Keep SEO measurement in its proper context
Use your SEO tools for keyword positions, crawling, and search-performance data. ClientCee organizes the client relationship, delivery responsibilities, and commercial records around that work.
CRM for SEO agenciesKeep ongoing SEO work clear for your team and clients.
Give the client relationship, agreed service scope, recurring delivery responsibilities, and billing follow-up a consistent home.
What should your agency CRM connect?
An SEO agency CRM helps organize the business and delivery responsibilities around an SEO service. ClientCee connects client records, project tasks, time records, shared client information, and invoices. Your team can use those records to coordinate each service period alongside its specialist SEO tools.
Timesheet reviewView full-size
The handoffs behind
the work matter.
An ongoing engagement needs a fresh decision about priorities each service period. Without clear ownership, last month’s open tasks and this month’s requests blend together. Agree what the team will deliver, who supplies access or approval, and what the client should expect in the next update.
A practical agency workflow
From a conversation
to the next commitment.
Define the service relationship
Record the client, agreed deliverables, communication routine, and billing responsibilities. Make the boundaries of the engagement understandable to the delivery team.
Plan the next service period
Create and assign tasks for the agreed technical, content, and coordination work. Set dates and record dependencies on client access, content, or decisions.
Review completed work with the client
Prepare the update using the appropriate SEO evidence from your specialist tools. Share relevant information and explain the next decision or dependency through the supported client experience.
Reconcile effort and the next commitment
Review task and time records, resolve unfinished work, and confirm the next period’s responsibilities. Prepare and follow up billing according to the agreement.
Choose a setup
that fits the work.
Make ongoing work explicit
Define the agreed service period and billing process. Repeated delivery needs clear owners and dates; a recurring service agreement alone does not create or complete those tasks for the team.
Prepared by ClientCee. Details checked . Examples are illustrative.
Questions before
you get started.
Does ClientCee track keyword rankings?
The workflow described here is agency operations. Use specialist SEO tools for keyword positions and crawl data, and connect the relevant findings to your delivery and client communication process.
Can we record time against client work?
Time and timesheet features support records associated with work and review where enabled. Check the plan, permissions, and the process your team will use for recording time.
How should we organize a retainer?
Agree the deliverables, service period, review routine, and billing responsibilities. Then create and assign the relevant work and review what remains open before committing to the next period.
Put it into practice