Automation · Marketing
Automated CRM for a digital marketing agency
A CRM that runs the recurring work of an agency managing fifty clients, so the team does not have to remember it.
Client system · 50 client accounts
The requirement
An agency with fifty clients has fifty sets of deadlines: onboarding, campaigns, monthly reports, renewals. This CRM holds every account's stage and does the recurring steps itself, so nothing depends on someone remembering.
What the system does
- Every client account and the stage it is at
- Recurring reports and follow-ups sent automatically
- Renewals surfaced before they are due
Since delivery
Supported and maintained by TRUFFAIRE.