Features
As much platform as you need
Every capability is a module you switch on or off per organisation. Below is everything schakl does, grouped from client work to platform. Many of them come with a live demo.
Client work
The client is the centre; the billable work hangs off it.
My Day
The screen everyone starts on: a board of tiles contributed by the modules you run, arranged by each person, with a team default underneath.
Clients at the centre
Live demoContacts, projects, domains, hours and invoices all attach to the client — one page with the full picture.
Contacts
Live demoOne primary contact and as many others as you need, all attached to the client. Click a chip to switch the primary.
Projects & budgets
Live demoHour and money budgets with burn colours, retainers and monthly caps — every number opens down to the entry behind it.
Tasks & templates
Live demoA board that opens on what is due today, tasks that always have a client, a deadline and somebody on them, dictated or mailed in instead of typed, with checklists, templates and recurrences laid out a year ahead.
The shared calendar
One calendar carrying several feeds at once: team leave, public holidays, planned task blocks and your own Google or Outlook events, shared calendars included, coloured per leave type, per calendar or per colleague.
Frictionless time tracking
Live demoTimer, weekly timesheet and the whole team's hours in one overview. Billable, approved and invoiced are three separate flags, and what is ready becomes an invoice line.
Run the agency
Contact, services, money, assets and people: the day-to-day of the shop.
Interactions
Live demoEmails, meetings, calls and notes on one timeline per client. Matched mail from Gmail or Outlook waits neatly for your review.
Meetings
Live demoRecord a meeting in the browser and get the transcript, the minutes as a contact moment on the client, the decisions, and a task per action item that schakl. fills in for you.
Subscriptions
Live demoRecurring agreements per client, with price history, included hours and a billing cycle that drafts the invoice itself.
Invoicing & quotes
Live demoInvoices, quotes and credit notes right beside the hours, retainers and domains they bill — picked from what is still outstanding, in your own design, payable online.
Websites, domains & hosting
Live demoDomains, websites and hosting accounts attach to the client, with public DNS, Cloudflare and your registrar's register on the same page, and per website the WordPress credential and the monitor that belong to it.
Leave & schedules
Live demoLeave types matching your policy, per-employee work schedules and public holidays that cost no hours. The API does the math.
Employee records
Employment periods carrying their own working week, each as employee or as freelance, and a record per person holding the contract, growth plans and collective agreement on one page.
Grow and show
The client's numbers, the story around them, and a place the client can look for themselves.
Marketing per client
Live demoGoogle Analytics, Search Console, Google Ads, SE Ranking and Rank Math linked per client and shown where you already work, with a leads dashboard per client instead of a Looker report per client and visibility in AI answers beside it.
Client reports
Live demoThe monthly report as a document — every number frozen into one snapshot, the prose in your agency's own tone of voice, and by default a person who reads it before the client does.
Client portal
Give your client's contact person their own login into your app: their dashboard, their reports, their invoices. Nothing else.
Platform & integrations
Cross-cutting foundations and the ways to connect schakl.
Custom fields
Live demoDefine your own typed fields on any entity type, required if you like. They appear automatically in forms and lists.
Roles & permissions
Live demoRoles carrying exactly the permissions you grant, per organisation. Everything is closed by default; you decide who may do what.
Activity & audit
Live demoEvery changed record keeps what changed, by whom and when. The trail stays, even after someone leaves.
Import & export
Every list you can read, you can also take out and bring back — CSV, TSV, Excel or a pasted block. Check first, then apply in one go.
Notifications
A bell everyone actually reads, plus e-mail, browser notifications on your phone, Slack, Teams or a webhook. Per event you choose whether it arrives now or tomorrow morning as one digest.
Automation
If this happens, then that. An event fires, your conditions are checked and the actions run in the background — every firing lands in the run log.
AI on your own key
Live demoYour own provider on your own key: Anthropic, OpenAI or a server you run yourself. An assistant that reads your whole workspace, tasks you dictate or change in words, and eight features you switch separately, with a monthly budget and a meter.
White-label & multilingual
Live demoYour logo, colours and domain throughout the app — no rebuild. Dutch by default, English built in, more languages are one file away.
Integrations on your own accounts
Live demoMollie and SnelStart, Timeon, Cloudflare and OXXA, Google Workspace and Microsoft 365, Google Ads and Tag Manager, WordPress and Uptime Kuma, your marketing sources, your own AI and speech provider, single sign-on, S3 storage, the REST API and MCP. Every integration runs on your account and your keys.
Ready to get started?
From installation to every module: it is all in the documentation.