Your client relationships, pipeline, and delivery visibility in one system that actually fits

The agency tool problem

Digital marketing agencies run on tools. Google Analytics, SEMrush, Asana, Slack, Xero, HubSpot, Google Sheets. Each one handles a piece of the picture. None of them handle the full picture.

Your account managers log into four systems to assemble a single client status update. Your sales pipeline lives in one tool, project delivery in another, and the connection between “deal won” and “project kicked off” is an email to the ops team. Retainer renewals are tracked in a spreadsheet that someone updates when they remember.

The tools are not the problem. The gaps between them are.

What we build

New business pipeline

A pipeline designed around how agencies actually sell. Lead source tracking, deal stages that reflect your sales process (not a generic SaaS funnel), expected close dates, and deal value. Win/loss tracking with reasons so you can see patterns over time. Conversion rate reporting by source, by service line, by team member.

Client account management

Every client has a profile: active projects, retainer status, key contacts, communication history, and account health. Your team can see who needs attention without relying on institutional memory. Retainer renewal dates, contract values, and upsell opportunities visible at a glance.

Project and delivery tracking

When a deal closes, it becomes a project. Task assignment, status tracking, deadline management, and team allocation. Not a replacement for your project management tool if you already have one you like, but an integration point so your CRM reflects delivery reality. If a project is behind schedule, your account manager sees it in the same system where they manage the relationship.

Capacity and utilisation

Who is working on what? How much of each team member’s time is allocated? Where is the spare capacity? A custom CRM can surface utilisation data alongside pipeline data, so you know whether you can take on new work before you say yes to the client.

Financial visibility

Revenue by client, by service line, by month. Outstanding invoices. Retainer values. Profitability per account. Connected to your accounting software so the numbers are always current. Your finance team stops building reports manually and your leadership team gets the visibility they need to make decisions.

Reporting for leadership

Agency metrics that matter: pipeline coverage ratio, average deal size, client retention rate, revenue per head, utilisation by department. Built into dashboards your team checks daily, not quarterly board packs assembled under pressure.

Why it matters commercially

Agency client tenure has dropped significantly over the past decade. Winning new business is expensive. Retaining and growing existing accounts is where the real profitability lives. But you cannot manage what you cannot see.

When client health, project delivery, financial performance, and new business pipeline all live in disconnected systems, things fall through. A renewal gets missed. A dissatisfied client does not get flagged until they leave. A capacity issue only becomes visible after the deadline has passed.

A CRM built for agency workflows closes those gaps. Your team spends less time on admin, your leadership team has better visibility, and your clients get a more consistent experience. The agencies that grow sustainably are the ones with operational clarity. The tools either create that clarity or they do not.