One workspace for campaign pipelines, client health, AI email triage, and pitch generation — purpose-built for media agencies. No per-seat fees, ever.
Six tools replaced by one workspace, built for how account-led agencies actually think and work.
Every incoming email classified as Urgent, Follow-up, or FYI before you open it. Noise sinks automatically — urgent client emails rise to the top.
Agency-native stages: Brief → Pitch → Approved → Live → Reporting. Not a sales pipeline renamed — built around how campaigns actually move.
Pulls context from the client record, generates a structured first draft in seconds. You refine — not recreate from scratch every time.
Health score per client — Green, Amber, or Red — from days since last contact, overdue tasks, and unanswered emails. At-risk accounts flagged before they go cold.
Companies, contacts, activity timeline, tasks, notes, and email sync — all linked. No six-month setup. Your data on your own dedicated server.
Briefs, proposals, and reports stored against client records. Browse and download anytime — no more hunting through Drive or email attachments.
AI reads every incoming email and classifies it as Urgent, Follow-up, or FYI before you open it. Account managers handling 80–120 emails a day finally have a clear view of what needs attention now — and what can wait.
Get StartedA Kanban built around Brief → Pitch → Approved → Live → Reporting — the actual stages a campaign moves through. Each campaign is linked to a client record with platform tags, overdue flagging, and drag-and-drop updates synced instantly.
Get StartedPulls company info, past campaigns, and notes directly from the client record. Generates a structured pitch — objective, audience insight, concept, deliverables, timeline — that you refine rather than write from scratch. 50 credits included every month.
Get StartedEvery Surgeio deployment ships with all six modules — no add-ons, no feature tiers, no lock-in.
Health score per client — Green, Amber, or Red — calculated from days since last contact, overdue tasks, and unanswered emails. At-risk accounts flagged before they go cold.
Companies, contacts, activity timeline, tasks, notes, and email sync — all linked. No six-month setup, no consultants. Your data lives on your own dedicated server.
Briefs, proposals, and reports stored against client records. Browse and download anytime — no more hunting through Drive or email attachments.
Admin, Account Manager, and Viewer roles built in. Invite your whole team — no per-seat charges, ever. Account managers see only their assigned clients.
"We replaced HubSpot, Notion, and a shared Gmail inbox. The email triage alone saves two hours a day per account manager."
"The pitch generator is the one that sold the team. First draft in 30 seconds, using data we'd already entered. We just refined it."
"Client health scores changed how we run weekly reviews. We know which accounts need attention before anyone has to say anything."