Marketing, design, and development agencies use Bi369 AI to manage client relationships, creative projects, campaign performance, and team capacity — all in one place, powered by AI that handles the work behind the work.
We understand the specific pain points of your industry — and built Bi369 AI to solve them.
The challenge
Managing 10+ client projects simultaneously with no single view of status, capacity, or deadlines.
Bi369 AI solution
Projects module gives you a master view across all client work — filter by client, status, or team member. AI Copilot generates weekly status summaries.
The challenge
Scope creep kills margins — clients add requests mid-project and billing doesn't reflect the extra work.
Bi369 AI solution
Time tracking + Finance module makes scope changes visible and billable instantly. AI flags unusual time overruns before they impact profitability.
The challenge
Client reporting takes too long — pulling metrics from Google Analytics, social platforms, and ad accounts is a full-day task.
Bi369 AI solution
Analytics module consolidates campaign data with AI-generated narrative reports that clients actually read.
The challenge
New business pipeline is reactive — no systematic way to track proposals, follow-ups, or agency growth.
Bi369 AI solution
CRM with a dedicated agency pipeline tracks every RFP, proposal, and pitch — AI Copilot helps draft proposals from brief to finished document.
The challenge
Freelancer and contractor management is a spreadsheet nightmare — rates, invoices, and availability all tracked manually.
Bi369 AI solution
Vendor Management module tracks contractors with their rates, availability, and invoices alongside your full-time team.
Every module works together in one unified platform — no integrations needed.
“Bi369 AI replaced Asana, HubSpot, and FreshBooks for us. Our account managers love the AI Copilot — they can prep for any client call in under 2 minutes.”
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