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
Start 14-Day Free Trial Book a 30-min Demo

Campaign Status

Active
Starlight 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PainResource management is a massive spreadsheet that's always out of date.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
FAQ

Questions marketing agencies ask

Insights for creative and marketing agencies looking to improve profitability and resource visibility.

Industries We Serve

Built for service businesses with different delivery models

From IT and consulting to legal and accounting firms, CrmLeaf PSA adapts to how your teams plan work, allocate resources, and bill clients across recurring and project-based engagements.

IT & Managed Services

Manage SLA-based delivery, recurring retainers, and technical projects in one pipeline.

SLA Ready

Consulting & Advisory

Coordinate consultants, utilization, and milestone billing across multi-client programs.

Advisory Flow

Audit, Tax & Accounting

Plan seasonal workloads, monitor deadlines, and bill mixed fixed-fee and hourly engagements.

Compliance Focus

Legal Firms

Manage case timelines, client communication, and matter-based billing with full audit trails.

Matter Tracking

Staffing Agencies

Handle recruiter pipelines, contractor allocations, and multi-client staffing engagements with confidence.

Placement Ops
See how each business model uses CrmLeaf PSA

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.

Start 14-Day Free Trial Book a 30-min Demo