The operating system
for your agency
Real-time KPIs, Meta Ads, Shopify, automated reports, team management and an AI assistant that knows every number in your business. All in one place.
Running an agency
shouldn't be this chaotic
Every agency without a system loses an average of 12 hours per week on administrative tasks that good software should solve automatically.
Endless spreadsheets
Hours building Excel reports clients never read. Broken formulas, outdated data, presentations that no longer reflect reality.
Everything disconnected
Meta Ads in one place, Shopify in another, Google Analytics elsewhere. You never have the full picture in one dashboard.
Always firefighting
No visibility into which campaigns are burning budget. You find out when the client is already angry.
No professional portal
Clients WhatsApp you to ask for their numbers. Zero professionalism, zero differentiation from other agencies.
Invisible budget surplus
You don't know how much budget was unspent until the client asks. That's called losing money and credibility.
Team in chaos
Tasks over WhatsApp, PDFs nobody reads, no traceability. Growth stalls on its own.
9 modules. One single platform.
Each module is specifically designed for marketing and advertising agencies. Not a generic CRM adapted — a tool built from scratch for what you do.
KPI Dashboard
Excel-style annual table with 40+ automatically calculated metrics. ROAS, CAC, LTV, MER, nMER, Repeat Rate and more. YoY and MoM comparison with one click.
- Gross Sales, Net Sales, Media Spend
- Google vs Meta breakdown
- Visual goal tracking
- Real-time MXN / USD toggle
Meta Ads Sync
Connect your Meta Ads accounts and automatically sync campaigns, adsets and daily metrics every 6 hours. Never copy-paste again.
- Drill-down campaign → adset → ad
- Spend, ROAS, CPO per campaign
- Auto or manual sync
- Triple-count fix included
Shopify Integration
Import sales, orders, new and returning customers directly from Shopify with one click. KPIs update automatically.
- Gross Sales, Net Sales, Returns
- New vs Returning customers
- Conversion rate and AOV
- Multi-store per client
SON.ia — AI Assistant
An AI assistant trained on your agency data that answers questions about KPIs, campaigns and clients in natural language.
- RAG on real database data
- Automatic client context
- Custom CSV training
- Embedded widget
Automated reports
Generate professional reports with charts, comparisons and analysis with one click. Dark cinematic presentations ready to show clients.
- 12-slide presentations
- Interactive Chart.js charts
- Focus mode for full screen
- PDF export
Client portal
Each client has their own portal where they can view KPIs, request additional services and pay directly with PayPal.
- Read-only KPI dashboard
- Bomberazos — extra services
- PayPal payments integrated
- Secure per-client login
Team management
Tasks, meeting notes, workload tracking and employee records. Everything you need for your team to operate clearly.
- Task assignment per client
- Meeting notes with action items
- Workload control
- Granular roles & permissions
HR Module
Complete HR management with digital records, contracts, payroll and pay stub signing with Microsoft Authenticator.
- Digital employee records
- Contracts and PDF documents
- Digital pay stubs
- Microsoft Authenticator signing
Budget & Finance
Total control of media budgets per client, channel and month. Real-time surplus tracking, agency P&L and petty cash.
- Budget vs execution monthly
- Real-time accumulated surplus
- Multi-currency with auto exchange rate
- Agency P&L
Invest less than what you
charge in one hour
14 days free, no credit card. Cancel anytime. All plans include updates.
- Full KPI Dashboard
- Automatic reports
- Client portal (read-only)
- Meta Ads sync (1 account/client)
- Shopify sync (1 store/client)
- SON.ia AI — 50 queries/month
- Email support
- White Label
- Bomberazos
- HR Module
- API access
- Everything in Starter
- Basic White Label (own logo)
- Bomberazos + PayPal billing
- Meta Ads — unlimited accounts
- Shopify — unlimited stores
- SON.ia AI — unlimited queries
- Tasks & meeting notes module
- Prospect CRM
- Priority support (24h)
- Custom domain
- HR Module
- API access
- Everything in Growth
- Full White Label + custom domain
- Client portal with payments
- Quotes and PDF contracts
- Financial module (P&L, cash)
- Push & email notifications
- HR Module — records & payroll
- Digital signing with Microsoft Authenticator
- API access (read)
- Priority support (4h)
- Multi-branch
- API write
- SSO/SAML
- Everything in Agency
- Multi-branch (sub-tenants)
- Full API (read + write)
- Guaranteed 99.9% SLA
- Dedicated onboarding
- Your own account manager
- Custom reports
- SSO / SAML
Frequently asked questions
Do I need to install anything?
How long does initial setup take?
Can I use my own logo and domain?
What happens to my data if I cancel?
Does it work for agencies that don't handle ecommerce?
How many users can my team have?
Does SON.ia have access to real client data?
Can I change plans at any time?
Your agency deserves
to operate like a real company
Over 50 modules. One login. Join the agencies that already left Excel behind.