Agency Operations Software for Marketing Agencies

Marketing agencies manage multiple clients, ongoing campaigns, and retainer billing. You need visibility into pipeline, project profitability, and cash flow—all in one place.

Key Features

• Pipeline management for new client acquisition
• Project tracking for campaigns, content creation, and strategy work
• Recurring invoicing for monthly retainer clients
• Expense tracking linked to campaigns to calculate ROI
• Client portal for campaign reporting and file sharing
• Financial dashboard showing pipeline value and cash flow

Common Challenges

• •Tracking leads in HubSpot but projects in Asana
• •Creating recurring invoices manually every month
• •Not knowing which clients or campaigns are profitable
• •Clients asking for campaign updates via email constantly
• •Paying $50+ per user/month for CRM plus project management tools

How Agency Operations Software Helps

• Integrated pipeline and project management for marketing workflows
• Automated recurring invoices for retainer clients
• See campaign profitability by tracking revenue vs. costs
• Client portal reduces status update emails by 60%+
• Replace HubSpot, Monday.com, and FreshBooks with one platform
• One-time payment saves $3,000–$6,000+ per year