NEW: Task approval workflows. Client or manager sign-off before work counts as done. See how NEW: Automations. If/then rules that assign, notify and chase for you. See how NEW: E-signatures. Route contracts through ordered signers with a full audit trail. Learn more NEW: Client portal 2.0. Action items, magic links and proofing for every client. Take a look NEW: Email-to-task, intake forms and docs. Work flows in; nothing gets lost. Read the docs
THE VIVOTICS BLOG

Run the business,
not the busywork

Operations guides from a team that ran an agency for ten years before building the platform.

Run Your Whole Business in One Platform: The Complete Guide
COMPLETE GUIDE

Run Your Whole Business in One Platform: The Complete Guide

What all in one business management software actually covers, who needs it, what it replaces, and how to migrate without losing a week. By a founder who did it.

Jul 11, 2026 • 9 min read
Project Management for Agencies: A Practical Guide
GUIDE

Project Management for Agencies: A Practical Guide

How agencies keep client work profitable: scoped client portals, billable time that becomes invoices, and per project margins. From ten years of agency delivery.

Jul 11, 2026 • 7 min read
How to Run Payroll for a Small Business, Step by Step
GUIDE

How to Run Payroll for a Small Business, Step by Step

A seven step payroll process for small teams: salary structures, attendance data, overtime, deductions, payslips and posting the expense. No spreadsheets.

Jul 11, 2026 • 7 min read
CRM for Service Businesses: From First Touch to Paid Invoice
GUIDE

CRM for Service Businesses: From First Touch to Paid Invoice

A service business CRM has one job: turn conversations into delivered, invoiced work. The pipeline stages, follow-up rules and handoffs that make it happen.

Jul 11, 2026 • 6 min read
Employee Attendance Policy: What to Include (With Structure)
GUIDE

Employee Attendance Policy: What to Include (With Structure)

A practical employee attendance policy structure: definitions, grace rules, half-day thresholds, escalation steps and how tracking software enforces it fairly.

Jul 12, 2026 • 7 min read
Employee Onboarding Checklist: First Day to First Quarter
GUIDE

Employee Onboarding Checklist: First Day to First Quarter

An employee onboarding checklist covering pre-arrival setup, day one, week one and the first quarter, plus the handoffs HR usually drops between systems.

Jul 12, 2026 • 7 min read
How to Write a Project Proposal That Wins (7 Sections)
GUIDE

How to Write a Project Proposal That Wins (7 Sections)

A seven section project proposal structure from ten years of agency pitching: problem, outcome, approach, timeline, team, price and terms, plus what to cut.

Jul 12, 2026 • 8 min read
Invoice Payment Terms That Get You Paid on Time
GUIDE

Invoice Payment Terms That Get You Paid on Time

Which invoice payment terms actually shorten payment cycles: net periods, deposits, late clauses, reminders, and the automation that enforces them politely.

Jul 12, 2026 • 6 min read
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