Where every Priority Pixels client engagement runs. The CRM that captures every enquiry, the deals pipeline that runs from first conversation through Terms of Business, the projects that follow, the audits the team runs against client accounts and the helpdesk that retainer clients raise support tickets through. Internal today with wider client access on the roadmap.
Single record
Every company we work with has one record in the Client Hub. Conversations, deals, projects, audits and support tickets are all attached to that record so the full history is visible from one screen.
Entry to delivery
New enquiries are qualified through the same system the projects run in. Proposals, Client Information Forms and Terms of Business are sent and signed through the Client Hub before any project work starts.
Built in-house
A bespoke platform built and maintained by the Priority Pixels team. Custom workflows are added to fit the way each retainer is delivered.
One platform, every part of the client relationship
The Client Hub was built because the work involved in running a retainer is split across half a dozen tools by default. CRM in one place, project management in another, contracts in a third, support tickets somewhere else again. So we built our own and pulled everything into a single login.
- Companies and contacts
- Deals pipeline
- Proposal sending and signing
- Client Information Forms
- Terms of Business signing
- Projects and tasks
- Accessibility audits
- Paid media audits
- Helpdesk and SLA tracking
- Document storage
Every entry is attached to a company record so the conversations, contracts, projects and tickets that make up a retainer all live in one place.
CRM
The CRM at the heart of the Client Hub. Companies and contacts with the full lifecycle from new enquiry through to active retainer. A deals pipeline that tracks every prospect from initial conversation through Proposal Sent, Client Information Form Sent, Terms of Business Sent and Closed Won.
Inbound calls trigger a screen pop that pre-fills the qualification form with the caller’s details so the agent is not retyping mid-call. Every interaction with a company is logged to the company record automatically.
Project Management
Projects and tasks live alongside the CRM record they belong to. When a deal closes, the project is spun up against the same company so the work that follows is connected to the conversations and contracts that preceded it.
The account manager and the production team see the same view of what is in flight, what is blocked and what is due next. No double entry, no separate tool to keep in sync with the CRM.
Audits
Audits run against client accounts and feed the results straight back into the relevant Client Hub record. Accessibility audits, paid media account audits and the technical and content audits the team runs as part of every retainer engagement.
Findings are attached to the company record and can be turned into actionable tickets in the helpdesk or task items in the project so nothing surfaces without an owner.
Helpdesk
The Helpdesk is the part of the Client Hub that retainer clients use directly today. Tickets are raised either through the portal or by emailing the team. Each ticket is tied to the client’s company record so the history of previous tickets is visible alongside.
SLA tracking with working-hours and bank-holiday calendars. Internal and client-visible message threads on each ticket. Critical alerts from monitoring create tickets automatically and escalate if they are not acknowledged inside the SLA window.
Latest Company News
The latest updates from Priority Pixels, including new partnerships, client wins and project launches.
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