Keep Your Client Communications Organized
Keep Your Client Communications Organized
Keep Your Client Communications Organized
Don't let high client volume bury your communications.
Digital agencies juggle dozens of clients and projects at any given time – which often means conversations slip through the cracks. Skarbe centralizes every email, call, and meeting note and even automates your follow-ups, so no client interaction gets lost.
Don't let high client volume bury your communications.
Digital agencies juggle dozens of clients and projects at any given time – which often means conversations slip through the cracks. Skarbe centralizes every email, call, and meeting note and even automates your follow-ups, so no client interaction gets lost.
No credit card required
No credit card required
No credit card required
Problem
The Pain Points of Digital Agencies
The Pain Points of Digital Agencies
Digital marketing and creative agencies live and die by client communication. Yet keeping up can be a nightmare when:
High client volume, low bandwidth
High client volume, low bandwidth
One account manager might handle 20+ client accounts. With so many calls and emails flying around, it’s easy to overlook details or forget to reply. Agencies expanding their client bases often struggle to manage communications efficiently. Important updates get buried, and follow-ups fall by the wayside.
Instead of spending 15 minutes logging the conversation, Skarbe has already recorded and transcribed the call. By the time the call ends, it has generated a summary of the key points and next steps and synced them into your CRM automatically.
Project-based workflows
Project-based workflows
Many agencies operate on a per-project basis, running multiple campaigns with defined timelines. Communication surges during a project kickoff or delivery, then goes quiet. In the shuffle between onboarding new projects and wrapping up others, teams lose track of who said what and when. A client might ask for a change, but by the time you circle back, the context is scattered across meeting notes and email threads.
Instead of spending 15 minutes logging the conversation, Skarbe has already recorded and transcribed the call. By the time the call ends, it has generated a summary of the key points and next steps and synced them into your CRM automatically.
Scattered communications
Scattered communications
Client conversations are spread across emails, Zoom calls, Slack messages, and notebooks. With no single source of truth, crucial information lives in silos. One missed email or misplaced note can mean a misunderstanding or a missed deliverable. Miscommunication, missed messages, and slow responses become the norm when there's no centralized system.
Instead of spending 15 minutes logging the conversation, Skarbe has already recorded and transcribed the call. By the time the call ends, it has generated a summary of the key points and next steps and synced them into your CRM automatically.
Manual follow-ups & admin overload
Manual follow-ups & admin overload
Your team spends hours every week writing follow-up emails, chasing clients for feedback, and updating CRM entries. In fact, waiting on client responses is cited as a top agency challenge, often taking weeks without a nudge. All that busywork not only saps productivity but also increases the risk of human error. Critical updates might never make it into the CRM, and “just checking in” emails can slip through the cracks if someone gets busy.
Instead of spending 15 minutes logging the conversation, Skarbe has already recorded and transcribed the call. By the time the call ends, it has generated a summary of the key points and next steps and synced them into your CRM automatically.
The result? Potential new projects go cold, existing clients feel neglected, and your team is stuck doing paperwork instead of delivering creative value. It’s clear that traditional tools (and sheer human memory) aren’t enough to stay on top of all these communications chaos.
The result? Potential new projects go cold, existing clients feel neglected, and your team is stuck doing paperwork instead of delivering creative value. It’s clear that traditional tools (and sheer human memory) aren’t enough to stay on top of all these communications chaos.
Solution
How Skarbe Fixes It
How Skarbe Fixes It
Skarbe is an AI-powered communications assistant built to tackle these exact challenges. It acts as your agency’s always-on coordinator for client interactions. Here’s how:
Skarbe is an AI-powered communications assistant built to tackle these exact challenges. It acts as your agency’s always-on coordinator for client interactions. Here’s how:
Every email, call, and meeting with a client is automatically captured and organized by Skarbe.
Every email, call, and meeting with a client is automatically captured and organized by Skarbe.
Instead of digging through inboxes or asking “did anyone write that down?”, you have a complete timeline of conversations at your fingertips.
After each call, Skarbe transcribes the discussion and generates clear meeting notes with key points and action items. It analyzes all this data to suggest tailored next steps and even drafts personalized follow-up emails. That means the moment you hang up with a client, your follow-up is practically ready to send – no procrastination, no forgetting.
Instead of digging through inboxes or asking “did anyone write that down?”, you have a complete timeline of conversations at your fingertips.
After each call, Skarbe transcribes the discussion and generates clear meeting notes with key points and action items. It analyzes all this data to suggest tailored next steps and even drafts personalized follow-up emails. That means the moment you hang up with a client, your follow-up is practically ready to send – no procrastination, no forgetting.
Because Skarbe logs every interaction, it keeps your CRM and project systems up-to-date without you lifting a finger. The tedious stuff (like data entry and scheduling reminders) is handled in the background.
Because Skarbe logs every interaction, it keeps your CRM and project systems up-to-date without you lifting a finger. The tedious stuff (like data entry and scheduling reminders) is handled in the background.
Your team can focus on strategy and creative work, while Skarbe makes sure every client is engaged and every task is followed up on.
Your team can focus on strategy and creative work, while Skarbe makes sure every client is engaged and every task is followed up on.
The outcome: projects stay on track, client relationships flourish, and your team saves hours of administrative work each week (Skarbe users report saving over 10 hours weekly on manual tasks).
The outcome: projects stay on track, client relationships flourish, and your team saves hours of administrative work each week (Skarbe users report saving over 10 hours weekly on manual tasks).
Key Benefits
Why Agencies Love Skarbe
Why Agencies Love Skarbe
Why Agencies Love Skarbe
Skarbe brings a suite of intelligent features to streamline client communication. Here are the big wins for your agency.
Skarbe brings a suite of intelligent features to streamline client communication. Here are the big wins for your agency.
AI-Powered Call Transcription & Notes
AI-Powered Call Transcription & Notes
Never struggle to remember what was said on a client call. Skarbe records and transcribes every call automatically, then distills the conversation into searchable notes and highlights. You get an instant meeting summary for you and your team to reference, ensuring no details are missed or misunderstood.
No more frantic note-taking; focus on the conversation and let Skarbe capture it for you.
Never struggle to remember what was said on a client call. Skarbe records and transcribes every call automatically, then distills the conversation into searchable notes and highlights. You get an instant meeting summary for you and your team to reference, ensuring no details are missed or misunderstood.
No more frantic note-taking; focus on the conversation and let Skarbe capture it for you.
Automated Follow-Ups & Reminders
Automated Follow-Ups & Reminders
Keep the client engagement going without manual effort. Skarbe uses AI to draft follow-up emails and can even schedule gentle reminder emails when a client hasn’t responded in a few days.
It’s like having a personal assistant that ensures timely, effective follow-ups for every prospect or project. This means fewer clients “go dark” and more projects move forward on schedule.
Keep the client engagement going without manual effort. Skarbe uses AI to draft follow-up emails and can even schedule gentle reminder emails when a client hasn’t responded in a few days.
It’s like having a personal assistant that ensures timely, effective follow-ups for every prospect or project. This means fewer clients “go dark” and more projects move forward on schedule.
One-Click CRM Sync (Zero Data Entry)
One-Click CRM Sync (Zero Data Entry)
Say goodbye to the drudgery of updating spreadsheets or CRM records after each call. With one click, Skarbe syncs your call notes, emails, and action items directly to your CRM or project management tool. In fact, Skarbe keeps the CRM automatically updated in real-time.
Your team spends 0 minutes on data entry, and yet your client database is always complete and up-to-date.
Say goodbye to the drudgery of updating spreadsheets or CRM records after each call. With one click, Skarbe syncs your call notes, emails, and action items directly to your CRM or project management tool. In fact, Skarbe keeps the CRM automatically updated in real-time.
Your team spends 0 minutes on data entry, and yet your client database is always complete and up-to-date.
Smart Scheduling Assistant
Smart Scheduling Assistant
Stop playing calendar tag with clients. Skarbe’s smart scheduler finds optimal meeting times, sends invites, and can even follow up to confirm meetings. Need to set a monthly check-in call with 15 clients? Skarbe automates the outreach and scheduling. This reduces back-and-forth emails and makes booking meetings seamless for both your team and your clients.
Stop playing calendar tag with clients. Skarbe’s smart scheduler finds optimal meeting times, sends invites, and can even follow up to confirm meetings. Need to set a monthly check-in call with 15 clients? Skarbe automates the outreach and scheduling. This reduces back-and-forth emails and makes booking meetings seamless for both your team and your clients.
Instant Data Enrichment
Instant Data Enrichment
Get full context on every client. The moment you add a new client contact, Skarbe can auto-enrich their profile with public data – pulling in details like their company info, job title, LinkedIn profile, and more. Walk into every client conversation prepared, without spending time on research.
It’s an immediate 360° view of who you’re talking to, which means more personalized service and insight-driven pitches.
Get full context on every client. The moment you add a new client contact, Skarbe can auto-enrich their profile with public data – pulling in details like their company info, job title, LinkedIn profile, and more. Walk into every client conversation prepared, without spending time on research.
It’s an immediate 360° view of who you’re talking to, which means more personalized service and insight-driven pitches.
Each of these features is designed to reduce manual work and enhance client communication. Together, they ensure you’re always on top of each account without feeling overwhelmed.
Real-World Scenarios
How Digital Agencies Use Skarbe
How Digital Agencies Use Skarbe
SaaS sales teams are already leveraging Skarbe to streamline their workflow. Here are a few scenarios of Skarbe in action.
SaaS sales teams are already leveraging Skarbe to streamline their workflow. Here are a few scenarios of Skarbe in action.
Example 1
Keeping track of client calls
no more “who said what?”
Keeping track of client calls no more “who said what?”
After a big client kickoff call, your team usually scrambles to summarize notes and email them around. With Skarbe, the entire call – from creative brief discussions to deadline agreements – is transcribed and summarized the moment it ends.
For example, if your creative director couldn’t attend the meeting, they can read the Skarbe call notes and instantly get up to speed before working on the campaign concepts. Everyone stays aligned, and nothing gets lost in translation.
After a big client kickoff call, your team usually scrambles to summarize notes and email them around. With Skarbe, the entire call – from creative brief discussions to deadline agreements – is transcribed and summarized the moment it ends.
For example, if your creative director couldn’t attend the meeting, they can read the Skarbe call notes and instantly get up to speed before working on the campaign concepts. Everyone stays aligned, and nothing gets lost in translation.
Example 2
Automated follow-ups for campaigns
Automated follow-ups for campaigns
You just presented a campaign proposal to a new client.
In a typical scenario, you might set a reminder and draft a follow-up email days later (if you remember). Instead, Skarbe has already drafted a courteous follow-up email referencing key points the client cared about, ready for you to review or send immediately. It will also nudge you if three days go by with no reply.
You just presented a campaign proposal to a new client.
In a typical scenario, you might set a reminder and draft a follow-up email days later (if you remember). Instead, Skarbe has already drafted a courteous follow-up email referencing key points the client cared about, ready for you to review or send immediately. It will also nudge you if three days go by with no reply.
The result? Clients get timely responses and feel taken care of, and your agency looks ultra-responsive without anyone on your team doing repetitive work.
The result? Clients get timely responses and feel taken care of, and your agency looks ultra-responsive without anyone on your team doing repetitive work.
Example 3
Organizing project communications in one place
Organizing project communications in one place
Imagine you’re preparing for a quarterly strategy meeting with a long-term client. Over the past months, you’ve had multiple email threads, status calls, and brainstorming sessions with them.
Skarbe brings up the entire history of communications – every email, call transcript, meeting note – in one consolidated view. You quickly scan the highlights and previous action items in minutes.
Imagine you’re preparing for a quarterly strategy meeting with a long-term client. Over the past months, you’ve had multiple email threads, status calls, and brainstorming sessions with them.
Skarbe brings up the entire history of communications – every email, call transcript, meeting note – in one consolidated view. You quickly scan the highlights and previous action items in minutes.
When you walk into the meeting, you recall exactly what was discussed last time and can pick up right where you left off. This kind of continuity wows clients and builds trust, because it shows you remember the details that matter to them.
When you walk into the meeting, you recall exactly what was discussed last time and can pick up right where you left off. This kind of continuity wows clients and builds trust, because it shows you remember the details that matter to them.
These are just a few examples. Whether it’s onboarding a new client (with automated welcome emails and an initial call summary) or keeping internal teams in sync on client feedback, Skarbe becomes the backbone of your agency’s communication workflow.
These are just a few examples. Whether it’s onboarding a new client (with automated welcome emails and an initial call summary) or keeping internal teams in sync on client feedback, Skarbe becomes the backbone of your agency’s communication workflow.
Ready to Streamline Your Agency’s Communications?
Ready to Streamline Your Agency’s Communications?
Effective client communication shouldn’t feel like juggling knives.
Skarbe gives your agency a smarter way to manage high volumes of client interactions with ease. When you eliminate the chaos of scattered emails and the drain of manual follow-ups, you free your team to focus on what they do best: delivering creative, impactful work for your clients.
It’s time to put an end to missed follow-ups and forgotten emails. Give Skarbe a try and see the difference in your client relationships and project success.
Start Free – set up your account in minutes and watch your next client call practically write itself into your CRM. Or Talk to Sales to see how Skarbe can be tailored to your agency’s needs.
Effective client communication shouldn’t feel like juggling knives.
Skarbe gives your agency a smarter way to manage high volumes of client interactions with ease. When you eliminate the chaos of scattered emails and the drain of manual follow-ups, you free your team to focus on what they do best: delivering creative, impactful work for your clients.
It’s time to put an end to missed follow-ups and forgotten emails. Give Skarbe a try and see the difference in your client relationships and project success.
Start Free – set up your account in minutes and watch your next client call practically write itself into your CRM. Or Talk to Sales to see how Skarbe can be tailored to your agency’s needs.
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved