Run Your Agency Like a Well Oiled Machine
Greta helps agency operations teams manage client work, track deliverables, and handle approvals without losing track of anything or anyone.
How it's works
How Agencies Deliver Consistent Client Work with Greta
From project kickoff to final delivery, here is how Greta keeps your agency operations organized, on time, and ready to scale.
Describe How Your Agency Manages Client Work
Tell Greta how your delivery process works and it builds a system tailored to your agency.
- "Build a project tracker for all active client accounts"
- "Create a client approval workflow for creative assets"
- "Track all deliverables and their deadlines this month"
See All Client Work in One Place
A live project dashboard shows every client, every project, and every deadline without manual updates.
- All active projects and their current status
- Deliverables due this week and next week
- Client approval status for everything in review
Connect the Tools Your Agency Already Uses
Bring in data from your project management, billing, and communication tools in one click.
- Connects with Asana, Monday and ClickUp
- Syncs with billing tools like FreshBooks and Harvest
- Works with Slack and Microsoft Teams for notifications
Send Work for Client Approval Automatically
Route deliverables to clients for review and track where every approval stands without chasing anyone.
- Automatic approval requests sent to clients
- Feedback collected in one structured place
- Revision tracking with clear version history
Track Profitability and Team Utilization in Real Time
See how your team is spending their time and whether projects are on budget without a manual timesheet review.
- Hours tracked vs hours budgeted per project
- Profitability by client and by project type
- Team utilization and capacity at a glance
What You Get
Built for Agencies That Want to Scale Without Losing Quality
Greta gives agency operations teams the structure and automation to deliver great work consistently, even as your client list grows.
Project and Deliverable Tracker
See every project, every deliverable, and every deadline for every client in one live dashboard that never goes out of date.
Client Approval Workflows
Send deliverables to clients for review automatically and track feedback and approvals without chasing anyone over email.
Team Capacity Management
See who is overloaded and who has availability so you can assign new work without burning out your team.
Budget and Profitability Tracking
Track hours and costs against project budgets in real time so you always know if a project is on track financially.
Client Reporting
Generate clean progress reports for each client automatically and share them on whatever schedule your clients expect.
Also See
Other Operations Teams Using Greta
Greta works across every operations team. See how other teams are using it to get more done.
View all Operations teamsFAQ
Questions About Agency Operations with Greta
Here is what agency ops teams usually ask before getting started.
Yes. Greta gives you one dashboard where you can see the status of every project across every client without switching between tools.
Yes. Set up a reporting schedule for each client and Greta will generate and send a clean summary at whatever frequency they expect.
Build Something Real
If you can describe it, you can build it.