From sign-up to payday
The AI helps at every step; anything that spends money or goes to a client waits for a person.
Set up your office
Add your team, their roles and work weeks, holidays and leave policies. Connect your shared inboxes — email, WhatsApp, Slack, Teams or Google Chat — so client messages land in one place.
Each person sees their own
Staff see their own work; owners and managers see the agency
Indian templates
Leave policies, holidays and payroll rules to start from
Bring in the work
Leads arrive from your website forms, email and — with the Marketing add-on — Meta Lead Ads, and are shared out to your team in turn. Proposals are drafted from everything the lead has told you.
Nothing slips
Follow-up reminders on every open lead
Deals and retainers
Track one-time value and monthly recurring billing
Run the day
Attendance, field visits and deliverables with proof come into one view. The AI office manager follows up on what is late, and approvals arrive with the records behind them.
A live office view
See who is in, on a visit, or away
Approvals with evidence
Claims checked against calls, mail and visits in GigRoot
Bill and get paid
Raise GST invoices and recurring bills, take payment online through your own Razorpay or Stripe account, and run payroll with Indian rules. Money moves between you and your client directly.
Your own gateway
Payments settle to your account, not ours
Books from every invoice
Ready for your GST returns and your accountant
Different journeys,
one platform
For agency owners
- 1.Set up your team and policies
- 2.Connect your inboxes and lead sources
- 3.Approve what matters, with evidence
- 4.See efficiency and work coverage each month
- 5.Ask the AI manager anything
For managers
- 1.Assign deliverables and tasks
- 2.Review proof and approve
- 3.Track attendance and field visits
- 4.Answer clients from shared inboxes
- 5.Run reports across modules
For staff
- 1.Clock in, or check in at a visit
- 2.See your own day and deadlines
- 3.Submit work with proof
- 4.Log calls and meetings
- 5.Ask Root, your own assistant
For field teams
- 1.Check in at client sites
- 2.Travel claims by road distance
- 3.Record each visit outcome on the spot
- 4.Field duty pauses idle tracking
- 5.All from the phone app
