What's painful about running an agency
Scoping creep that bleeds margin. Retainers that customers under-use but you can't rebalance. Invoicing in three countries because your client base is international. Project handoff between sales and delivery that drops context. Renewal conversations that come too late. OMB Cloud fixes the connective tissue: quote → contract → project → invoice → renewal lives in one place, with the audit trail to back it up.
What you get
- Scoped quotes with tiered options. Starter / Growth / Custom on one document; customers self-select.
- Retainer tracking. Hours used vs hours bought; rollover rules; quarterly true-up workflow.
- Client portal per project. Read-only milestones, deliverables, status — without giving them your full platform.
- Multi-country billing. Issue from your MX entity to your MX client, from your US entity to your US client, same tenant.
- AI agents for inbound. Qualify inbound at 3am Saturday so you don't lose to whoever responded first.
- Agency-grade dunning. Recovery rate ~80% on B2B receivables when multi-channel.
Common stack we replace
HubSpot + Pipedrive + QuickBooks (or Contpaq, Facturama) + DocuSign + Monday + Drift + Mailchimp. Most agencies are at $1,500-$3,000/mo across those tools. OMB Cloud usually comes in below the sum, with everything connected.
Talk to sales
Talk to sales. Bring one client engagement — we'll show you it modeled in OMB Cloud.