A CRM built for marketing agencies
Clients, campaigns, deliverables and approvals in one place — work stops dying in email threads, and the retainer burn is visible before the month ends, not after.
Free · no signup · a real plan and price in ~10 minutes, in your words.
- to a working prototype
- ~1 week
- to start
- €500
- that chase themselves
- Approvals
Off-the-shelf CRMs were built for a sales team. Not for marketing agencies.
Deliverables live in five tools and one long email thread — so "where is the Q3 campaign?" takes a meeting to answer.
Client approvals vanish into inboxes. Three days of silence becomes a missed deadline that was never anyone’s fault.
Retainer burn is invisible until the month closes — over-servicing quietly eats the margin on your best accounts.
Status updates are hand-written every Friday, from memory, by the account manager who’d rather be doing the work.
See it from the inside
What your CRM would look like — screen by screen.
Not stock screenshots — this is the shape of the system we’d build for marketing agencies: your records, your stages, your words. Click through the screens.
The owner’s morning screen — what’s due, who’s sitting on an approval, which retainers are running hot — and what the automations already chased today.
A real starting point
Here’s the analysis we’d start from — for marketing agencies.
Not a template. This is the data model, pipeline and automations a business like yours actually runs on — mapped in your words. Your free analysis produces exactly this, shaped to you.
Your system, mapped
Your pipeline, exactly as your CRM would show it — your stages, your words. This is what we build from.
What it tracks
Where customers reach you
Connects to
Busywork the system takes over
- Approval nudges — chases the client after 48 hours of silence
- Friday status digest — writes the client update from the board, automatically
- Retainer-burn alerts — flags accounts at 80% of hours mid-month
- Invoice on approval — project work bills itself when it’s signed off
What this replaces — where it hurts today
- Work scattered across tools and threads
- Approvals lost in inboxes
- Over-servicing invisible until month-end
Your price, from your answers
Standard scopePrototype · 1 weekstart here
€500
- Client + campaign records
- The deliverables board
- The approval-nudge automation
Full build
€4,000–€8,000
Estimate — it becomes one fixed price on the free call. Never hourly, no surprises.
What sets your scope
- · Deliverable pipeline with client approvals
- · Retainer hours & burn tracking
- · Client-facing status portal
Run · monthly
€180/mo
Hosting, monitoring, fixes and small improvements.
If you go all the way: ≈ €6,160 first year, all-in — and you own everything. Today's only decision is the €500 prototype.
Questions marketing agencies ask us
- Our clients approve things by email — do they have to log in somewhere?
- No. Approvals work over a simple link — the client clicks approve or comments, and the board updates. A portal is there for the clients who want one; email keeps working for the rest.
- We already use a project tool — why replace it?
- Because generic tools track tasks, not clients. This is built around your retainers, approvals and margins — and anything worth keeping (Slack, Drive, your accounting) plugs in rather than gets replaced.
- How long until we’re live?
- A working prototype in about a week for €500. The full build usually lands in three to six weeks, depending on how many workflows and integrations are in scope.
- Who owns the system and the client data?
- You do — entirely. It’s your system, hosted for you, and you can export everything at any time. No per-seat lock-in.
Have a mess like this one?
Book a free 30-min call. We’ll sketch what your version of this system would look like — and put a number on it.
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