ClickUp for Account Managers

All Your Clients. All Their Work. In One Place.

Account managers need a single source of truth to keep themselves sane and their clients happy. ZenPilot helps account managers build a single source of truth and get a completely accurate, live view of every campaign, deliverable, and task for their clients in one place.

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Simplify Account Management With ZenPilot

Better Visibility. Happier Clients.

Avoid your clients questioning what you've done for them. We'll make your clients love you because they'll know exactly what you're doing, what you've done, and the results. Best of all, this will all be automated and in one place for your clients to see.

Centralize All Client Information

Stop scattering client notes, objectives, and details across a wide variety of tools. We'll help you build a central account dashboard so that you can track the health of your client relationships, account details, and more—all in one place.

Spin Up Projects and Assignments in Seconds

Your client needs a new campaign spun up by Friday? That's easy.

We'll help you build plug-and-play process templates for everything you do to help you create, assign, and map out projects in a few minutes.

Say Goodbye to Scope Creep

You need to keep your clients happy, profitable, and in scope at the same time.

We'll help you visualize exactly how many hours or how much effort you have left to give your clients this month. That way, you aren't overcommitting and underdelivering or overwhelming your team.

Make Dropped Balls a Thing of the Past

Client fires happen when context isn't passed across handoffs, and work slips through the cracks.

We'll help you build your processes and train your team so that everyone knows exactly what they need to do, when they need to do it, and where to communicate with the team. Your team won't work in silos, handoffs will be seamless, and your clients will love your organization.

Agencies Love Working With ZenPilot

The real game changer of working with ZenPilot was the visibility it gave us into our whole business.

ZenPilot is hands down one of the best investments we’ve made as a business. They help us live up to our value of excellence. If you have any doubts, leave them at the door and jump in!

Rebecca Nash

Director of Operations, Beam Content

ZenPilot has been the most impactful agency operations investment we’ve ever made. They understood our situation, know ClickUp inside out, and led our team to a successful implementation.

If you’re serious about scaling your agency, you need to talk to ZenPilot - they transformed how we work and led a 300% improvement in efficiency.

Michael Lisovetsky

Co-Founder, JUICE

Thanks to ZenPilot, the company has increased their overall productivity by 400% and revenue acquisition by 25%.

The team strictly adheres to timelines and the budget, but internal stakeholders are particularly impressed with their knowledge and workforce methodology.

Shayla Pearson

Director of Rev Ops, Seaworthy Strategy

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The ZenPilot Difference

We help you eliminate the guesswork and build a proven ClickUp system that works.

ClickUp's Highest-Rated Solutions Partner

Over the last 10 years, we've evaluated, used, and tested every project management tool on the market. We're now the most-trusted solutions partner for ClickUp.

Agency Operations Experts

With a behind-the-scenes look at 3,000 different agencies, we've built and tested the systems and processes agencies need to build more productive, profitable, and healthy teams.

ROI-Driven Change Management Experts

After leading over 10,000 people through a transformation in the way they work, we've designed the exact playbook agencies need to get their team to buy in and build the habits that make a project management system work.