K
Customer story
Marketing agency · 6 people
How Kettle & Fox Agency 38 hours saved per month
38 hrs
Saved per month on admin
5x
More clients per agency seat
0
Lost invoices
"Multi-organization is the killer feature for agencies. Each client lives in its own clean workspace; we still see everything."
— Marcus Wei, Founder, Kettle & Fox Agency
A six-person creative shop running 22 retainers. AutomatticCRM's multi-org architecture gives each client a clean tenant; the agency team flips between them in one click. Invoices are generated from won deals; AI drafts the monthly retainer status email per client.
Tools replaced
- Notion-as-CRM
- Wave (invoicing)
- Trello