Enquiries get lost between chats.
Keep every prospect, owner, and follow-up date in one pipeline, so your team knows who needs a reply.
Run your digital marketing agency from one workspace.
Built for digital marketing agencies. Bring client leads, campaigns, AI content planning, approvals, and billing together — with a branded portal that keeps your clients in the loop.
Be among the first agencies to hear · No commitment
Sound like a typical day at your digital marketing agency?
Switching between spreadsheets, chat threads, and separate tools makes simple work harder. Here is how Agency CRM helps your team stay on top of it.
Deadlines live in someone’s head.
Assign tasks, track production stages, and see upcoming work in one place, without asking everyone for an update.
Every month starts with a blank calendar.
Use brand briefs and AI-assisted planning to draft content ideas, then review and organise the posts your clients need.
Feedback is scattered across conversations.
Keep approval decisions and change requests attached to the work, so the team can see what to do next.
Clients keep asking for status updates.
Give each client a branded portal to check project progress, upcoming content, files, reports, and invoices.
Busy months do not always mean profit.
Track invoices, recorded payments, time, and team costs to understand what each client’s work earns.
Your agency’s work.
One connected view.
Four highlights from the current product. Plan the work, collect feedback, and keep clients connected.
01 / Dashboard
Your agency, at a glance.
See active clients, current projects, upcoming deadlines, and work waiting for approval. Start the day knowing what needs your attention.
02 / AI content planner
Plan a month of content with AI.
Choose a client, month, channels, and posting frequency. Add your campaign goals to generate post ideas and captions guided by the client’s brand brief. Review the suggestions, keep the ones you want, and add them to the content calendar.
03 / Approvals
Move feedback out of scattered conversations.
Send work for internal or client review. Record approvals, request changes, and keep decisions and feedback attached to the deliverable.
04 / Client portal
Give clients a workspace with your brand.
Let clients review work, request changes, follow calendars, access files, and view invoices, reports, and leads through a branded portal.
Screenshots from the development app. The interface may evolve before launch.
Everything your digital marketing agency needs to keep work moving.
Turn enquiries into a clear sales pipeline.
Track prospects from first contact to proposal and won business. Keep expected monthly value, owners, and follow-up dates visible.
Give every deliverable a next step.
Manage projects with task boards, priorities, owners, and deadlines. Track production stages, shared files, comments, and time alongside the work.
Plan your clients’ content in one place.
Organise posts by date, client, and channel. See what is planned, ready, scheduled, or published, and keep approvals connected to the calendar.
Show clients the enquiries their campaigns bring.
Collect client enquiries from website forms, connected Meta lead ads, or manual entry. Assign owners and track each lead from new to converted.
Connect a Meta account to receive lead ads.
Keep billing connected to delivery.
Create client invoices, track outstanding balances, record partial or full payments, and follow up with reminders. Offer UPI payment instructions when configured.
GST calculation uses your agency and client billing details.
Know what each client’s work earns.
Compare invoiced revenue with logged hours and team hourly costs. See profit, margin, and revenue per hour for each client.
Make monthly progress easy to share.
Prepare branded client reports with completed work, published content, approvals, leads, and upcoming plans. Add your highlights and export a PDF.
Set recurring work in motion.
Create reusable task templates and recurring rules for weekly content, monthly reports, and repeat client deliverables. Review scheduled runs in one place.
Stay connected on the go.
Give clients a responsive web portal for approvals, calendars, enquiries, invoices, and feedback from their phone.
Brand briefs
Keep client voice, audience, and guidance beside their work.
Time tracking
Log time against tasks and separate billable from internal hours.
File versions
Keep new revisions attached to the same deliverable.
Team permissions
Define responsibilities and control access to management tools.
Your domain and brand
Use agency colours, a logo, and a configured custom portal domain.
WhatsApp
Add notifications and client approval responses through your own connected WhatsApp Business number.
Social publishing
Publish approved, scheduled posts to connected Facebook Pages and Instagram accounts.
Your email address
Configure agency SMTP for branded client and team email.
Plan limits and external service setup apply. AI tools, WhatsApp, email delivery, and social publishing require the appropriate configuration and service connections.
A clearer flow.
From enquiry to invoice.
- 01
Win and onboard
Capture an enquiry, follow up, and organise the new client’s work.
- 02
Plan and deliver
Schedule content, assign tasks, share files, and collect approvals.
- 03
Bill and improve
Record invoices and payments, review delivery, and understand profitability.
Agency CRM · Launching soon
Ready for less chasing and clearer client work?
Join the waitlist for our digital marketing agency CRM. Get launch updates, early-access news, and pricing details when announced. Tell us what slows your marketing team down today.
Agency CRM is a product of Codynex Technology. Talk to us on WhatsApp ↗
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Agency CRM — FAQs.
Who is Agency CRM built for?
Agency CRM is built specifically for digital marketing agencies managing client campaigns, social media content, approvals, leads, and recurring retainers. It brings account management and marketing delivery into one workspace.
When is it launching?
Agency CRM is launching soon. Join the waitlist for launch updates and early-access news.
Are these real product screens?
Yes. These screenshots come from the running development app in its light theme, populated with fictional showcase data. The interface may evolve before launch.
Can clients use it on a phone?
Yes. The client portal adapts to mobile screens, including approvals, calendars, leads, and invoices.
Does it support AI, WhatsApp, and social publishing?
The product includes AI writing and planning tools, WhatsApp integration, and publishing to connected Facebook and Instagram accounts. These depend on the selected plan, setup, and external service connections.
What will it cost?
Final launch pricing and availability will be shared separately. Join the waitlist for updates.