CRM Built for Agencies
Client portfolio, projects, time tracking and invoicing in one platform
Client portfolio, retainer/project tracking, agent time entry, file sharing and invoicing in one CRM. Monthly activity report in one click.
Is Rapitek CRM right for Agency (Advertising, Marketing, PR)?
Yes — Rapitek CRM is well-suited for Agency (Advertising, Marketing, PR) teams of 5-500 users. It includes WhatsApp Business API (dual mode: Meta Cloud API + QR pair), ERP integration with Logo, SAP, Netsis and Mikro, and an AI sales pipeline configured for Agency (Advertising, Marketing, PR) workflows out of the box. Pricing starts at $25/user/month all-inclusive (setup, training, support), with go-live in 2-4 weeks. Built by a team that delivered 200+ enterprise CRM projects between 2019 and 2025.
Why Agency (Advertising, Marketing, PR) Companies Need a Specialized CRM
Each agency client is different: one's on retainer, another project-based, another performance-based. Time tracking lives in one app, files in Drive, invoicing in Excel. When the client asks 'what did you do this month' it takes half a day to assemble.
Discover how Rapitek CRM's features address these challenges with industry-specific workflows.
How Agency (Advertising, Marketing, PR) Teams Achieve More with CRM
Client portfolio, retainer/project tracking, agent time entry, file sharing and invoicing in one CRM. Monthly activity report in one click.
Client & Brand Management
Per-client card: brand guidelines, contact list, contract type (retainer/project/performance), monthly budget, payment terms.
Project & Task Tracking
Project per client, tasks per project, assigned agents and time estimates. Kanban or Gantt view, project-level file space.
Agent Timesheet
Agents log daily hours per client/project. Auto-billing calculation, remaining-hours tracking on retainers.
File Sharing & Approval
Designs, videos, content stored under projects. Clients download/approve/request revisions via the client portal.
Monthly Activity Report
Auto-generated end-of-month report per client: work done, hours spent, results (CTR, followers, campaign KPI). One-click PDF send.
See CRM for Agency (Advertising, Marketing, PR)
Request a personalized demo configured for your industry. 2-4 week implementation, all features included.
Key Outcomes for Agency (Advertising, Marketing, PR) with Rapitek CRM
Built from hands-on experience across 200+ enterprise CRM projects. See transparent pricing for all features included.
Client & Brand Management
Per-client card: brand guidelines, contact list, contract type (retainer/project/performance), monthly budget, payment terms.
Project & Task Tracking
Project per client, tasks per project, assigned agents and time estimates. Kanban or Gantt view, project-level file space.
Agent Timesheet
Agents log daily hours per client/project. Auto-billing calculation, remaining-hours tracking on retainers.
What Rapitek CRM Does for Agency (Advertising, Marketing, PR)
Concrete capabilities configured for your industry from day one
Client portfolio + contract type (retainer/project/performance)
Project management (Kanban + Gantt) and agent time entry
Branded client portal — files, reports, invoices
Auto monthly activity report — one-click PDF
Why Agency (Advertising, Marketing, PR) Teams Choose Rapitek CRM
Industry Experience
200+ enterprise CRM projects with industry-specific know-how
Fast Implementation
2-4 week setup including data migration and staff training
Dedicated Support
Direct WhatsApp and phone support with industry specialists
Enterprise-Grade Security & Compliance
GDPR Compliant
European data protection ready
Data Security
Enterprise-grade encryption
Self-Service Reporting
Build your own reports & dashboards
200+ Projects
Proven enterprise experience
Get Your Agency (Advertising, Marketing, PR) CRM Demo
See how Rapitek CRM solves agency (advertising, marketing, pr) challenges. Live demo with your data in 30 minutes.
How to Implement CRM for Agency (Advertising, Marketing, PR)
Our proven 4-step implementation process, refined across 200+ enterprise projects
Discovery & Analysis
We analyze your agency (advertising, marketing, pr) workflows and map CRM requirements
Configuration
Custom fields, pipelines, and automations for your industry
Data Migration
Seamless transfer from spreadsheets or existing CRM systems
Training & Go-Live
Team training and ongoing support — go live in 2-4 weeks
Frequently Asked Questions
Common questions about CRM for Agency (Advertising, Marketing, PR)
Is there a difference between advertising, digital and PR agencies?
How are retainers and projects billed separately?
Can we offer clients a portal?
Is time tracking automatic?
Does Rapitek CRM have WhatsApp integration for Agency (Advertising, Marketing, PR)?
Which ERP systems does Rapitek CRM integrate with for Agency (Advertising, Marketing, PR)?
What reporting and analytics does Rapitek CRM offer for Agency (Advertising, Marketing, PR)?
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We're Here with Agency (Advertising, Marketing, PR) Expertise
With experience from 200+ enterprise projects, we offer industry-specific CRM solutions. Contact us for a free demo.