# Built for Marketing Agencies

## Manage Clients, Campaigns, & Creative Chaos.

The CRM that understands agency life. Track retainers, manage projects, organize campaigns, and keep clients happy—without drowning in spreadsheets and Slack threads.

## Agency Life Is Complex—Your Tools Shouldn't Be

You're juggling multiple clients, countless campaigns, endless approvals, and a team of creatives. Generic CRMs force you into sales molds. Project tools miss the client context.

### Project Sprawl

Campaigns, content calendars, design requests—work is scattered across tools. No one knows what's shipping when.

### Client Chaos

Multiple stakeholders per client. Different approval workflows. Feedback loops that never seem to end.

### Retainer Blindness

Are you over-servicing clients? Under-billing for scope creep? Your profitability is a mystery.

## Project Management Meets Client CRM

Finally, a tool that connects your client relationships with your project delivery. See the full picture—contracts, campaigns, and communications—in one place.

### Retainer & Contract Tracking

Track monthly retainers, project-based contracts, and hourly engagements. Monitor hours used vs. allocated. Never over-service without knowing.

- Monthly retainer tracking
- Hours allocation monitoring
- Contract renewal alerts

### Campaign & Project Workflows

Custom pipelines for your agency process: Brief → Creative → Review → Approval → Live. Drag campaigns through stages with full visibility.

- Custom project stages
- Approval workflow tracking
- Campaign asset storage

## Built for How Agencies Work

From pitch to delivery and everything in between

### Client Management

Track all client contacts, stakeholders, and communication history. Know who the decision-makers are.

### Project Organization

Organize work by client, campaign, or project type. Custom views for different team members.

### Content Calendar

Plan and visualize content schedules. Track publish dates, approvals, and campaign timelines.

### Time Tracking

Log hours by client and project. Monitor billable time vs. retainer allocations.

## For Every Type of Agency

Digital, creative, PR, and full-service

### Digital Marketing Agencies

Track SEO, PPC, social, and content campaigns. Monitor performance metrics and client ROI all in one place.

### Creative & Design Studios

Manage design projects from brief to final files. Track revisions, approvals, and asset delivery.

### PR & Communications

Track media outreach, press releases, and coverage. Manage journalist relationships and pitch calendars.

### Brand & Strategy Agencies

Long-term brand projects with multiple phases. Track strategy development, brand guides, and rollouts.

### Web Development Agencies

Manage website projects, sprints, and launches. Track bugs, features, and client change requests.

### Full-Service Agencies

Multiple service lines, one system. Track retainers, projects, and cross-sell opportunities across the client lifecycle.

## Keep Your Team in Sync

Account managers, creatives, strategists—everyone sees what they need to keep projects moving and clients happy.

### Client Communication Log

All emails, calls, and meetings tracked by client. Never lose context when switching between accounts.

### Task Assignment

Assign tasks to team members with deadlines. Track who's working on what across all client work.

### Agency Performance

Track utilization, project margins, and client profitability. Make data-driven decisions about your business.

## Build Your Agency's Perfect System

Every agency is different. With FlowGrid's custom objects, you create the exact structure your agency needs—campaigns, content pieces, ad sets, influencer relationships, whatever you track.

- Custom objects for your unique workflows
- Relate projects to clients, campaigns to deliverables
- Calculated fields for budgets, hours, and ROI

## Launch Your Agency CRM in Minutes

### 01 Design Your Structure

Use Nexus AI to describe your agency workflow. We'll suggest custom objects for clients, projects, campaigns, and retainers.

### 02 Import Your Clients

Upload your client list and project history. Connect existing work to client records for complete context.

### 03 Run Your Agency

Track projects, monitor retainers, and keep clients happy—all from one organized workspace.

## Ready to Professionalize Your Agency?

Join agencies who've replaced the chaos of spreadsheets and scattered tools with one organized system.