As a web or advertising agency you sell results – but your day is enquiries in the inbox, quotes in Word and project statuses in your head. snori brings all of that into one place and gives every project a clear thread from the first enquiry through approval to the invoice.
Why agencies lose the overview
Between running clients, new enquiries and open sign-offs you juggle dozens of threads at once. Which enquiry is still waiting? Which project is stuck in approval? Which job is finished but never billed? Who on the team owns which task? When that information is scattered across mail, Word and the calendar, it costs you more than time – it costs money that sits between projects, and nerves in the client meeting.
How snori sets up your agency day
You create a workspace, pick the agency template world – and your space is filled instantly. Not a blank page, but a thought-through foundation: clients, enquiries, quotes & jobs, appointments, assets and licences are already there, each as a smart table with colour-coded statuses. You enter your most common services with prices first, keep what fits and delete what doesn't. Instead of starting from zero, you start with the order that seasoned agencies already keep.
The pages snori creates for you right away
- My business – basics, positioning and presence of the agency
- Services & prices – your service catalogue with unit and price
- Clients – a list plus a record with history per client
- Enquiries – every enquiry with status and next step
- Quotes & jobs – the thread from enquiry to invoice, colour-coded by status
- Appointments – kick-offs, briefings and sign-offs with duration and status
- Assets & licences – fonts, stock images, tools and templates with licence status
- Tasks, content plan, documents – for everything else around the agency
Your AI helps out – only as far as you allow
Connect ChatGPT, Claude or another AI directly to your agency workspace. It can then build a quote from your service catalogue, draft a project summary for the client or sort open tasks – but strictly within the limits you set. Your AI can never do more than you can: for each area you decide whether it may only read, add to, or touch nothing at all. And because snori versions every change, nothing is lost when you experiment. snori also works entirely without AI – the connection is an extra, never a requirement.
Share quotes and concepts with a link
A quote for a new client, a concept for the decision-makers, a project update for a running account: in snori you turn any page into a shareable link – with no account needed for the recipient. You add your own logo, protect it with a password or expiry date, and see in the overview how often it was opened in the last 24 hours, 7 or 30 days. A quote becomes a professional appearance instead of a loose PDF attachment.
Secure, German, nothing gets lost
Client data and project statuses are confidential. snori stores your content encrypted in an ISO/IEC 27001-certified data center in Germany, two-factor sign-in is mandatory, and every page can be rolled back to an earlier state. Deleted items sit in the trash for 30 days. So you work with peace of mind – even when an AI is writing alongside you.