Creative Agency

Freelance Agency Operations

Solo creative agency replaced 9 SaaS subscriptions with UniCore — invoicing, client CRM, project tracking, and AI-drafted proposals from one dashboard.

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The Challenge

A freelance design agency was paying $400/mo across 9 separate tools: project management, CRM, invoicing, email marketing, scheduling, file storage, analytics, time tracking, and client communication. The founder spent 3 hours daily on admin instead of creative work.

The Solution

Consolidated everything into UniCore's dashboard. The ERP handles client contacts, project-based orders, and invoicing. The Ops Agent tracks deadlines and sends automated reminders. The Comms Agent drafts client proposals using RAG context from past project briefs.

Key Features Used

✓CRM with client lifecycle tracking and lead scoring
✓Project-based order management (DRAFT → DELIVERED)
✓Automated invoicing with PDF generation and payment reminders
✓Ops Agent for deadline tracking and calendar reminders
✓Comms Agent for AI-drafted proposals from past project context
✓Expense tracking with receipt scanning

Results

9 → 1

SaaS subscriptions

$400 → $99

Monthly tool cost

3 hours → 30 min

Admin time per day

2 hours → 10 min

Proposal drafting time

“I was drowning in admin tools. UniCore gave me back 15 hours a week to actually do creative work.”

Founder — Freelance Design Agency

Tech Stack

ERP Service (CRM, Orders, Invoicing, Expenses)AI Engine (Claude for proposals)RAG / Qdrant (past project briefs)Ops Agent (deadline reminders)Comms Agent (proposal drafting)

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