You’ve heard of, and probably even used, some of the most well-known platforms for agency work: Hubspot, Airtable, ClickUp, Trello, Asana.

But no tool is perfect – so you might decide to invest and build your own software.

“Five years ago, we developed our own platform to run our entire agency model,” says Chris Scott, chief digital officer at Revere Agency. 

“Everything from account management, quoting, invoicing, reporting, HR records and management, time tracking, task management, scheduling –  all of that is in there.”

Their own custom-made agency platform was so successful due to its flexibility to grow as Revere grows.

So, what were the other platforms doing wrong?

“We were using another agency software at that moment in time on a subscription basis, and it just didn’t provide us with the flexibility we needed,” explains Chris. “It wasn’t feature-rich; we assessed the market and nothing had the full scale we needed to run the business how we wanted to.”

By having their own platform, they’ve been able to drill down into their data and get a clear picture of what is and isn’t working. 

“It’s allowed us to make informed decisions much faster than before,” says Chris. “For example, we can see patterns in client demand, understand our project margins in real-time, and adjust our strategies accordingly. It’s been a game-changer for operational efficiency and financial planning.”

If you’ve been considering creating your own agency platform and wondering how go about it, join us for this month’s technical mastermind, where Chris will delve into how his platform works – and the benefits it brings.