Marketing Agency CRM

Manage campaigns, client retainers, and creative projects effortlessly

Secure & isolated workspace Your own subdomain Ready to use immediately

Overview

The Marketing Agency CRM helps you manage the creative chaos. Track client retainers and contracts, plan and monitor campaigns across channels, coordinate creative projects with deadlines and approvals, manage your team's workload, and report results to clients. Whether you specialise in digital, content, design, or full-service marketing, this CRM keeps your agency profitable and your clients delighted.

Who is it for?

Digital marketing agencies managing SEO, PPC, and social media campaigns
Creative agencies coordinating design projects, content, and client approvals
PR firms managing media relations, press releases, and client coverage
Full-service agencies juggling multiple client retainers and deliverables

Quick Facts

Best for: Marketing agencies, digital agencies, creative studios, and PR firms
Purchase model: Once-off payment
Workspace: Private, isolated per company
Users: Unlimited team members

Get a Proposal

Features

Everything included in the Marketing Agency CRM

Client & Retainer Management

Manage client contracts, retainer values, service scopes, and renewal dates. Know exactly what you owe each client and what they pay.

Campaign Planning & Tracking

Plan campaigns with objectives, channels, budgets, and timelines. Track performance and adjust tactics based on results.

Project & Task Management

Break campaigns and retainers into projects, tasks, and subtasks. Assign work, set deadlines, and track completion.

Creative Brief & Approval Workflow

Create briefs for creative work, submit for client review, track feedback rounds, and record approvals.

Team Workload Management

See who is working on what and how much capacity each team member has. Balance workloads to avoid burnout and missed deadlines.

Content Calendar References

Plan and reference content schedules for social media, blogs, email, and other channels. Align content with campaign timelines.

Client Reporting

Generate and share performance reports with clients. Track KPIs, deliverables completed, and campaign outcomes.

Revenue & Profitability Dashboards

Track revenue by client, project profitability, team utilisation, and monthly recurring retainer income.

Why Choose Marketing Agency CRM?

Client Retention

Organised delivery and proactive reporting keep clients confident and contracts renewed.

Creative Efficiency

Structured workflows from brief to approval reduce revision rounds and speed up delivery.

Team Balance

Workload visibility prevents over-allocation and ensures your best people are on the right projects.

Profitable Growth

Revenue and profitability tracking help you take on the right clients and price your services correctly.

Real-World Use Cases

See how businesses like yours use the Marketing Agency CRM

A digital agency managing social media for 15 clients with monthly retainers

A creative studio coordinating design projects with 3 rounds of client approval

A PR firm tracking media coverage and press releases for 8 corporate clients

A full-service agency balancing workload across 10 team members and 20 projects

Frequently Asked Questions

Ready for Marketing Agency CRM?

Get a proposal today. Your own private workspace, ready in minutes.

Get a Proposal Contact Us