BlokNotes for small agencies
The agency operating system that fits in one workspace
Small agencies run on the same five questions every week: what did we promise, who is doing it, are we on budget, what can we bill, and what did the client just ask for now? Answering them across six tools is where evenings go to die.
BlokNotes gives a small team one shared workspace: client companies with their full history, project boards, issues for the inevitable 'small requests', team timesheets and the invoices at the end of it all.
The problems this solves
Client history split across inboxes
When the account lead is on holiday, the client's history shouldn't be. Shared company records collect meetings, deals, issues and documents where the whole team can see them.
Scope creep nobody wrote down
Issues capture every 'can you also…' with a type, priority and follow-up date — so extras become quoted work instead of free surprises.
Billing leakage
Unbilled hours and forgotten expenses are pure margin loss. Billable timesheet entries per project roll into approved timesheets and on to invoices.
How small agencies use BlokNotes
- 1
Win the work
Track leads through your pipeline stages, log calls and emails as activities, and send branded quote PDFs straight from the opportunity.
- 2
Staff and plan
Spin up the project with budget and health tracking, break it into tasks on the kanban board, and assign teammates with due dates.
- 3
Deliver together
Meeting notes, design sketches, client feedback and files all live on the project. Mentions and notifications keep the team in sync without status meetings.
- 4
Handle the asks
Log client requests as issues with priorities and follow-up dates. Resolve, convert to quoted work, or park them — but never lose them.
- 5
Bill with confidence
Approve team timesheets, generate invoices per client with correct tax, archive the PDFs to Google Drive and track what's outstanding.
Features small agencies lean on
Team workspaces
Invite your team with owner, editor and reader roles — and switch between workspaces.
Learn moreCRM & sales pipeline
Companies, contacts, deals and a visual pipeline — without leaving your notes.
Learn moreProjects & tasks
Plan projects, track tasks on boards, and keep every decision linked to its notes.
Learn moreIssue tracking
Track client questions, requests and problems with priorities and follow-ups.
Learn moreTimesheets
Track billable hours per project and turn them into clean, client-ready PDFs.
Learn moreQuotes & invoices
Tax-ready quotes and invoices with branded PDFs, payments and overdue tracking.
Learn moreQuestions from this corner of the world
How do roles work for an agency team?
Owners manage the workspace and billing, editors do the daily work, and readers — clients, freelancers, your accountant — see without touching.
Can we invoice from multiple legal entities?
Yes — a workspace can hold multiple companies, each with its own details, numbering and branding for quotes and invoices.
Can clients submit requests directly?
You can log requests as issues during calls, or collect them via CMS forms on your website that land in the workspace.
Join other small agencies on BlokNotes
Free during the public beta — every feature, no usage limits, no credit card.