The CRM builder made for marketing agencies

Every client's campaigns, retainer, and deliverables in one shared view — not a different spreadsheet per account manager.

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What most marketing agency businesses are stuck with

Campaigns live in separate spreadsheets

Every account manager tracks their own clients their own way, so nobody has a full picture of agency workload.

Retainer renewals get missed

A renewal date quietly passes and a client rolls over on the wrong terms, or worse, churns without warning.

Reporting eats a full day every month

Pulling campaign status and deliverables together for client reports shouldn't mean digging through email threads.

A CRM shaped like your business, not a sales textbook

Every object below is one you drag, drop, and rename yourself — or describe your business to the AI builder and get this exact structure generated in under a minute.

👤Clients

NameCompanyIndustryContact

📣Campaigns

StatusBudgetClientStart Date

💰Retainers

ClientMonthly FeeRenewal DateStatus

✅Deliverables

CampaignDue DateStatusOwner

A pipeline that matches how the work actually moves

Lead

New enquiry

Proposal

Pitch sent

Onboarded

Contract signed

Active

Work underway

Renewal

Contract due

Automations that quietly do the follow-up for you

When

A retainer's renewal date is 30 days away

Then

Create a task for the account manager to start the renewal conversation

When

A campaign's status changes to Reporting

Then

Create a task to compile the client report

A custom CRM builder for other trades too

💼 Freelancer CRM 📈 Sales Team CRM 🔨 Roofer CRM 🎨 Painter & Decorator CRM

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