The whole engagement, in one place.
Surge Workspace is the client management system every Surge45 client works in. The roadmap as it moves, the calls, the documents, the invoices and every conversation, from the first enquiry onwards. It comes with the work rather than as a line on the invoice.
Most agency work lives in somebody's inbox.
The plan is in a deck, the numbers are in a spreadsheet, the invoice is in an email from March, and the answer to the question you asked last Tuesday is in a thread with four people on it. Nobody is doing anything wrong. It is just that none of it is anywhere.
Six months in, that costs you the thing you are actually paying for: the ability to see what was decided, what it cost, and what it produced. And it costs us the same, which is why we built this for ourselves before we built it for you.
Ten screens, and none of them a PDF.
The roadmap, as it moves
The plan we agreed, phase by phase, with what is running now and what we need from you. Tasks assigned to your side are ticked off by your side.
One thread per conversation
Every question is a ticket with a state: open, waiting or resolved. Reply in the portal or reply to the email — both land on the same thread.
Meetings and sessions
What is booked, what has happened, and self-service rescheduling. Sessions included in what you bought are booked from here without asking anybody.
Invoices you can settle
Outstanding, paid and every payment received, each with a card link and a receipt. No chasing an email from four months ago to find the link.
Documents, both directions
Reports and decks we share, and a place to send files back. Storage is private and every download is a link that expires.
What you have bought
Services, sessions remaining, and the terms attached to each. A session becomes bookable when it is paid for, and not before.
Resources and working
The guides, standards and worked examples we publish for clients, shared into your account rather than attached to an email.
Told, not left to check
A shared document, an issued invoice, a reply, a booking. Each one reaches the bell and your inbox, and stays until it is read.
Search your own account
One box across invoices, documents, meetings, tickets and services. You do not have to remember which screen a thing was on.
Your colleagues, properly
Add people to the account with their own sign-in. Read state is personal, so a notice one person opens does not vanish for everyone else.
One channel, with a state
There is one way to reach us and it is a ticket. Not because tickets are exciting, but because a message has no state and a ticket does: open, waiting on you, waiting on us, resolved. You can tell at a glance whether something is with us, and so can we.
It starts before you are a client. An enquiry or an audit request opens a thread and creates your account in the same moment, so the first answer you ever get from us is already in the place every answer after it will be.
Email still works. Reply to any message from us and it lands on the same thread, in order, next to everything else. Nothing needs you to log in to be reachable, and nothing needs an inbox to be findable.
There is no onboarding project.
You ask us something
An enquiry, an audit request or an email. It opens a ticket, and your account is created at the same moment.
You activate the account
One link, one password of your choosing. The answer to what you asked is already waiting inside.
Everything lands there
The roadmap, the calls, the documents, the invoices and every reply, from the first conversation onwards.
Everyone on your side, not just the sponsor.
Founders and CMOs
See what is running, what it cost and what it produced, without asking for a status update.
Finance
Every invoice, payment and receipt in one place, payable by card.
The teams doing the work
Tasks, documents and the answer to the question they asked last Tuesday.
Your account sees your account
Separation is enforced in the database rather than in the screens. Every query runs as you, against rules that scope each row to the organisation it belongs to, so a page cannot show the wrong client's invoice even if somebody writes the page badly.
Files sit in private storage and are handed out as links that expire. Colleagues get their own sign-ins rather than a shared password, and the first person on an account can add and remove the rest without coming back to us.
Included with every engagement. There is no per-seat charge and no upsell.
See it with your own engagement in it.
Book a discovery call and we will walk you through Surge Workspace with the work we would actually be doing for you.