PRODUCTS & VENTURES

SalesNest: one system to run an agency.

A GrapeTech-built and operated platform that brings client management, project delivery, finance and reporting into a single operating system, in place of spreadsheets, WhatsApp threads and disconnected tools.

What it demonstrates

SalesNest is the same engineering discipline behind client automation work, applied to a full internal operating system GrapeTech owns end to end.

CRM & onboarding

Lead and client management, structured onboarding, client files and service packages in one place.

Delivery

Projects, content calendar, kanban board, time tracking and team workload, so delivery work stays visible.

Finance

Invoices, payment requests, quotations, expenses, client ledger and recurring billing.

Insights

Reports, social analytics, a profit dashboard and role-based access across the whole system.

Built as modules, not one flat tool

Each area of the platform is its own module, so an agency can see everything or focus on one part of the operation.

CRM

Leads, clients, onboarding, files

Delivery

Projects, calendar, kanban, meetings

Finance

Invoices, quotations, ledger, billing

Insights

Reports, analytics, profit dashboard

System

Users, roles, backup, activity log

Need an operating system for your own business?

We can talk through what it would take to design and build one around how your team actually works.