The DiMarAg Hub platform
One workspace for
the way agencies work.
Connect client relationships, service offerings, commercial work, and delivery in a platform designed to keep the agency’s day-to-day operation in context.
Leads · contacts · account history
Catalog · quotes · invoices
Projects · tasks · appointments
Portal · files · communication
A connected operating model
Three parts of the agency.
One shared context.
DiMarAg Hub connects the relationship, the work your agency sells, and the work your team delivers—so each area has the context it needs.
Understand the account
Keep client and lead details, contacts, interests, notes, files, and history together.
Define the engagement
Connect your service catalog to client quotes, approved scope, and invoice schedules.
Move the work forward
Keep projects, tasks, appointments, communication, and files close to the account.
The platform modules
Tools that follow
the client story.
Move between connected areas without losing sight of the client, service, or next step behind the work.
CRM & client records
Organize clients, companies, contacts, leads, interests, and relationship history.
Service catalog
Maintain the services your agency offers and connect them to client engagements.
Quotes & invoices
Prepare client-facing scope and billing records tied to the account and its services.
Projects, tasks & appointments
Track assigned work, upcoming commitments, and the activity that moves delivery ahead.
Client portal & files
Offer a shared client workspace while keeping an internal path for clients who work directly with the agency.
Print marketing
Connect print services and products to client quotes, files, approvals, and operational follow-up.
Communications & Operator
Keep call records, appointments, follow-ups, and message templates connected to the client work.
Renewals & service history
Keep active services, renewal reminders, and past activity visible within the account context.
Agency team controls
Support team access with roles, multi-factor authentication, and activity auditing.
From opportunity to ongoing service
A clearer path
through the work.
Each step adds context to the same relationship, helping the team keep commitments visible from first contact through delivery.
Capture
Record the lead, people involved, interests, and conversation details.
Scope
Select services and prepare the quote and billing plan for the client.
Coordinate
Turn agreed work into projects, tasks, appointments, and service activity.
Continue
Keep client communication, files, history, and renewals near the account.
Client collaboration, your way
A portal when it helps.
An internal path when it doesn’t.
Not every client wants another login. The agency can use the client portal for shared work or manage the process directly from Hub.
A shared place to follow the work
Give clients a portal experience for relevant services, quotes, invoices, appointments, files, messages, and tasks.
Keep the workflow inside Hub
Continue to manage client records, tasks, communication, approvals, and delivery internally while working with clients through direct channels.
See the platform in context
Bring your client work into one connected view.
Explore how DiMarAg Hub can fit the services and workflow of your agency.