For marketing agencies
The CRM for digital marketing agencies on retainers
Retainers keep a marketing agency alive, and new enquiries keep it growing. Track every monthly retainer with its renewal date, every lead with its next follow-up, and every payment against the client who made it.
- 14-day free trial
- No payment to start
- Pay by bKash or bank
New enquiry2
Meghna Tea
Website and hosting
৳120,000
Kotha Books
Logo refresh
৳35,000
Proposal sent1
Sundarban Tours
Social media retainer
৳45,000
Won1
Shapla Foods
Product video
৳90,000
Sound familiar?
What gets in the way for marketing agencies
Retainers that quietly lapse
A monthly retainer goes unpaid for two months before anybody notices.
Leads lost between people
Enquiries arrive on Facebook, WhatsApp and email, and nobody owns the follow-up.
Clients asking what they have paid
Every month the same questions about invoices and receipts, answered by hand.
How it helps
Everything in one place, built for how you work
Monthly retainers with reminders
Add each retainer as a service on a one-month cycle. Clients are reminded 7, 5 and 3 days ahead, and a lapsed retainer is followed up.
More about renewalsA pipeline the whole team can see
Every enquiry with an owner, a value and the date of its next follow-up, on a board your team works from.
More about leads and projectsA portal that answers the usual questions
Clients see their invoices, payments and services in their own portal, and raise support requests there.
More about client portalRoom for the whole team
Account managers, designers and media buyers each with their own sign-in and the access they need.
More about team and security
How it fits in
An ordinary month, start to finish
No installation and nothing to download: it runs in the browser on a laptop or a phone.
- Step 1
Add each retainer as a monthly service
With its price and next date, so it renews and reminds on its own.
- Step 2
Work new enquiries from the pipeline
Assign each lead, log the calls and set the next follow-up.
- Step 3
Invoice one-off campaigns
Launches and shoots invoiced on their own, with part payments recorded as they arrive.
- Step 4
Keep clients informed
Invoices, payments and services in their portal, and support requests in one thread.
FAQ
Questions about the CRM for marketing agencies
What owners like you ask before they start a trial.
Something else? injamam@deenlytics.com
Can I manage monthly retainers?
Yes. Add a retainer as a service with a one-month cycle. It renews on schedule, reminds the client ahead of each date and is followed up if it lapses.
Can I track leads from Facebook and WhatsApp?
Yes. Add each enquiry as a lead with its source, then log calls, messages and meetings against it as the conversation moves on.
Can I keep ad spend separate from my fee?
Record ad spend you pay on a client’s behalf as an expense against that client, and add it to their invoice as its own line when you bill it.
Other kinds of agency
Run a different kind of agency?
- For IT and web agenciesFor web and software agencies with domains, hosting and maintenance to renew for every client.Read more
- For design studiosFor branding and design studios that bill by project and by milestone.Read more
- For video productionFor video and production houses with shoots, edits and costs to bill and recover.Read more
Try it with your own clients for 14 days.
Setting up takes a few minutes, and no payment is needed to start.