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Our own product — software for marketing agencies

Wieldy

One system to run a marketing agency: sales, delivery, money, people and clients.

wieldyapp.com ↗
Clients with their retainers, contracts and account team — demo data
Clients with their retainers, contracts and account team — demo data
Invoices, with what has been collected and what is overdue — demo data
Invoices, with what has been collected and what is overdue — demo data
wieldyapp.com
wieldyapp.com

The situation

A marketing agency usually runs on a dozen tools that don’t talk to each other: a CRM, a project board, spreadsheets for retainers and commissions, an invoicing app, a shared drive and WhatsApp. The numbers the owner needs — who has paid, what each client is worth, what the team is working on — end up in someone’s head. We built one system to replace them, first for a Cairo agency’s own team, then as a product any agency can sign up to.

What we built

  • Sales: a lead pipeline fed straight from WhatsApp and website forms, proposals that become clients when accepted, and e-signatures with a full audit trail
  • Delivery: projects and tasks with board, calendar, timeline and workload views, client approvals, and a company drive with per-folder permissions
  • Money: retainers, invoices and part-payments, media-buying reconciliation, commissions and expenses, with exports for the accountant
  • People: staff records, payroll and reminders before documents expire
  • Clients: a branded client portal, and a monthly performance report drafted for each client automatically
  • Groups: a head office can run several agencies from one account, each kept completely separate
  • The basics done properly: two-factor sign-in, an activity log, weekly backups, and an API with signed webhooks

Built from inside an agency

Wieldy began as the internal system of a Cairo marketing agency, so the parts generic tools skip, such as retainers, tiered sales commissions and re-billing ad spend, were built first rather than bolted on.

An assistant that knows the agency's numbers

A built-in AI assistant answers questions about the agency's own live data, such as who owes money or this month's profit, by text or voice, in English or Arabic, and only within each person's permissions.

Priced per workspace

Plans are a flat monthly price per workspace, not per user, with a free trial and a public demo that opens without an account.

Where it stands

Live at wieldyapp.com on three monthly plans, with a free trial and a demo anyone can open. A Cairo marketing agency runs its team on it. The screenshots here are from the public demo, so every name and figure in them is made up.