Agency / Consulting / Creative
The Agency base is the pipeline-led setup for businesses that win work through deals and deliver it as projects: marketing and web agencies, consultants, and creative studios. It’s the default base, and the foundation that Legal, Real Estate, and Education build on too.
Who this is for
Section titled “Who this is for”| Vertical | What changes from the base |
|---|---|
| Agency | Base wording — Client, Deal, Project. Adds UTM, Widgets, Preview Sites, and the Pixel to the nav. |
| Consulting | A Project is an Engagement; a Deal is a Proposal. |
| Creative | Base wording, with UTM and Analytics in the nav. |
| Education | A Client is a Student, a Project is a Course, a Deal is an Enrollment. |
Legal and Real Estate also run on this base — see Legal & Real Estate.
Your navigation
Section titled “Your navigation”An Agency account’s sidebar leads with the pipeline and the work behind it:
- Dashboard — open deals, unpaid invoices, active clients
- Pipeline — your deal stages, drag-and-drop
- Clients — every contact and account
- Estimates and Invoices
- Projects — the work you’ve won, tracked to delivery
- Tickets — support items
- Activity — the audit feed
- Analytics — cross-brand visit and top-pages data
The full Agency vertical also surfaces UTM tracking, Widgets, Preview Sites, and the visit-tracking Pixel — the tools an agency uses to capture and attribute leads from the sites it builds.
Your dashboard
Section titled “Your dashboard”The Agency dashboard leads with today’s appointments, then three headline tiles:
- Open deals — count, with total pipeline value
- Unpaid invoices — outstanding dollar amount and how many are sent
- Active clients — total accounts
Quick links jump you straight to Pipeline, Clients, and Tickets.
How a typical flow runs
Section titled “How a typical flow runs”- A lead comes in (from a lead-capture widget, the inbox, or manual entry) and lands in Clients.
- You open a deal for it and move it through your pipeline stages.
- You send an estimate; the client accepts it on a public quote link.
- Won work becomes a project you track to delivery.
- You bill with an invoice and a Stripe payment link.
- Post-launch support runs through tickets.
Throughout, UTM links attribute each lead to the campaign that produced it, and Analytics rolls visit data up across every brand site you run.
Agencies reselling VertaFlow
Section titled “Agencies reselling VertaFlow”The Agency base is also the reseller base. From an Agency account you can preview every other vertical’s skin (Settings → Skins) and manage widgets across many client sites from one place. See How verticals work for the preview rules.