Everything Your Agency Needs.
Nothing It Doesn't.
Stop paying for 10 different tools that don't talk to each other. Cladia gives you a unified platform where everything just works together.
Task Management
Basecamp-style task pages with Kanban boards, calendar views, and powerful organization tools.
- Kanban board with drag-and-drop between columns
- Calendar view showing tasks by due date
- Standalone task detail pages (Basecamp-style)
- ETA tracking for time planning before work starts
- Move tasks between clients instantly
- Rich text descriptions with comments & attachments
- Custom status & priority configurations
- Activity timeline tracking all changes
Client Management & CRM
A powerful CRM built for agencies with full deal pipeline, resource management, and instant link sharing.
- Deal pipeline with drag-and-drop stages
- Contact management with activity timeline
- Client resource library (Drive, Figma, Docs, etc.)
- One-click copy resource links for team sharing
- Client portals with project visibility
- Automated onboarding workflows
- Client health scoring & insights
- Document management per client
Time Tracking
Effortless time tracking that connects directly to projects, tasks, and billing.
- One-click timer start/stop
- Manual time entry with bulk editing
- Timesheet views: daily, weekly, monthly
- Billable vs non-billable tracking
- Overtime detection and alerts
- Team timesheets for managers
- Calendar integration
- Mobile app support
AI Content Calendar & Social
Generate entire monthly content calendars powered by AI. Brand-aware, multi-platform, with AI rewriting, tone of voice suggestions, and production-ready creative prompts.
- AI-generated monthly content calendars
- Multi-platform: Instagram, TikTok, LinkedIn, Facebook, X
- Brand Profile-aware generation (tone, audience, pillars)
- AI Rewrite with feedback — refine any post with natural language instructions
- AI Tone of Voice suggestions — get 3 TOV options per post with sample copy
- Instagram grid preview with 3:4 portrait aspect ratio
- AI creative prompts per post (Midjourney/DALL-E/Runway ready)
- Post approval workflow with reject & revise notes
- Export to Google Sheets or CSV
Brand Profiles
Define each client's brand DNA and let AI learn from your feedback to improve content quality over time.
- Tone of voice, positioning & brand personality
- Target audience & content pillars
- Visual style guidelines
- Hashtag group management
- Custom Knowledge Blocks (menus, products, services)
- Brand Memory — AI learns from approved/rejected content
- Do-not-mention topics & guardrails
- Industry & niche classification
Lead Qualifier & Proposals
Score leads with AI, build proposals with AI Brief Understanding, and track deals through your pipeline from first touch to signed contract.
- AI-powered lead qualification scoring
- AI Brief Understanding — extracts requirements from client docs
- Proposal builder with customizable templates
- CRM pipeline with deal stages
- Client onboarding workflows
- Conversion tracking & analytics
- Custom qualification criteria
- Export proposals & reports to CSV or Google Sheets
Finance & Invoicing
Track every dollar. Real-time profitability by client, project, or team member.
- Real-time profitability by client, project, and team member
- Track all project expenses with invoice numbers
- Revenue breakdowns across your agency
- Cost tracking and margin analysis
- Sales commission schemes with configurable targets
- Financial overview dashboard
Daily Standups & Notes
Keep your team aligned with daily standups, rich notes, and @mention collaboration tied to clients and projects.
- Daily standup submissions per team member
- Manager review dashboard
- Rich text notes with @mention support
- Notes linked to clients and projects
- Activity timeline tracking all changes
- Team collaboration features
- Calendar integration for scheduling
- Archive & search across all notes
HR & Team Management
A complete HR dashboard with role-based access, team assignments, timesheets, and bookings.
- HR dashboard with team overview
- Role-based access control (Super Admin, Admin, Member)
- Client-team member assignments
- Team timesheet management
- Leave & PTO tracking
- Bookings & scheduling system
- Multi-agency support
- Utilization & performance metrics
Reporting & Analytics
Make data-driven decisions with real-time insights across your agency.
- Real-time dashboards
- Custom report builder
- Team productivity metrics
- Client profitability analysis
- Project health indicators
- Utilization trends
- Revenue breakdowns
- Exportable reports
SEO & AEO
A complete search visibility stack — traditional SEO audits with AI-generated fixes, plus AEO (Answer Engine Optimization) to ensure your clients appear in ChatGPT, Perplexity, and Google AI Overviews. The full picture: where you rank today, and where AI says you are tomorrow.
- Import from Screaming Frog, Ubersuggest, and Ahrefs
- PageSpeed Insights integration — run audits per page
- AI-generated SEO fixes with approval workflow
- Keyword tracking with volume, difficulty, CPC, and rank
- Competitor domain tracking for benchmarking
- AI-powered comprehensive audit reports
- Full fix lifecycle: Identified → Proposed → Approved → Implemented → Verified
- AEO: AI answer engine visibility — ChatGPT, Perplexity, Google AI Overviews
- AEO: Question-based content optimization & featured snippet targeting
- AEO: Voice search optimization & schema markup recommendations
- AEO: Competitor answer analysis & AI-generated optimization suggestions
Media Hub
A centralized media library for every client with Instagram grid previews and cloud storage.
- Centralized media library per client
- Instagram grid preview with drag-and-drop reorder
- Images, videos, GIFs, and SVGs supported
- Cloudflare R2 cloud storage
- Upload directly to content posts
- Archive system for organizing assets
- Inline media previews across the platform
- Up to 100MB per file
Communications Hub
All client and team messages in one place. Auto-ingests WhatsApp, Gmail, and email — then uses AI to classify, prioritize, and draft replies.
- Unified inbox for WhatsApp, Gmail, and email
- AI-powered message classification and prioritization
- Auto-draft replies based on context and history
- Severity-based alerts for urgent client messages
- Channel-based organization per client and project
AI Chat
Built-in AI chat with Claude and ChatGPT. Conversations, folders, attachments — your team's AI copilot, right inside the platform.
- AI chat with Claude and ChatGPT model selection
- Organize conversations in folders per client or project
- File attachments and context sharing
- Rich text messages with code blocks and formatting
- Persistent chat history across sessions
Booking System
A full Calendly-style scheduling platform built into the OS. Custom meeting types, team availability, round-robin assignment, and auto-generated Zoom and Google Meet links.
- Configurable meeting types with custom durations and buffers
- Team availability management with weekly schedules and overrides
- Round-robin and any-available assignment rules
- Auto-generated Zoom and Google Meet links
- Custom intake forms and rescheduling with notifications
AI Creator Studio
A standalone product for AI-powered creation. Generate videos, images, audio, and lipsync from 40+ models — Seedance, Veo, Midjourney, ElevenLabs, and more. Editorial-grade output, 4K resolution, native audio, all from one canvas.
- 40+ AI models for video, image, audio, and lipsync generation
- Smart model router — auto-picks the best model by quality and cost
- Image-to-image generation with reference uploads and brand locks
- Text-to-Speech with ElevenLabs — 13 languages, multiple voices
- AI Lip-Sync — sync audio to any face or video
- AI Talents — virtual brand ambassadors with consistent visual DNA
- 4-step prompt pipeline — optimized prompts from visual description
- 4K resolution, 24fps native audio, infinite retention
CDP — Customer Data Platform
A full Segment-grade Customer Data Platform built into your agency stack. Track customer events, build unified profiles with identity resolution, create rule-based audiences, trigger automated journeys, send emails, personalize experiences, and sync data to any destination — all per client with complete multi-tenant isolation.
- JS tracking snippet — drop one line of code, track every customer interaction
- Real-time event streaming with live event monitor
- Unified customer profiles with automatic identity resolution
- Computed traits — LTV, session count, last seen, total spend
- Audience builder — rule-based segments with AND/OR conditions
- Auto-recomputing audiences — always up to date as data arrives
- Customer journey automation — multi-step flows with delays and conditions
- Email templates and triggered email sending with open/click tracking
- On-site personalization — show different content based on audience membership
- Destinations & sync — webhook-based, with full sync logs
- Tracking plans — define and enforce your event schema
- CDP Cleanup & Journey Tick cron jobs for background processing
Ready to See It in Action?
Request early access and we'll give you a personalized demo of how Cladia can transform your agency operations.