CRM for marketing and creative agencies
Win retainers, manage client relationships, bill cleanly and prove your responsiveness — while practising the customer experience you preach.
What slows marketing agencies teams down
One platform for marketing agencies
A week inside a marketing agencies team
The pitch pipeline
Briefs, proposals and decisions move through a clean pipeline; the team always knows what is live, what is stalling and what closed.
Request triage
Client asks arrive by email and WhatsApp; each becomes a tracked request with an owner, so nothing dies in someone’s inbox.
Renewal quarter
Retainers expiring next quarter surface now — account leads review health and open the conversation from strength.
Everything marketing agencies needs, included
From first touch to lasting relationship
Pitch
Briefs become pipelines, pipelines become wins.
Serve
Requests tracked, prioritised, delivered.
Bill
Retainers and projects invoice cleanly.
Renew
Health and timing make renewals natural.
Marketing Agencies CRM, answered
Yes — pipelines handle new business while request tracking handles ongoing client work, all on the same client record.
Recurring invoices generate on schedule, with project billing alongside and balances per client.
Requests carry priorities, owners and SLA-style due times with escalation.
Expiring retainers surface ahead of time with the account’s health beside them.
The shared WhatsApp inbox logs client conversations on their record.
Pipelines, requests and billing roll up across teams and clients.
Multi-tenant isolation is structural — your agency’s data answers only you.
See EazyCXM for marketing agencies
A guided walkthrough on workflows shaped like yours.