Crafted for client
service
excellence

Track tasks, keep clients in the loop with approvals, and manage trackable time. Sketchnote is the perfect springboard to increase client base and drive profitability.

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Work together, from anywhere

With remote teams becoming the norm, Sketchnote's platform is ready to serve your needs, no matter where you are in the world. Help make smoother team-wide communication, collaboration, tracking and management a reality for your team

How Sketchnote helps agencies

Make short work of approvals

Expedite decision-making by centralizing approval workflows, ensuring quick reviews, and minimizing delays. Collaborate with clients and team members seamlessly with clients and team members to keep your projects moving forward efficiently.

Make short work of approvals

Never miss billable time

Capture every moment of billable work quickly, whether it's client meetings, project tasks, or administrative work. Never miss a billable minute again, ensuring accurate and transparent invoicing that reflects the true value of your agency's services.

Optimize profitability

Gain insights into project performance, resource allocation, and overall business health with Sketchnote's advance analytics. Clear bottlenecks and optimize your strategies to enhance profitability. Sketchnote puts you in control, helping your agency thrive in a competitive landscape.

What Our Users Say - TechOS X Webflow Template

Miles Ronson

@Milesroh

Nisi tempor enim vel habitant ut facilisis sit eulacinia augue malesuada venenatis nibh integer nec adipiscing vulputate lobortis.

Twitter - TechOS X Webflow Template
What Our Users Say - TechOS X Webflow Template

Miles Ronson

@Milesroh

Nisi tempor enim vel habitant ut facilisis sit eulacinia augue malesuada venenatis nibh integer nec adipiscing vulputate lobortis.

Twitter - TechOS X Webflow Template
What Our Users Say - TechOS X Webflow Template

Miles Ronson

@Milesroh

Nisi tempor enim vel habitant ut facilisis sit eulacinia augue malesuada venenatis nibh integer nec adipiscing vulputate lobortis.

Twitter - TechOS X Webflow Template
What Our Users Say - TechOS X Webflow Template

Miles Ronson

@Milesroh

Nisi tempor enim vel habitant ut facilisis sit eulacinia augue malesuada venenatis nibh integer nec adipiscing vulputate lobortis.

Twitter - TechOS X Webflow Template

Tools for the modern agency

Automation

Pick from Sketchnote's library of existing automation to reduce repetitive work and take the labor out of working. Have your workflows running on autopilot while your team concentrates on bigger tasks at hand.

Collaboration

Work together with your team and clients to build projects for the future. From shareable files to read-only views, work together with real-time updates.

Templates

With 100+ workflows and other agency-inspired templates, make short work of starting new projects. Find templates across boards, onboarding forms and documents for your use case—or create your own to reuse, forever!

Timesheets and analytics

Leverage Sketchnote's time tracking and analytics to meticulously monitor every minute dedicated to clients and specific tasks. Gain valuable insights into workload planning, burn-up and burn-down data, and obtain detailed information on all activities within your agency for informed decision-making

Resource management

Efficiently allocate and monitor your team's workload with features like task assignments, and real-time progress tracking. Empower your agency to optimize resource utilization, ensuring projects are completed on time and within budget!

Report generation

By offering comprehensive insights and data visualization tools, Sketchnote simplifies informative report generation. Whether it's project performance metrics, resource utilization, or financial summaries, Sketchnote's analytics capabilities provide valuable information for informed decision-making

Client connect

Say goodbye to endless trail mails and mobile texts with clients. Cut the back and forth by adding them to your workspace, track approvals, update tasks, and stay on top of projects in one integrated space.

Unlimited workspace

As many spaces as you need! Create one for each client and find all your important projects in one centralized place. Create tasks and share information with teams and clients.

Real-time collaboration

Get your working team on the same page with real-time updates on data and comments. Chat with your team on files, instantly, and cut out the need for third-party apps to collaborate.

Deadlines

Effortlessly manage deadlines with Sketchnote's centralized task management, providing a clear overview of all your pending tasks in one convenient location. With the upcoming deadline widget, ensure you never miss a crucial date again!

Multiple views

Sketchnote offers versatile task management with multiple views, including List, Kanban, Calendar, and Gantt charts, providing flexibility tailored to your preferred workflow. Additionally, access specialized views such as Document, Forms, SCRUM, and AI QueryBot, ensuring a comprehensive and customizable experience to meet your diverse project needs!

Client approvals

Ensure a seamless workflow from task inception to the final product with Sketchnote, where client reviews and approvals are integrated at each stage. Bid farewell to overlooked tasks as Sketchnote keeps everything in check.

How our customers are using Sketchnote

"Sketchnote is one of the most intuitive platforms I’ve used to manage my tasks and documents (and I’ve used a LOT of them!) From the time I logged onto the platform, it was really easy for me to get started as the product doesn’t need any learning curve. We run sales on Sketchnote that includes the end-to-end process from prospecting a new customer to obtaining a go/ no-go decision. I personally love the Kanban boards feature as it lets us organize and manage all our prospects really well."
Ronak Massand
Co-founder, Adaptive
"Sketchnote has made team collaboration much easier—now all my team members are on the same page. It has also lowered our software cost compared to buying multiple productivity tools separately. I love that we don’t have to jump around different files or file types, and that makes the creative process much smoother."
Kashyap Purani
Co-founder and CEO, Aarogram

Say goodbye to a million tools

Files not intuitive enough
a ton of un-read threads
yet another app for brainstorming
hundreds of documents
tasks, tasks & more tasks!