Finally one login for the client work around the ads
We run a small performance marketing agency, mostly retainer clients. The media buying was never the problem. Everything around it was: proposals, client onboarding, project handovers, invoicing at the end of the month. All of that sat in separate tools that never talked to each other.
Knowlix pulled CRM, projects and invoicing into one place, and the AI teammate handles the parts I used to do at 11pm. It turns an email thread into onboarding tasks, prepares the monthly invoices, updates the pipeline after a call. Nothing leaves the building before I approve it, which was the part I cared about most.
Setup was quicker than expected. The instance was ready in a couple of minutes and the agent walked us through importing our CSV exports.
Honest note: It does not touch our ad accounts
