CRM & PSA for marketing and advertising agencies
A marketing or advertising agency runs on two engagement shapes at once: the single-campaign brief and the ongoing retainer. CRMLeaf keeps the pitch, the SOW, the campaign delivery, the retained hours and the invoice on one client record, so an account lead can see campaign or retainer profitability without exporting three spreadsheets.
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What changes for marketing & advertising agencies
Retainer pursuit and campaign pitch need separate pipelines
Pipelines and stages are fully configurable per pipeline, so a retainer pursuit and a single-campaign brief can run their own stage sequence instead of being forced into one generic sales process.
Campaign delivery is a repeatable shape, not a blank project
Project templates carry estimated hours, rate per hour, cost, owner role and a billable flag per task - built for exactly this kind of repeat engagement (a digital campaign, a launch, an SEO/content engagement, a CRM/automation build, a social/influencer campaign).
Retainer and campaign billing need different formulas
Recurring retainer invoicing, milestone-based campaign billing, and time-and-materials billing are all supported from the same billing engine, so a client on a monthly retainer and a client on a fixed-fee launch are billed correctly without a workaround.
The parts of CRMLeaf this runs on
Frequently asked questions
See CRMLeaf built for marketing & advertising agencies
Bring your own retainer structure and campaign pipeline to a 30-minute demo - we'll show it configured for how you actually work.