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Industries Agencies & services

Agencies, run on one system. Clients, projects and invoices connected.

Service businesses sell time and expertise. Dika Ops links client accounts, contracts, projects, work plans and invoicing, so the team knows what is promised and finance knows what to bill.

Dika Ops for Agencies & servicesDika Ops for Agencies & services
The challenge

What slows agencies & services down.

01Scope creep

Work grows beyond what the contract says, and the extra effort is never billed.

02Team capacity

It is hard to see who is free, who is overloaded and which projects are at risk.

03Recurring billing

Retainers and monthly fees are invoiced by hand, and some months are missed.

04Client communication

Briefs, approvals and files are spread across email, chat and shared folders.

01

Client accounts

Keep contacts, history, contracts and projects on each client record.

  • Contacts and notes per client
  • Projects and contracts linked
  • Communication history in one place
Client accountsClient accounts
02

Projects and work plans

Plan work, assign people and follow progress against dates and budget.

  • Work plan with tasks and owners
  • Progress by project
  • Team workload overview
Projects and work plansProjects and work plans
03

Contracts and billing

Record what was agreed, and invoice retainers and milestones on time.

  • Contracts linked to clients
  • Recurring and milestone invoices
  • Payment status per invoice
Contracts and billingContracts and billing
04

Team collaboration

Chat, email and calendar sit next to the work, so context stays with the project.

  • Team chat
  • Shared calendar
  • Email linked to client records
Team collaborationTeam collaboration
How it runs

One flow, start to finish.

  1. 01Win the client

    The lead becomes a client account with its contacts and a quote.

  2. 02Sign

    The agreed scope, fees and dates are recorded as a contract.

  3. 03Deliver

    Projects are planned, tasks are assigned and progress is tracked.

  4. 04Invoice

    Retainers and milestones are invoiced from the contract.

  5. 05Review

    Reports show profitability by client and project, ready for the next planning round.

FAQ

Agencies & services, answered.

Can we invoice retainers and milestones?

Yes. Invoices can be raised from contracts, either on a recurring schedule or at agreed milestones.

Can we see team workload?

Work plans show tasks and owners, so you can see who has capacity and which projects are at risk.

Does it include chat and calendar?

Yes. The collaboration module has chat, email and calendar, linked to clients and projects.

Can an AI coworker help the team?

AI coworkers can take on defined roles under strict permissions, and ask a person to approve anything important.

Is Dika Ops available now?

Dika Ops is in closed beta. Join the waitlist and we will contact you as places open.

Closed beta

Run the whole company from one place.

Dika Ops is in closed beta. We onboard a few companies at a time and set everything up with you.

Dika Ops in 52 seconds
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