Keep the review context understandable
The client experience includes deliverable review actions and shared information. Use specialist creative tools when you need design production or detailed visual annotation.
CRM for creative agenciesGive good creative work a clearer way forward.
Connect the people, brief, review decisions, and business details behind a creative engagement, so everyone can find the next useful action.
What should your agency CRM connect?
A creative agency CRM should connect the relationship, agreed brief, production responsibilities, and client decisions. ClientCee provides client records, project tasks, shared deliverable review actions, commercial records, and a client portal to support that coordination.
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The handoffs behind
the work matter.
Creative feedback becomes difficult to act on when nobody knows which version is being reviewed or who has the final decision. Give each review a named item, a clear request, and one agreed decision owner. Keep the response connected to the project before the next round of production.
A practical agency workflow
From a conversation
to the next commitment.
Build a brief people can use
Agree the purpose, audience, deliverables, constraints, and review criteria. Identify the person who can make the final client decision.
Organize the production responsibilities
Create the engagement and assign the research, copy, design, and account review work. Make asset and feedback dependencies explicit.
Make the review request precise
Share the current deliverable through the supported client workflow. Name the version, explain what to assess, and ask for an actionable decision.
Resolve changes before the next round
Assess new requests against the scope. Record the agreed impact and decision, update tasks, and coordinate any resulting billing action.
Choose a setup
that fits the work.
Protect time for the actual work
Choose a small set of statuses and a consistent review routine. Check employee access and client visibility, then test the handoff on one deliverable.
Prepared by ClientCee. Details checked . Examples are illustrative.
Questions before
you get started.
Can clients review work through ClientCee?
The client portal supports shared deliverable review actions when the client has access and the appropriate modules are enabled. Explain which item is current and which response you need.
Can ClientCee replace our design software?
ClientCee serves the relationship, project, team, and commercial workflow around creative production. Continue creating the work in the tools appropriate to your discipline.
How can we keep feedback within the agreed scope?
Define review criteria and responsibilities at kickoff. When a new request changes the deliverables, assess the impact and obtain a decision before updating the work.
Put it into practice