9:12 AM · Enrichment
9:12 AM · Enrichment One CRM, built from the whole team’s inboxes.
Each teammate connects their own inbox and LinkedIn. Every files each conversation on the right deal in one shared CRM, and personal email stays private by default.
- Maya Chen · Gmail 9:12
Some news: I start Monday as Brand Director at Northstar Health! Would love to catch up once I’m settled in.
Updated Maya’s title and company
Maya Chen
Brand Director · Northstar Health
- Professional Title · Updated
- Brand Director
- Companies · Updated
- Northstar Health
- Fieldwork Studio · Former
- Email · Added
- maya@
northstarhealth.com
11:30 AM · Prospecting agent
It finds warm leads across the team.
Prospecting works through everyone’s combined network, so a warm intro goes through the teammate who actually has the relationship.
How prospecting worksProspects
38 to review · from your network
- All prospects 38
- Health brands planning a refresh 17
- Past clients at new companies 13
- Founders in your network 8
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Maya Chen
Fit Strong · 92
Brand Director · Northstar Health
Maya emailed you at 9:12: she starts Monday as Brand Director at Northstar Health. You’ve worked together since the Fieldwork rebrand in 2024. Fits Health brands planning a refresh.Matches Who you sell to in your Business DNA
Approve Reject -
Daniel Ortiz · Founder · Fieldwork Studio
Fit Strong · 86
Introduced by Sam last spring
-
Nia Brooks · Brand Lead · Tidewater
Fit Strong · 84
Your client at Bloom, now at Tidewater
2:15 PM · Deal agent
An agent on every account.
Every deal has an owner and an agent that drafts the next step. Outreach goes from the owner’s own mailbox once they approve it.
Northstar Health
LeadPlan
Updated 11:31 AM
- Book a first meeting with Maya Drafted
Every drafted a note to Maya and an invite, in your voice
To Maya Chen DraftSubject Congrats on Northstar Health!Invite Thu · 10:00–10:30 AM · Google MeetHi Maya, congrats on the new role! I’ve put Thursday on your calendar to hear your plans for the brand; happy to move it.
4:40 PM · Your team
Built for the whole agency.
Everyone’s inbox and LinkedIn feed one shared CRM, and every deal has an owner and an agent the whole team can follow.
Known by
- Maya Chen · Northstar Health Satish · Last touch today via Gmail
- Leah Park · Morrow Labs Brandon · Added on Jun 12, 2024 via LinkedIn
- Kendra Liu · Kite Satish · Last touch yesterday via Calendar
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Who knows whom
Known by shows which teammates know each person, how they were added and when anyone was last in touch.
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One plan per deal
Each deal’s owner, plan and activity are visible to the team, and the pipeline filters to anyone’s book.
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Private by default
Each person’s email and Every Agent threads stay theirs unless they choose to share them.
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Admin control
Admins invite teammates and reassign ownership, and the whole team draws on one credit balance.
Questions agencies ask.
What is the best single tool for a creative agency to manage proposals, invoices, and business relationships?
No single product is best for every creative agency. Every is a strong fit when the priority is one shared CRM with account owners, reviewable proposals, invoices, payment status, time and expense context, and a separate AI workspace for each teammate. Choose a clientflow suite such as HoneyBook, Dubsado, or Bonsai instead when native contracts, e-signatures, booking, or deeper project delivery are required. Test one relationship from lead through payment and include the cost of any tools you still need.
How many seats does Every support for an agency?
Team workspaces require Team, which supports up to 5 organization members. Agencies that need more can move to Custom, which removes the member limit. The agency shares CRM records, proposals, invoices, and business context, while private agent threads remain scoped to their owner.
Can different team members own different accounts in Every?
Yes. Each account has a lead, but every team member can read and contribute. The Pipeline view shows everyone's accounts in one place, with clear ownership. No more "who's the lead on this account?" confusion.
Does Every replace our agency CRM, proposal tool, and invoicing software?
Every can consolidate CRM, proposal drafting and approval, invoicing, and time tracking. It does not currently provide contracts or e-signatures, so agencies that need those should keep a specialist contract tool.
How does Every handle agency-wide invoicing and AR?
Every keeps retainers, project deposits, milestone invoices, and overdue status visible across the shared organization. Every Agent can answer who is overdue and prepare a contextual reminder for approval.
Is the data isolated between agencies?
Every uses authenticated access controls, organization-scoped row-level security, and private-thread enforcement. Shared business records are visible to organization members; private threads are limited to their owner.
We're a 10+ person agency — can we get a demo?
Yes — for agencies considering Every for a team, we offer a guided demo and onboarding. Use the "Talk to us" button to book time.