Use cases

How agencies use
Sociably AI

Real workflows from a real agency that built this tool to solve real problems. After 10 years managing 150+ clients in Perfex CRM.

Use case 01 · Billing
Cutting invoice follow-up time
from 5 minutes to 10 seconds.

The most common question in any agency: "What does this client owe?" Before Sociably, answering it meant opening Perfex, finding the client, filtering invoices, checking amounts and dates. Now it's one question.

Before

A client emails asking about an invoice. You open Perfex, search the client, go to their invoices tab, find the right invoice, check the status, note the amount and due date, switch back to email, write the reply. 4-6 minutes per question.

After

Click the Sociably icon in Chrome. Type the client name. Ask "what invoices are outstanding?" Get: "3 unpaid invoices totalling €2,400. Invoice #1042 is 47 days overdue." Reply to the client in 30 seconds.

~4min
Saved per invoice question
20+
Invoice questions per week (typical agency)
~2hrs
Saved per week per team member
"We have 150 clients. Every day at least 10 questions come in about invoices. Before, each one cost us 5 minutes. Now it costs us 20 seconds."
George K. — Themelio Studio, Athens
Use case 02 · Operations
Starting the day informed,
not surprised.

The daily briefing changes how your team starts the day. Instead of discovering an overdue invoice when a client calls angry, you see it at 8am and act first.

1
8am — Slack posts the daily briefing to #sociably-briefing. Total overdue amount, top clients by balance, contracts expiring this month.
2
8:05am — Account manager sees FEELFREE has 31 overdue invoices totalling €7,696. Types /sociably FEELFREE to get full briefing and recommended actions.
3
9am — Account manager calls FEELFREE with full context. "I'm calling about your outstanding balance of €7,696 across 31 invoices. Can we arrange a payment plan?" — not "Hi, I need to check something..."
✓
Result — Proactive collections instead of reactive. Clients respect agencies that are on top of their accounts. Payment rates improve.
Without daily briefing

You discover overdue invoices when clients call to dispute them, or when you manually run reports. By then the relationship is already strained.

With daily briefing

Every morning your team knows exactly which clients need attention today. You call them before they call you. You control the narrative.

Use case 03 · Account management
Never lose a contract renewal
to poor timing again.

Contract renewals are agency revenue. Losing one because you forgot to follow up 30 days before expiry is preventable. Sociably makes sure you never miss one.

1
The daily briefing shows all contracts expiring in the next 30 days — every morning, automatically.
2
Click the client in the briefing. The Chrome extension opens a chat with that client's full context loaded.
3
Ask: "Draft a contract renewal email for this client" — the AI writes it with the correct contract name, dates and amounts.
✓
Send the email. Client renews. Revenue secured. 3 minutes of work.
Use case 04 · Team
New staff member productive
on day one.

When a new account manager joins, it used to take weeks before they knew the client base well enough to handle calls confidently. With Sociably, they can look up any client in seconds.

Week 1 without AI

New hire gets a call from Acme Digital. They have to say "Let me check and call you back" — put the client on hold, search Perfex, find the account, read through the history, call back 10 minutes later.

Week 1 with Sociably

New hire gets a call from Acme Digital. Immediately opens Chrome extension, types "Acme Digital", gets a full briefing in 2 seconds. Handles the call confidently with all the context they need.

The AI becomes institutional memory that any team member can access instantly. Senior staff stop being bottlenecks for "what's the status of this client?" questions.

Ready to try it on your agency?

Install in 5 minutes on your Perfex CRM. €79/year.

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