SIYNEX for Digital Agencies
Marketing, design, and creative agencies run on client relationships and recurring retainers. SIYNEX brings client management, proposals, retainer agreements, invoicing, and payment follow-ups into one connected platform.
Who this is for
Common business challenges
Retainer billing is repetitive manual work
The same invoice is recreated by hand every billing cycle.
Proposals take time to prepare
Service proposals for new clients are often built from scratch.
Client communication history is scattered
Conversations across channels aren't tied to a single client record.
How SIYNEX helps
Client Management
Keep each client's details together with their linked proposals and invoices.
Quotations
Send a service proposal that converts into an invoice once accepted.
Business Documents
Generate a Marketing Agency Retainer Agreement from a template, then review it before use.
Invoicing
Create invoices for one-off or project work with VAT details, with review when VAT facts are incomplete.
Repeat-Client Invoicing
Duplicate the previous retainer invoice, review it, and send it yourself each cycle.
Reminders
Set follow-up reminders for outstanding invoices instead of tracking them by hand.
AI Reply Hub
Draft client communication in your tone, reviewed and sent by you.
From lead to retainer client
AI assistance, with you in control
AI observes, identifies, and suggests — you review and approve before anything happens.
AI-assisted proposal drafting
Speeds up preparing a service proposal for a new client.
AI-assisted client replies
Drafts responses to client requests you log, reviewed and sent by you.
Practical use cases
Onboarding a new retainer client
A quotation sets the scope and a retainer agreement is generated from a template. Each cycle, duplicate the last invoice, review it, and send it.
Following up on an unpaid invoice
A follow-up reminder you set flags it instead of relying on memory to chase it.
What this looks like in practice
What SIYNEX doesn't do
Worth knowing upfront, so there's no confusion about what's included.
Relevant use cases
What you can actually do with SIYNEX for this kind of business.
Create, send, and track invoices with customer records and VAT details in one place.
Prepare professional quotations that convert directly into invoices once a client accepts, without re-entering information twice.
Keep client contact details and linked quotations, invoices, and recorded conversations together.
See which invoices are outstanding and get reminded to follow up, instead of relying on memory.
Draft customer replies with AI assistance, reviewed and sent by you — nothing goes out automatically.
Prepare and review each invoice for repeat clients. Automatic recurring creation and scheduled email delivery are not available in this workflow.
Revenue, invoice, and activity trends in one dashboard, drawn from the business's own SIYNEX data.
Prepare documents and reply drafts, review records and configure reminders through specific SIYNEX workflows.
Frequently asked questions
Ready to bring your digital agencies operations into one place?
Start free, and see how SIYNEX fits your business before you commit to anything.
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