Experto for agencies

The client approves in one click, and the job moves on by itself

Each client becomes a sub-account, their contact approves work right in Experto, and the team picks up requests without anyone handing them out. No more chasing approvals over chat.

Experto on the web with the Clients block in the sidebar and each client's tasks

Sound familiar?

The daily routine of almost every agency, and what changes with Experto.

Today

The piece was approved in a voice message, and no one knows which version was final.

With Experto

The client's contact approves with a check, right on the task, and it's recorded who approved it and when.

Today

Account managers spend the week chasing clients for feedback.

With Experto

The client gets notified when there's something to approve, and you see right away what's stuck with them.

Today

Two people did the same job, and another one had no owner.

With Experto

With Pull and Push, everyone pulls what they'll do, and the whole team sees who each request is with.

Today

To let the client follow along, the tool charges for another license, and they can still see other clients' work.

With Experto

The client joins as a reviewer, for free, and sees only what's theirs.

48%

of creative professionals spend at least 5 hours a month chasing feedback.

Source: Ziflow and American Marketing Association, State of Creative Workflow Report 2023

Organizer

The whole team's week on one screen

In the Organizer, lists sit side by side, in columns. Build a view for creative, for account management or for one client, and drag tasks to plan the week.

  • Create views with the lists that matter: creative, account management, one client's plan
  • Filter by client and see who each task is with
  • Drag to change the list or the order, without completing anything by mistake
The Organizer on the web: lists side by side, in columns

Messages

Everyone on the same page

Did a client's brief, process or deadline change? The message reaches everyone's panel at the same time, without getting lost in a group chat.

  • To everyone, only to who's online now or to the people you choose
  • Marked as important, it stays on the web screen until the person clicks it, and the tab on the edge of the Mac screen pulses
  • You see who read it, at what time, and everyone's reactions
An account message with who received it, who read it and the reactions

Agency use cases

Creative approvals

Creation, Approval and Publish, connected. The client only sees the approval list, and only their own work.

  • Sub-accounts
  • Reviewers
  • Connected lists

The team's request queue

Form requests land in a list. Each person pulls what they'll do, and no one does the same job twice.

  • Webhooks
  • Pull and Push

Each client's monthly plan

See everything for one client across all lists and plan the month in the Organizer, with lists side by side.

  • Sub-accounts
  • Organizer

New client onboarding

Adding the client creates their list. The client confirms their part, like sending the logo and granting access.

  • Sub-accounts
  • Reviewers

From meeting to tasks

Ask your AI to turn the client meeting notes into tasks in their list, with due dates.

  • AI
  • Deadlines

Notices for the whole team

A process change, a holiday, the planning meeting: the notice reaches everyone, and you see who has read it.

  • Notices

Your clients pay nothing

Reviewers don't take a seat. Invite as many client contacts as you want, on any plan, and pay only for your team, from the third member on.

Bring your clients into the workflow

Create your agency's account, add your first client and invite their contact to approve the next piece. You can start today.

Free for up to 2 members. Reviewers are always free.