Coordinate the service around the client
Use ClientCee to manage client context, agency responsibilities, projects, and billing. Advertising platforms remain the place for running campaigns and assessing their native performance.
CRM for digital marketing agenciesKeep the campaign moving. Keep the client close.
Bring the business behind your marketing work together, from a new enquiry to assigned campaign tasks, client decisions, and the next invoice.
What should your agency CRM connect?
A CRM for a digital marketing agency should connect the client relationship with the work promised to that client. ClientCee brings leads, estimates, projects, tasks, time records, client access, and invoicing into an agency workspace so owners can coordinate the people and handoffs behind delivery.
Agency task directoryView full-size
The handoffs behind
the work matter.
A campaign can involve an account owner, a writer, a designer, and a client decision-maker. When the agreed scope, next task, and approval request live in different conversations, the team spends time reconstructing what should happen next. Start with one engagement, a named owner, and a clear record of the client decision.
A practical agency workflow
From a conversation
to the next commitment.
Qualify the engagement
Review the enquiry, record the prospect and follow-up, and prepare an estimate around the service you intend to deliver.
Make the campaign actionable
Set up the client project and assign tasks for the copy, creative assets, account review, and other agreed work, with an owner and due date for each.
Ask for a specific client decision
Share the relevant project information or deliverable through the supported client experience. Say which item is ready, what needs a response, and when.
Review delivery and billing together
Review task progress and time records alongside the agreed billing trigger. Prepare the invoice and track payment through the separate commercial records.
Choose a setup
that fits the work.
Pilot one real engagement
Confirm the plan modules, team permissions, client visibility, and billing process. Introduce the workspace with a single campaign before expanding across your client portfolio.
Prepared by ClientCee. Details checked . Examples are illustrative.
Questions before
you get started.
Does ClientCee manage advertising campaigns directly?
This workflow concerns the agency business around a campaign: the enquiry, agreement, work assignments, client actions, and billing. Use your advertising platforms for campaign setup and platform performance.
Can different people own different campaign tasks?
Yes. Project tasks support assignments, dates, and progress. Choose the project team and check each person’s access before introducing the workflow.
How should we introduce the client portal?
Start with one useful action, such as finding a project update or responding to a deliverable review. Explain what the client will see and who will act on their response.
Put it into practice