01
Client + project + contract in one place
Each client has a unified record: deals in CRM, signed contracts in Notes, invoices in Finance, and the inbox thread that started it all, searchable from one workspace.
For boutique agencys
Boutique agencys
don't need eight tabs.
If you run a boutique agency, your operations live in a different tool for every step: time-tracking in one, invoicing in another, contracts in a third, client comms in Gmail or Slack. ThorStack collapses that into one per-tenant workspace where projects, contracts, invoices, and client updates share the same data fabric.
Today
What's eating your week.
- ✕Project, time, and invoice data don't speak to each other.
- ✕Contracts and signed SOWs live in a folder no one searches.
- ✕Client status updates depend on whoever happens to remember.
- ✕Margins are guessed at month-end, not visible week-to-week.
- ✕Onboarding a new account manager takes weeks because the context is scattered.
With ThorStack
The operational layer
runs itself.
02
Auto-generated client status updates
The Communications agent drafts a weekly client digest from the actual work that happened, not from someone's memory of it.
03
Margin and utilization in real time
Time tracked against project entities surfaces margin and utilization weekly. The Finance agent flags projects that are slipping below target margin.
04
Invoice and tax automation
Recurring retainer invoicing, milestone billing, and expense pass-through. Multi-currency for international clients; tax compliance for US, UK, Canada, and Nigeria.
05
Onboarding new team members
Notes serve as the agency's runbook, searchable from CRM, projects, and tasks. New ICs come up the curve in days instead of weeks.
What it's worth
Run leaner, spend less,
earn more.
Operational efficiency
Client, project, contract, and invoice live on one record, and Notes is the searchable runbook — a new account manager is productive in days, not weeks.
Cost savings
One workspace replaces separate CRM, time-tracking, contract, and accounting tools; Legal & Contracts and Finance are built in.
Revenue growth
Real-time margin and utilization show which clients deserve more of your time, so you grow the profitable accounts on purpose.
Modules
- CRM
- Finance
- Tasks
- Notes
- Legal & Contracts
- Meeting Notes
- Connected Drives
- AI Operations
Replaces
- HubSpot or Pipedrive (CRM)
- QuickBooks or Xero (accounting)
- Harvest or Toggl (time tracking)
- DocuSign + a folder (contracts)
- Notion (knowledge base)
“We onboarded a new account manager in four days. With our old stack that was four weeks of context-gathering across six tools.”
Dele Okafor · Operations Lead, Helvetia
Built for other lean teams too
ThorStack for e-commerce operators→ThorStack for solo saas founders→ThorStack for multi-brand retailers→ThorStack for in-house counsels→ThorStack for hospitality operators→ThorStack for boutique accounting firms→ThorStack for dtc brand operators→ThorStack for b2b saas demand-gen marketers→ThorStack for content publishers→ThorStack for online course creators→ThorStack for real estate agencys→
Start your transformation
with a 30-minute call.
Tell us how you work today, and we'll show you your starter pack: the tools, the agents, and what you'd save. No commitment needed.