Great start for agency workflows, looking forward to more features
Hi,
I invested in Indy to manage several of my companies, get a better overview, and improve follow-up with clients. After testing it, I can already see how it improves my processes across different clients, and the potential of this product is clear and helpful.
What I’d love to see next is support for better text editing, more document types beyond contracts and proposals, for example, customisable report templates for SEO, marketing, and other client deliverables. An improved project/task management system with features like Kanban boards would also make a big difference for agency use with notifications to my email and dashboard.
Kindly,
Marcus
Overall, Indy is a solid tool with a strong foundation, and I’m hopeful the team will continue building it into a more powerful all-in-one client management platform.
Sebastian_Indy
Aug 27, 2025Hi Marcus,
Thank you so much for taking the time to share your experience with Indy. We’re thrilled to hear that it’s already helping you streamline your work across multiple companies and clients—that’s exactly what we’re aiming for.
Your suggestions are spot on. Feedback like yours helps us prioritize what will make the biggest impact for our users, and I’ve shared your ideas directly with our product team.
We truly appreciate your support and vision for what Indy can become. It’s great to have engaged users like you shaping the future of the platform.