Custom CRM & Systems for Marketing Agencies
Unified project, client and reporting infrastructure written from scratch — no stack of subscriptions taped together.
Overview
Agencies typically run on six tools that do not speak to each other: one for projects, one for time, one for reporting, one for approvals, one for invoicing and a spreadsheet holding it all together. The result is monthly reporting rebuilt by hand and retainer scope quietly drifting into unpaid work.
We consolidate that into one custom platform: client and project data in a single model, campaign metrics pulled directly from the ad and analytics platforms via API, and profitability visible per retainer while there is still time to act on it.
What usually breaks
- Client work tracked across five disconnected tools
- Monthly performance reports rebuilt manually for every account
- Retainer scope drifting with no early warning
- Approval cycles conducted over email with no audit trail
- True profitability per client unknown until after invoicing
What a fully custom system looks like
- 01
Unified project & client platform
Accounts, retainers, deliverables, time and budgets in one model instead of a subscription per function.
- 02
Automated multi-channel reporting
Metrics pulled directly from ad, analytics and social platforms and rendered into branded client reports on schedule.
- 03
Approval workflows
Structured review and sign-off on creative and campaigns, with every decision timestamped and attributable.
- 04
Profitability dashboards
Live margin per client, per retainer and per team so scope creep surfaces in week two, not at renewal.
What changes
- Reporting time reduced from days per month to minutes
- Scope creep identified early enough to renegotiate
- One platform replacing a stack of per-seat subscriptions
Other business models we serve
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