Software for small agencies and studios
Opeux is the calm admin layer for small agencies and studios. Send branded proposals, onboard new clients with a clean checklist, collect briefs through smart forms, run small in-house campaigns and chase invoices on a polite cadence — from one workspace.
The problem
Small agencies are great at the work, less great at the wrap-around: proposals written at midnight, kickoffs that feel different every time, briefs scattered across email and DMs, invoices left to slide because nobody wants to chase. Stitching together a proposal tool, an onboarding tool, a forms tool and a billing chaser is expensive and fragile.
How Opeux helps
Opeux gives a small agency the operational backbone it needs without an ops hire. Quotes templates kill the proposal Word document. Onboard turns each kickoff into a branded checklist clients tick off. Forms replaces messy brief threads with one tidy intake. Invoices chases overdue balances without anyone having to write the awkward email. Campaigns lets you market the agency itself in the gaps between client work.
Recommended tools
Branded proposals from reusable templates with view tracking.
Inbound pipeline so new business enquiries get a fast reply.
Reusable intake forms for briefs, assets and approvals.
Client onboarding checklists with files, steps and progress.
Market the agency itself between client deliveries.
Polite, persistent chasers for overdue B2B invoices.
From new-business call to kickoff
How a small agency uses Opeux to take a lead to signed and onboarded in a week.
- 1.A new lead lands in Opeux Leads with an AI-drafted first reply.
- 2.After a discovery call, Opeux Quotes sends a branded proposal with a public link.
- 3.Once signed, Opeux Onboard sends the client a branded checklist and intake form.
- 4.Opeux Forms collects assets, brand info and access details against the client.
- 5.Milestone invoices in Opeux Invoices chase themselves politely.
Who this is for
- ·Design and brand studios
- ·Web and product agencies
- ·Marketing and content agencies
- ·Video and production studios
- ·PR and copywriting consultancies
- ·Architecture and interior practices
Frequently asked questions
Can I reuse proposal templates?
Yes. Opeux Quotes saves common service blocks and terms — duplicate, tweak and send.
Do clients need to log in to see proposals or onboarding?
No. Public branded links work without an account.
Can multiple people work the lead pipeline?
Yes. Each lead has an owner and status everyone in the workspace sees.
Can I attach files in onboarding?
Yes. Clients upload files against each onboarding step.
Does it integrate with my accounting tool?
Opeux Invoices works alongside your accounting tool — exports are CSV-friendly.
Is it suitable for solo studios?
Yes. The whole suite is built so a one-person studio can use it without an ops hire.
Explore related Opeux tools
One Opeux account — start with one tool, add more later.