The Operating System for Creative Agencies

Run your entire agency from brief to invoice

Partner Desk is the complete agency management platform. Book suppliers, manage your CRM pipeline, build proposals and pitch decks, brief creative jobs, track team time, and manage payments — all from one calm, connected workspace.

No credit card required. Suppliers use it for free.

Partner Desk – Agency Operations

Workspace

Dashboard
Bookings
Suppliers
Operations
Jobs
Time
Finance

Active Jobs

12

Team Hours

148h

Outstanding

$84k

Creative Pipeline

3 In progress

Summer campaign launch

Northstar Group

In progress

Brand refresh — Phase 2

Emaar Properties

Briefing

Product film & photography

DEWA

In review

Trusted by agencies across these industries

Ad Agencies
Digital Agencies
Social Media Agencies
PR Agencies
Event Agencies
Studios & Production Houses
Operations Workspace

The full agency workflow

From the first CRM lead to the final invoice, Partner Desk connects every part of your agency — proposals, supplier bookings, creative jobs, time tracking, and billing in one place.

Creative Jobs Pipeline

Track every project from brief to delivery. Assign owners, set deadlines, manage priorities, and move work through a clear status pipeline.

Structured Briefings

Capture objectives, deliverables, target audiences, and channels before production starts. Every job begins with a single source of truth.

Team Time Tracking

Log billable and non-billable hours against each job. Understand capacity, protect your margins, and see where effort is going.

Quotes & Billing

Build quotations from line items, send them to clients, then convert approved quotes into invoices and follow them to payment.

Supplier Management

Book and manage your suppliers

The supplier side of your agency — bookings, directories, communications, and performance tracking.

Smart Booking Calendar

Professional calendar with conflict detection, availability checking, and drag-and-drop rescheduling.

Supplier Directory

Build your own supplier database with custom categories, portfolios, pricing, and performance ratings.

Instant Notifications

Suppliers receive instant booking requests. Get real-time updates when they accept, decline, or suggest changes.

Booking Activity Feed

Every booking has its own communication thread. Attach briefs, call sheets, and collaborate in context.

Proposals & CRM

Win more business, from lead to signed contract

Manage your sales pipeline, build stunning proposals and pitch decks, send RFPs, and track retainer agreements — all without leaving Partner Desk.

CRM Pipeline

Track leads, opportunities, and engagements through every stage. Assign owners, set values, and forecast revenue with a visual pipeline.

Proposal Studio

Build beautiful, branded proposals and pitch decks with drag-and-drop slides, templates, and one-click PDF export.

RFPs & Retainers

Send structured RFPs, manage retainer agreements with recurring billing, and track rate cards across all your suppliers.

Commercial Costing

Build detailed cost sheets with margins, markups, and multi-currency support. Turn approved proposals into invoices in one click.

Social Content

Plan and publish your social media

Manage social accounts, plan content calendars, draft posts with AI assistance, and collaborate with your team on every piece of content.

Content Calendar

Visual calendar to plan, schedule, and organize social posts across all your clients and accounts.

AI Content Assistant

Generate captions, hashtags, and post ideas tailored to each platform and audience with built-in AI.

Social Circle

Internal knowledge hub where your team shares trends, inspiration, and approved content for reuse.

Workflow

From lead to invoice

The complete agency workflow, from the first CRM lead to the final invoice.

01

Set Up Your Agency

Create your agency account, build your team, configure your currency and regional settings, and set up your supplier directory.

02

Manage Your Pipeline

Track leads in your CRM, build proposals and pitch decks in the Proposal Studio, and send RFPs to suppliers.

03

Book a Supplier

Select a client, project, supplier, date, location, and budget. Attach your brief and notes.

04

Brief & Deliver

Turn the booking into a creative job with a structured brief. Track time, monitor progress, and manage capacity in real time.

05

Quote & Invoice

Build a quotation from line items, send it to the client, then convert it into an invoice and track payment.

Creative Job Lifecycle

Briefing→Quoted→In progress→In review→Completed
Testimonials

Loved by agencies

See how Partner Desk is transforming the way agencies run their operations.

“Partner Desk completely eliminated our WhatsApp chaos. We went from 200+ messages per booking to a single clean workflow — and now every job has a brief, a timeline, and a quote.”

S

Sarah Al-Rashid

Operations Director, Elevate Events Agency

“Managing 50+ suppliers across 3 cities was a nightmare before. Now our whole team has full visibility on every booking, every job, and every invoice.”

M

Marcus Chen

Executive Producer, Frame Perfect Productions

“The proposal studio and CRM pipeline changed how we win business. We build pitch decks, track leads, and send proposals — all from the same place we manage our suppliers and operations. No more spreadsheets.”

L

Layla Hassan

Agency Director, Momentum Marketing

Pricing

Simple, transparent pricing

Every plan starts with a 14-day free trial. No credit card required. Suppliers always use Partner Desk for free.

All features includedSOLOAGENCYAGENCY PRO
AI Engine
Project Management
CRM & Leads
Creative Jobs
Time Tracking
Rate Cards & Job Costing
Proposals & RFPs
AI Proposal Studio
Social Media & AI Calendars
Resource Planning
Reporting & Profitability
Team Management
Team members31025
Clients10UnlimitedUnlimited
Suppliers & Bookings10UnlimitedUnlimited
Trust & Security

Your data is protected

We take the confidentiality and security of your business data seriously. From encryption to access controls, every layer of Partner Desk is designed to keep your information private.

Encrypted at Rest & In Transit

AES-256 encryption at rest and TLS 1.2+ in transit — the same standards used by banks.

NDA on Signup

Every agency accepts a binding Confidentiality & Non-Disclosure Agreement upon account creation.

Row-Level Data Isolation

Your data is isolated at the database level. No agency can ever access another agency's data.

Full Transparency

Comprehensive Privacy Policy, Terms of Service, and Data Protection FAQ — always available.

Ready to run your whole agency in one place?

Join agencies around the world who replaced WhatsApp chaos and scattered spreadsheets with a professional platform.

No credit card required. Suppliers use it for free.