Agency management software that keeps the whole business in one place

Most agencies arrive at a dedicated system after a few years of stitching tools together: a CRM for the pipeline, a project tool for delivery, a shared mailbox, a calendar, a folder of proposal templates and an accounting package for invoices. Each tool is reasonable on its own. The cost appears between them, when a scope change discussed in email never reaches the project plan, or approved time is never billed.

Agency management software earns its place when it removes those gaps rather than adding another place to look. In Tamaam a client record holds its projects, people, conversations, documents and invoices, so the facts a decision depends on are already beside it.

• Leads and deals instead of a separate sales CRM
• Projects and tasks instead of a disconnected project tool
• A shared inbox where client threads sit next to the work
• Documents, proposals and agreements linked to the deal or project
• Invoices, time and profitability read from the same records

In a team of many people, the CEO and the account managers rarely need every detail. They need the answer first: is this client healthy, is this project on track, is anything owed? A Tamaam client opens with the relationship, the current work and the financial picture together, calling out late payments, unbilled time and projects at risk.

A project opens with its brief, dates, contract, collections and forecast. When a handoff, a payment or a scope decision needs attention, the reason appears beside the work it affects, and the records behind it are one click away.

Tamaam is priced a member and built for teams from the start. Invite your team, give each person a role, assign work, share views and hand work over with mentions. Shared inboxes give each kind of client work its own address and members, and internal notes stay inside the workspace.

Tasks can be read as a list, a board, a timeline, a calendar or the team's week, so a project lead can see how the work fits together and who has room. On the Agency plan, capacity ahead and Nefer's suggestions to rebalance help you plan work across projects before someone is overloaded.

Contract value, invoices, collections, approved time and the margin forecast are part of the project record. Finance brings invoices, transactions, time and project margins together, so you can see what is owed, what is ready to bill and which work actually earns.

On the Agency plan, reports across the whole business and profitability and forecasts by client and project help leadership read the agency as a whole, with the work behind every number still reachable.

Nefer is Tamaam's AI teammate. She notices what needs attention across your records, explains why, and prepares the next step: a follow-up, a reminder, a task or a draft. Every suggestion shows the evidence behind it, with a link to each source.

Anything that reaches a client or touches your money waits for your approval, and you can edit or dismiss every suggestion. Nefer works only inside your own workspace.

Changing systems is a project of its own. Start with the records you use every day, your clients, open projects and active deals, and agree who owns each part of the move. The Agency plan includes priority help and a guided move from Zoho, ClickUp or Trello.

Tamaam is in early access: request access and we will invite you as places open. Founding members pay 30% less a month for their first year on Pro and Agency.