashboards for every client
  • Client portal with reports, approvals, files and invoices
  • Tickets, projects, recurring work, time tracking, calendar
  • Team chat and knowledge base
  • Invoices and payment tracking
  • Email support
Start with Starter
Most popular

Grow

Data plus analysis
$99 /month
Includes 5 users and 10 clients
Then $6 per extra user, $6 per extra client
  • Everything in Starter
  • Ads intelligence: change log, alerts, recommendations, creative insights
  • Agentic SEO, website health and rank tracking
  • Client health scores, lead quality, Business Success tools
  • Weekly AI insights and watchers that open tickets
  • Accounting, profitability and company health
  • $10 of AI usage included each month
Start free trial

Scale

Run the whole agency
$299 /month
Includes 15 users and 20 clients
Then $8 per extra user, $10 per extra client
  • Everything in Grow, with daily analysis
  • HR, attendance, payroll, recruitment, performance, contracts
  • CRM, proposals, email sequences and newsletter
  • Portal Mail and shared inboxes
  • Client intelligence and meeting briefs
  • AI assistant for each department, CEO weekly summary
  • $30 of AI usage included each month, priority support
Start with Scale

Work out your price

$129 /month
Grow plan (5 users, 10 clients)$99
3 extra users × $6$18
2 extra clients × $6$12

About $16.1 per person per month.

Start free trial with this plan
Free trial15 days of Grow features, no card needed
Own domain$29/month, no Brand Surge mention anywhere
Done-for-you setup$299 once: we set up and import your data
Meeting notetaker$1 per recorded hour, any plan
What's includedStarterGrowScale
Work
Tickets, projects, recurring work, templates✓✓✓
Time tracking, workload, reviews and QA✓✓✓
Team chat, calendar, knowledge base, mobile app✓✓✓
Clients
Client workspaces, terms, renewals, files✓✓✓
Dashboards from Google Ads, Meta, GA4, Search Console✓✓✓
Client portal and monthly reports✓✓✓
Health scores, lead quality, website monitoring–✓✓
Client intelligence and meeting briefs––✓
Analysis and AI
Ads intelligence and agentic SEO–WeeklyDaily
AI watchers and insights–✓✓
AI assistants per department––✓
AI usage included each month–$10$30
Company
Invoices and payments✓✓✓
Accounting, profitability, company health–✓✓
CRM, proposals, sequences, newsletter––✓
HR, attendance, payroll, recruitment, performance––✓
Portal Mail and shared inboxes––✓
CEO weekly summary and alerts––✓
Every plan
Roles and permissions, encryption, nightly backups✓✓✓
SupportEmailEmailPriority
Questions

Frequently asked questions

How does the free trial work?

You get 15 days with Grow features for up to 5 users and 5 clients, on your own data. No card is needed. The trial starts the day your portal goes live. When it ends, pick a plan and nothing you set up is lost.

What counts as a user and a client?

A user is anyone on your team who signs in. A client is a business whose accounts and data you manage in the portal. Your clients' own logins to their client portal are free and don't count as users.

Can I change plans later?

Yes, up or down at any time. Adding a user or a client is billed from the next month. Annual plans can be upgraded any time.

How long does setup take?

Most agencies are live within 7 days of a complete onboarding form. The form covers branding, entities, team, modules, data sources and migration. If you'd rather we do everything, choose done-for-you setup ($299 once).

Can you move our data from ClickUp, Slack, Hubstaff or our CRM?

Yes. Projects and tasks (open and closed), subtasks, comments, files, time entries, chat history, CRM contacts and deals, and past invoices can be imported. You can run the portal beside your old tools first or switch on one date.

Is it white-label?

Your portal carries your name, logo and colours, on your own address, with your branded sign-in page and client portal. A small "Powered by Brand Surge" footer is included; remove it entirely with the own-domain add-on.

How is AI usage charged?

Grow includes $10 and Scale includes $30 of AI usage each month. Beyond that you pay what it costs plus 30%, and you set budgets per person and a company cap so it never runs away.

Who can see our data?

Only your team, according to the roles you set. Sensitive fields are encrypted. Personal mailboxes, private chats and confidential HR cases are private even from admins. Your data is backed up nightly and exported on request.

Which platforms does it connect to?

Google Ads, Meta (Facebook and Instagram), GA4, Search Console, Google Business Profile, WordPress, Shopify, Google Workspace (mail, calendar, Drive), meeting recordings, and bank and Wise statements. More are added as we build.

Who builds and supports it?

Brand Surge, a performance marketing agency that runs its own team and clients on this portal every day. New features ship regularly, and the ones on the way are marked as coming soon inside the portal.

Get started

Try the portal on your own agency for 15 days

Answer the onboarding form and we'll set up your portal with your branding, team and data. No card needed.

Start your free trial Compare plans