Built for agencies
Every client.
One place.
Allyos gives your agency a single workspace for every account, contact, and conversation, with an AI co-pilot that knows each client's history as well as you do.
Sound familiar?
You're managing clients in five different tools.
One client in a spreadsheet, another in HubSpot, a third in your inbox. Context is everywhere and nowhere. Your team wastes hours just finding the right information.
Every handoff loses something.
When an account manager leaves or a client moves to a new team member, the relationship history goes with them. The new person starts from zero.
Upsells die because nobody remembered.
A client mentioned they'd need extra support in Q3. Nobody logged it. Q3 came and went. The conversation never happened.
One workspace, every client
All your accounts. Organised the way you think.
Build separate objects for clients, projects, contacts, and retainers. Allyos shapes itself around your agency structure, not the other way around. Every client gets their own view, their own pipeline, their own timeline.
- Custom objects per client type or service line
- Separate pipelines for new business and retainers
- Full account history visible to everyone on the team
BlueCrest Media
Retainer · £8,500/mo
Email · Today
"Can we add social to the scope?"
Monthly review · Last week
Q3 results, notes attached
WhatsApp · 2 weeks ago
"Loved the campaign deck"
AI that knows your accounts
An assistant briefed on every client, not just your calendar.
Give Ally account-level rules: renewal dates, upsell triggers, key contacts to watch. It flags when a client has gone quiet, surfaces upsell opportunities you mentioned three months ago, and drafts the update email so your AM doesn't have to.
- Flags clients who haven't heard from you in 14+ days
- Surfaces logged upsell notes before renewal calls
- Drafts client updates in your agency's voice
BlueCrest's retainer renews in 18 days. Their last review went well but they mentioned scope expansion. You haven't followed up on that yet.
Want me to draft a renewal email that includes the social media proposal?
No more knowledge loss
When someone leaves, the relationship stays.
Every email, call, and WhatsApp is logged against the account, not against the person who sent it. A new account manager opens the client record and sees everything: the full history, the notes, the last conversation. They walk into the next call ready.
- All touchpoints logged to the account, not the individual
- Meeting notes and call summaries in one place
- New teammates up to speed in minutes, not weeks
Account handoff · BlueCrest Media
Nina Park
New Account Manager
How agencies use it
From first pitch to long-term retainer.
Prospect comes in via LinkedIn
Your team imports them with one click from the Chrome Extension. They land in the new business pipeline, enriched and duplicate-checked.
Every conversation is captured
Emails, calls, WhatsApp messages, all logged to the contact automatically. The pitch deck, the pricing call, the verbal yes. All of it, in one place.
They sign. Ally takes over admin
The deal moves to the retainer pipeline. Ally sets renewal reminders, flags when the client goes quiet, and prompts your AM before every review.
Upsells happen naturally
Ally surfaces the upsell notes your team logged six months ago, right before the renewal call. No scrambling. No missed opportunities.
1 place
For every client, contact, and deal
Zero
Onboarding calls needed to get started
3-tier
AI rules scoped to each account
Your clients deserve better than a shared spreadsheet.
No six-month implementation. No per-seat pricing that punishes growth. Just your accounts, your team, and an AI that keeps everyone briefed.
Get a demo