Every handoff creates another chance to lose context.
The details that won the client should not get lost between sales, delivery, and account management.
Scope, notes and decisions travel with the client.Built for B2B service agencies · one connected operating systemSee the client journey
Agency Operating System for end-to-end agency operations.
You won the client. Now lose the handoffs, disconnected tools, and subscription sprawl. Bring sales, delivery, team collaboration, and client work into one connected system.
Built for B2B agenciesConnected client lifecycleDesigned for operators
app.grapevineworkplace.com/crm
●●Grapevine
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Create deal
AllLeadsOpportunitiesCustomersSearch deals...
$38.7kPipeline
$12.2kClosed won
32%Win rate
6Active
LEAD2
Northfield Creative
$7.5k
Brand refresh
NOOct 7
Mariner Studio
$4.8k
Digital launch
MAOct 8
QUALIFIED1
Arcwell Partners
$6.2k
Operations advisory
AROct 8
PROPOSAL2
Copperline Agency
$3.4k
Content program
COOct 9
Summit Creative
$8.1k
Website redesign
SUOct 10
NEGOTIATION1
Brightpath Media
$2.7k
Quarterly campaigns
BROct 10
WON1
Maplepoint Co.
$12.2k
Annual engagement
MAOct 11
●●Grapevine
WORK
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Project delivery Workspace
Add task
Bluebird Website LaunchListBoardGantt
All status⌄All tasks⌄All owners⌄
Backlog3
Finalize creative brief
JDOct 8
Review image concepts
ASOct 9
Confirm client approvals
KLOct 10
In Progress2
Design landing page
ASOct 9
Build client dashboard
KLOct 10
Review2
Brand asset review
KLOct 10
Client content signoff
RBOct 11
Completed3
Discovery workshop
RBOct 11
Project kickoff
JDOct 12
Scope approval
ASOct 13
BWBluebird Wellness Portal
Home Projects Meetings Resources UpdatesCLIENT WORKSPACE
Welcome back, Bluebird.
Your projects, updates, and people in one place.
Progress
68%
Projects
2
Meetings
3
Resources
12
Active project
Website & brand refresh
Strategy → Design → Build → Launch
68% complete
Latest updates
Concepts approved
Kickoff notes added
Timeline confirmed
CRM & pipelineContracts & scopeProjects & deliveryMeetings & notesKnowledge & filesClient portalsTeam operationsClient onboardingCRM & pipelineContracts & scopeProjects & deliveryMeetings & notesKnowledge & filesClient portalsTeam operationsClient onboarding
The problem
Disconnected tools quietly drain margin.
The monthly bills are visible. The lost context, repeated work, and extra coordination rarely are.
CRMDeal closed
ContractsScope signed
ProjectsWork begins
NotesDecisions made
Client emailUpdates sent
Five tools. Every handoff is a place where context can disappear.
Five tools. Five bills. Still no complete picture.
Software subscriptions are only part of the cost. Someone also has to move the information between them.
One workspace replaces the moving between tools.A signed contract is not an operational plan.
When agreements and execution live apart, teams spend time rebuilding scope and chasing decisions.
The signed agreement becomes the delivery plan.You cannot fix the work you cannot see.
Owners and operators need a clear view of commitments, progress, and client relationships.
Commitments, progress and relationships in one view.The problem isn't that your agency uses software. It's that your software doesn't operate like one system.
See a connected way to workOne connected operating system
From first conversation to long-term client success.
The work changes hands. The context shouldn't have to start over every time.
●●Grapevine
WORK
Home
Workspaces
Projects
Knowledge
Drive
Chat
Meetings
CRM
Contracts
JD Demo workspace
CRM Pipeline Workspace
Create deal
AllLeadsOpportunitiesCustomersSearch deals...
$38.7kPipeline
$12.2kClosed won
32%Win rate
6Active
LEAD2
Northfield Creative
$7.5k
Brand refresh
NOOct 7
Mariner Studio
$4.8k
Digital launch
MAOct 8
QUALIFIED1
Arcwell Partners
$6.2k
Operations advisory
AROct 8
PROPOSAL2
Copperline Agency
$3.4k
Content program
COOct 9
Summit Creative
$8.1k
Website redesign
SUOct 10
NEGOTIATION1
Brightpath Media
$2.7k
Quarterly campaigns
BROct 10
WON1
Maplepoint Co.
$12.2k
Annual engagement
MAOct 11
Arrives withThe first conversationLeaves withClient record
Less time rebuilding context.More time delivering the work.
Explore the workflowThe platform
Everything connected.
Nothing lost in between.
Explore a complete client journey. Each illustration is modeled on the Grapevine interface and uses fictional demo data.
01SALES, CONNECTED
Win the client. Keep the context.
The relationship should not disappear the moment a deal closes. Give your team a more connected path from opportunity to delivery.
- Track opportunities in a visual pipeline
- Keep client information close to project work
- Make handoffs clearer before delivery begins
Visual pipelineClient recordsHandoff notes
Explore crm & pipeline ●●Grapevine
WORK
Home
Workspaces
Projects
Knowledge
Drive
Chat
Meetings
CRM
Contracts
JD Demo workspace
CRM Pipeline Workspace
Create deal
AllLeadsOpportunitiesCustomersSearch deals...
$38.7kPipeline
$12.2kClosed won
32%Win rate
6Active
LEAD2
Northfield Creative
$7.5k
Brand refresh
NOOct 7
Mariner Studio
$4.8k
Digital launch
MAOct 8
QUALIFIED1
Arcwell Partners
$6.2k
Operations advisory
AROct 8
PROPOSAL2
Copperline Agency
$3.4k
Content program
COOct 9
Summit Creative
$8.1k
Website redesign
SUOct 10
NEGOTIATION1
Brightpath Media
$2.7k
Quarterly campaigns
BROct 10
WON1
Maplepoint Co.
$12.2k
Annual engagement
MAOct 11
CRM & PIPELINEConnected to the client record
CRM & PIPELINEIllustrative interface · Fictional demo data
02MAKE EVERY AGREEMENT COUNT
What you promised should shape what you deliver.
Your contract is not just a document to sign. It is the starting point for the work ahead. Keep scope and client agreements connected to the engagement.
- Create and manage client agreements
- Keep agreed scope accessible to delivery teams
- Work toward fewer manual sales-to-project handoffs
AgreementsScopeApprovals
Explore contracts & sows ●●Grapevine
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Document previewActivitySend for signature
northfield
SOWCreative studio
Website & brand refresh
Statement of Work · October 2026
Agency
Northfield Creative
Creative Services Division
Client
Bluebird Wellness
Marketing team
Project overview
Strategy, design and implementation of a new digital experience. Scope includes discovery, design, content, and launch support.
Scope and deliverablesAmount
Discovery & strategy$2,000
Website experience$4,500
Launch support$1,500
Status
Awaiting signature
Client
Bluebird Wellness
Project total
$8,000
Issue date
Oct 2, 2026
CONTRACTS & SOWSConnected to the client record
CONTRACTS & SOWSIllustrative interface · Fictional demo data
03A CLEARER WAY TO DELIVER
Know what is moving. And what is not.
Growing agencies cannot afford to manage every project through status meetings and scattered updates. Create clarity around the work, its owners, and next steps.
- Organize tasks, projects, and ownership
- Work with board and project views
- Keep delivery information together
Boards & viewsOwnersStatus
Explore projects & delivery ●●Grapevine
WORK
Home
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Projects
Knowledge
Drive
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Meetings
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JD Demo workspace
Project delivery Workspace
Add task
Bluebird Website LaunchListBoardGantt
All status⌄All tasks⌄All owners⌄
Backlog3
Finalize creative brief
JDOct 8
Review image concepts
ASOct 9
Confirm client approvals
KLOct 10
In Progress2
Design landing page
ASOct 9
Build client dashboard
KLOct 10
Review2
Brand asset review
KLOct 10
Client content signoff
RBOct 11
Completed3
Discovery workshop
RBOct 11
Project kickoff
JDOct 12
Scope approval
ASOct 13
PROJECTS & DELIVERYConnected to the client record
PROJECTS & DELIVERYIllustrative interface · Fictional demo data
04TURN TALK INTO PROGRESS
Great client conversations deserve a longer shelf life.
Meeting notes are only valuable when the right people can find them and use them. Keep conversations and relevant context closer to the work they affect.
- Meeting and recording experience
- Keep notes and meeting context accessible
- Reduce the need to reconstruct decisions
NotesRecordingsDecisions
Explore meetings & context ●●Grapevine
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Meetings Workspace
Meeting
ListOverviewActivityUpcoming 5
⌕ Search meetings...
Client discovery
Oct 8, 10:00 AM · 45 min
ASRB
Creative review
Oct 9, 1:30 PM · 60 min
ASRB
Project planning
Oct 12, 2:00 PM · 30 min
ASRB
Weekly agency sync
Oct 14, 11:00 AM · 45 min
ASRB
Client discovery
Oct 8, 2026 · 10:00 AM · 4 attendees
OverviewNotesRecordingIntelligence
Meeting recording
▶
✦ Meeting summary
Discussed timeline, goals, deliverables, and next steps for a new client engagement.
Next: Confirm scope and schedule kickoff.
MEETINGS & CONTEXTConnected to the client record
MEETINGS & CONTEXTIllustrative interface · Fictional demo data
05A MORE POLISHED CLIENT EXPERIENCE
Give every client a front-row seat.
Stop making clients piece together progress from emails and attachments. Provide a dedicated destination for project updates, shared resources, and collaboration.
- A dedicated client-facing workspace
- Share relevant progress and documents
- Separate client access from internal operations
Client workspaceShared updatesPermissions
Explore client portals BWBluebird Wellness Portal
Home Projects Meetings Resources UpdatesCLIENT WORKSPACE
Welcome back, Bluebird.
Your projects, updates, and people in one place.
Progress
68%
Projects
2
Meetings
3
Resources
12
Active project
Website & brand refresh
Strategy → Design → Build → Launch
68% complete
Latest updates
Concepts approved
Kickoff notes added
Timeline confirmed
CLIENT PORTALSConnected to the client record
CLIENT PORTALSIllustrative interface · Fictional demo data
06CONTEXT WITHOUT THE SEARCH
One less place for important work to disappear.
Bring documents and shared information into the same operating environment as your projects and client work. Less time hunting. More time moving.
- Organize shared notes and documents
- Keep useful client resources accessible
- Spend less time switching between tools
DocumentsNotesResources
Explore files & knowledge ●●Grapevine
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⌕ Search documents, contracts and files...
All 18Files 7Notes 5Forms 3Contracts 3
Recommended for you
Creative brief
Document
Brand assets
Files
Launch checklist
Note
NameTypeProjectModified
Website strategyNoteBluebird1d ago
Creative brief.pdfFileBluebird2d ago
Brand assets.zipFileBluebird3d ago
Client SOWContractBluebird4d ago
Launch checklistNoteBluebird5d ago
FILES & KNOWLEDGEConnected to the client record
FILES & KNOWLEDGEIllustrative interface · Fictional demo data
For the people running the business
Your agency should run as one.
Not more dashboards. A clearer way to connect the work behind the client experience.
FOR THE OWNER
Protect the margin
Examine redundant subscriptions and the operational effort hidden between them.
01FOR THE OPERATOR
See the bigger picture
Connect client commitments, team progress, and relevant information across the engagement.
02FOR THE CLIENT LEAD
Give clients confidence
Create a more coordinated experience from the initial agreement through ongoing delivery.
03The practical questions
Before you add another tool.
A demo is about your workflow, not an endless feature tour.
30 minutes, your workflow
Bring your current handoffs and software stack. We will show where Grapevine connects the work.
Book a walkthroughGrapevine connects client relationships, contracts, project delivery, team context, and client-facing collaboration instead of treating project tasks as the whole business.
See the difference for yourself
A more connected agency.
A clearer way to grow.
Bring us your current handoffs and software stack. We'll show where Grapevine can connect the work, and where it may not be the right fit.
- A look at your current handoffs
- A walk through the connected client journey
- An honest view of where Grapevine fits
Book your walkthrough
A conversation about your agency.