OnBrio
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For Marketing Agencies

Run your marketing agency without the admin chaos.

Client onboarding to campaign delivery to invoice paid: in one workspace. No more losing hours to tool switching. Built for agencies like yours.

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The problems every marketing agencies knows.

Campaign setup takes hours

Setting up a new campaign client means duplicating spreadsheets, creating Slack channels, setting up Asana projects, sending DocuSign contracts, and emailing Dropbox links. Every time.

Reporting is manual

You spend 3 hours every month pulling data from Meta, Google, and your project tool into a client report. That's 36 hours a year: per client: on admin.

Scope creep goes untracked

A client asks for one more revision. Then another. By the time you invoice, you've done 40% more work than agreed. No change order. No audit trail. Just lost revenue.

Built for how marketing agencies actually work.

Every feature designed around your specific workflow, not bolted on.

Client onboarding in 30 minutes
Proposal signed → contract auto-generated → client portal activated → project created from template. One flow. Zero manual steps.
Client portals replace reporting emails
Give every client a branded portal: campaign status, deliverables, approvals, invoices: all in one link.
Time tracking + automated billing
Every hour logged against a campaign. One click generates the invoice from time entries. Clients pay in the portal.
Client approval workflows
Send deliverables for approval inside the portal. Clients leave timestamped feedback. No more lost email threads.
White-label client portal
Your logo, your domain. Clients see your brand everywhere: proposal, portal, invoice.
AI Copilot for reporting summaries
Ask OnBrio to draft campaign status updates and scope summaries from your real project data.

Your workflow, end to end.

1
Send proposal & contract
Build a scoped proposal with deliverables and revision limits. Client signs in the portal: contract auto-generated.
2
Launch campaign project
Project board created from your campaign template. Tasks, phases, and dependencies ready on day one.
3
Deliver & get approvals
Upload deliverables to the portal. Clients approve with revision tracking. Scope stays documented.
4
Invoice from time entries
Log hours per campaign. Generate invoices in one click. Client pays via Stripe in the portal.

“Switched from HoneyBook in one afternoon. We saved $340 a month on tools, and now everything actually talks to each other.”

Lina Reyes
Spark Marketing · 4-person marketing agency
$340/mo saved on tools
FAQ

Common questions.

For most agencies under 20 people, yes. OnBrio covers CRM, proposals, contracts, project management, time tracking, invoicing, and client portals in one workspace.
Yes. Set up recurring retainers with automated invoice generation and Stripe collection in the client portal.

The OS for marketing agencies.

Start free. No credit card. Set up in 30 minutes.

Start free. No card needed→No credit card required