FEATURES

Everything your briefs need, in one place

MyBriefy combines a straightforward CRM with a powerful briefing tool — so your team stays aligned and your clients stay in the loop.

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30-day free trial. No credit card needed.

01 · BRIEFS

Structured, expert-written briefs

Pre-filled brief templates with questions written by seasoned marketers. Share them with clients to review and approve.

Marketing, creative, website & landing-page briefs
Pre-filled fields you can customize to your workflow
Live updates when a brief is revised

02 · TASKS

Tasks that start from the brief

Turn a brief into tasks in one click. Owners, deadlines and statuses, in a folder for every client and project.

List, board and by-project views
Statuses and colors shared by your whole workspace
Repeating tasks and task templates

03 · CONTRACTS

Contracts, signed in MyBriefy

Create contracts from templates, send them for e-signature and see what's signed, waiting or about to expire.

E-signature with a secure signing link
Upload the contracts you already have
Upcoming contract expiration notifications

04 · INVOICES

Invoices, receipts and profit

Send invoices and recurring invoices, automatic reminders and receipts. Track costs and see your real profit.

Recurring invoices and automatic payment reminders
Receipts sent when an invoice is paid
Costs and gross profit per client

05 · COLLABORATION

Team and client collaboration

Clients review briefs online, your team gets notified of every update, and meeting notes and contacts live with the client.

Shared client briefs for the whole team
Team & client notification systems
Client activity status at a glance
Client approval & feedback tools
Meeting archiving & management

06 · TEMPLATES

Customizable templates

Adapt marketing, creative and website brief templates, contract templates and task templates to the way your agency works.

Brief templates with your own questions
Contract templates with your standard terms
Task templates that kick off projects in seconds

MENTAL HEALTH

Less mental clutter.
More room to create.

A tidy, organized agency is a calmer agency. By centralizing every client brief and update, MyBriefy takes the chaos — and the stress — out of day-to-day agency life.

One organized home for every client
Faster onboarding for new team members
Less inbox archaeology, more focused work

LESS CHAOS. MORE POSSIBILITY.

The new era
of briefing.

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