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How DiMarAg Hub works

From first conversation
to ongoing client work.

DiMarAg Hub connects the steps behind agency work—from organizing client context and defining services to coordinating delivery and continuing the relationship.

See the workflow Explore the steps

A clear operating flow

Five steps.
One connected relationship.

Teams can follow a consistent path while keeping the details of each client, service, and engagement in view.

STEP 01

Capture the context

Organize the lead or client, contacts, interests, needs, and conversation history.

CLIENTS · LEADS
STEP 02

Define the service

Choose from the agency’s offerings and connect the work to the right client account.

SERVICE CATALOG
STEP 03

Set the scope

Prepare a quote that explains the selected services and commercial details.

QUOTES · INVOICES
STEP 04

Coordinate delivery

Keep projects, tasks, appointments, files, and communication close to the work.

PROJECTS · TASKS
STEP 05

Continue the relationship

Keep account activity, service history, and renewal reminders visible over time.

HISTORY · RENEWALS

Client collaboration

Use the portal when it fits.
Keep working when it doesn’t.

Some clients want a shared workspace. Others prefer direct communication. The agency can keep managing the work in Hub either way.

WITH THE CLIENT PORTAL

Give clients a shared view

Use the portal for client-facing access to relevant information and work.

  • Services, quotes, and invoices
  • Appointments, files, and messages
  • Tasks and shared activity
WITHOUT THE CLIENT PORTAL

Manage the process inside Hub

Keep client context and operational follow-up organized while communicating through the agency’s direct channels.

  • Client records and conversation history
  • Internal tasks and appointments
  • Files, approvals, and delivery follow-up
THE SHARED THREAD

Keep the “why” attached to the work.

When the team can see the client, service, and next step together, it is easier to pick up the work and understand what needs attention.

Know who the work is for

Keep contacts, needs, communication, and client history connected.

Know what the agency provides

Relate the service catalog and agreed scope to the client account.

Know what happens next

Keep tasks, appointments, files, and follow-up close to the delivery work.

See it in your agency’s context

A connected workflow starts with your client story.

Explore how DiMarAg Hub can fit the services and work your team manages.

Request a personalized demo