MARKETING & CREATIVE
Run your agency without losing your creative margin
- See utilization by creative and project manager in real time
- Bill retainers and project milestones from one unified platform
- Catch over-servicing before it eats the client project profit
- Convert signed SOWs into creative workflows - no re-entry
- Manage client proofing and internal task status in the same tool
Campaign Status
ActiveStarlight Q4 Launch - Social Media
Milestone: Content Prep
72% done
Omni Brand - Monthly Retainer
Capacity: 120 hrs
84 hrs used
Vortex Creative Rebrand
Status: Awaiting Feedback
Day 12
Creative Utilization88%
How Agencies Actually Bill
Monthly retainers and fixed-price projects - managed in parallel
Marketing agencies often handle monthly social-media retainers alongside one-off website launch projects. CrmLeaf PSA tracks hours against the client record first, then applies the billing logic-whether it's burning down a retainer or hitting a fixed-fee milestone-so you never lose track of over-servicing.
Where Agency Margins Slip
Six places captures billable time and project profit quietly slip
PainCreative teams hate tracking time, leading to 'guesstimated' logs at the end of the week.
SolutionUltra-fast time logging directly within the task view or via mobile app.
PainResource management is a massive spreadsheet that's always out of date.
SolutionLive resource heatmaps that update as tasks are assigned and time is logged.
PainOver-servicing retainer clients goes unnoticed until the quarterly review.
SolutionReal-time tracking of retainer hours used vs contracted amount.
PainProject scopes creep because there's no tie-in between the SOW and the task tracker.
SolutionSOW line items flow directly into project task groups and budgets.
PainClient feedback gets lost in email chains, delaying project milestones.
SolutionCentralized client portal for feedback and sign-offs.
PainBillable vs non-billable time is a mystery until the monthly report.
SolutionInstant dashboard for billable utilization and non-billable overhead.
Modules Used
Built from the CrmLeaf PSA modules marketing agencies use most
Task & Project ManagementResource & Capacity PlanningTime Tracking & BillingClient Portal & ProofingProposal & Contract Management
22%
Increase in billable utilization within first 90 days
3.5 hrs
Saved per creative per week on admin overhead
100%
Visibility on agency-wide resource capacity
2 days
Average time-to-invoice after milestone sign-off
Customer Story
"[Specific pre-CrmLeaf problem]. [Specific result with a number]. [One sentence on what changed operationally]."
[Full Name] · [Founder] · [Creative Agency Name] · [City, Country]
Questions marketing agencies ask
Insights for creative and marketing agencies looking to improve profitability and resource visibility.
Stop guesstimating utilization and start scaling your agency profitably.
Start your 14-day free trial and see creative capacity, project tracking, and billing in one platform.