New team members.Up to speed from day one.
Give every new hire the client context and clear brief they need to get started.
WELCOME TO A CLEARER HEADSPACE
MyBriefy is client brief software for marketing agencies. Clients fill in and approve structured briefs in a portal, and your team turns them into contracts, tasks and invoices. From $20 a person a month.
Try for free 30-day free trial. No credit card needed.MADE FOR THE WAY YOU WORK
Marketing agencies, Digital agencies, Freelancers, Creative teams
FROM CHAOS TO CLARITYWho needs
Who needs
MyBriefy?
Your clients, briefs, tasks, contracts and invoices in one place, so your team always knows what to do next.
Agencies without MyBriefyAgencies using MyBriefy
MYBRIEFY ONEverything in place.
ORGANIZED & ALIGNED
Everything in place.
Room to breathe.
ORGANIZED & ALIGNED- One place for every client brief and update.
- Your whole team aligned on every client.
- New hires get up to speed in minutes.
- Approvals and notes — never lost in email.
One little switch. A whole different working day.
A little hello from Briefy.
NICE TO MEET YOUOkay so…
Try for free
Okay so…
what is MyBriefy?
MyBriefy is the brief-based CRM made for marketing and digital marketing agencies. Because an agency is nothing without a good brief.
It connects your clients with your team. Clients fill in and approve their briefs, and your team gets briefs structured by seasoned marketers, so everyone works off the same page. Drive links, brand guidelines and even color palettes now live right inside the brief, so you can all work from one place.
Automate emails into MyBriefy tasks
Install MyBriefy for Chrome and turn the email you're reading in Gmail or Outlook into a task, filed under the right client. Briefy can read the whole thread, pick out every action item and bring Gmail attachments along, with the sender, subject and date on every task. Needs the Tasks add-on.
Send contracts, proposals and invoices
Send contracts for e-signature, send proposals your leads can accept online, and send invoices, recurring invoices and receipts with automatic reminders. Everything stays with the client it belongs to, so nothing gets lost in your inbox.
Team and task management, connected to the brief
Every task sits under its client and links to the brief your team needs, so nobody has to ask where the logo files or brand colors are. Assign people, set due dates and statuses, @mention a teammate, and see what's due in list, board or project view.
An AI assistant that catches you up
Ask Briefy what's due this week, what a client asked for, or what's in a task's attachments, and get the answer without digging. Briefy can also prepare new tasks, mark tasks done or ping a teammate, and you confirm before anything changes.
LESS CHASING. MORE CREATING.Mental health driven.
Mental health driven.
Get organized.
A clearer brief. A calmer team.
A better way to work.
BUILT FOR YOUR FLOWFeatures &
Explore all features Features &
Marketing Solutions.
FIND YOUR FITA plan for
A plan for
your next chapter.
Four plans, every feature in each.
Try it all free for 30 days. No credit card needed.
MonthlyYearly · 2 months free
Per person
$20/ person / mo
Cheaper as you grow. Clients log in free.
1st person: $20
People 2–5: $18 each
People 6–20: $16 each
People 21+: $14 each
One price for the team
from $6/ mo
Never per person: one price for your team size.
Tasks + MyBriefy for Chrome
Contracts & Proposals
Invoices
All three from $19
Clients and projects
30free
Then $10 a month for every 25 more.
Each client and each extra project counts as one
No limit, scale up as you go
Briefy AI: 200 messages a month per person
Every workspace includes: Briefs and brief templates, clients and projects, client approvals and feedback, client portal, contacts, meeting logs, brand kit and Briefy, the AI assistant. Plus tax where it applies. More than 50 people? Talk to us.
Prices in US dollars ($).
Compare plans and calculate yoursThe entire agency's mental health has improved!
Until MyBriefy our client briefs were on random drives, personal emails, under someone's mousepad… The whole office was a mess! MyBriefy helped organize the entire company within 30 minutes!
Samuel NatesCEO, Yoshiro Digital
01 / 04A LITTLE MORE CLARITYGood questions.
Good questions.
Clear answers.
What is MyBriefy?
MyBriefy is a briefing tool and lightweight CRM built for marketing agencies, digital agencies and freelancers. It combines pre-filled marketing brief templates with client management, so every client brief lives under one roof, your team stays aligned, and communication with clients stays clear.
How does MyBriefy help my team stay organized?
All your client briefs, contracts, meeting notes and updates are centralized in one place instead of scattered across drives and email threads. Live updates when briefs are revised and client notifications keep everyone on the same page.
Is MyBriefy suitable for freelancers and startups?
Yes. A freelancer pays $20 a month, with 30 clients free. Each extra person costs less ($18 for people 2 to 5), so a team of 3 pays $56. Add Tasks, Contracts & Proposals or Invoices only when you need them, and try everything free for 30 days. No credit card needed.
What types of briefs can I create with MyBriefy?
Marketing briefs, creative briefs, website briefs, landing page briefs and more, using pre-filled, customizable templates so you can start fast instead of from a blank page.
Can MyBriefy be used by large enterprises?
Yes. The price per person drops as you grow ($14 from the 21st person), add-ons stay one flat price for the team, and clients have no upper limit. Teams above 50 people can talk to us about a custom plan.
How easy is MyBriefy for people above 40?
Very. MyBriefy is designed to be intuitive for everyone regardless of technical background — most teams are up and running within the first half hour.
What kind of support does MyBriefy offer?
Support is included on every plan. You can reach the team by email for help with setup, billing or day-to-day questions.
Can I customize the brief templates in MyBriefy?
Yes. Every template is customizable, so you can adapt the pre-filled fields to match how your agency works and the way your clients think.
Is there a limit to the number of users who can collaborate on MyBriefy?
No. You pay for each team member, so you pay for exactly the team you have, and you can add people any time. Clients log in free and never count as a team member. 30 clients and projects are free, and you can add more in blocks of 25.
How can I upgrade or downgrade my plan?
Change your team size, add-ons or clients at any time in My Account › Billing. Changes apply right away and are prorated on your next invoice. If a payment lapses, your workspace becomes view-only and your data stays safe.
LESS CHAOS. MORE POSSIBILITY.The new era
Try for free
The new era
of briefing.
Try for free 30-day free trial. No credit card needed.
