Digital Marketing Agency CRM
Because campaign budgets sit in ad panels, quotes sit in e-mail and who is working on which client sits in the team's memory, the month-end report is pulled together by hand every single time.
A campaign is a record tied to the client account; budget and metrics sit in fields. No publishing task opens before the content approval round is complete; workload is read from a task report.
- Keep every client's active campaigns, budget and performance metrics on a single screen
- Track prospects through the First Meeting, Analysis, Quote and Contract stages
- Produce monthly revenue and campaign performance reports per client from the platform
- Track who is working on which client, the workload distribution and the delivery dates
- Let the whole team reply from a single WhatsApp number and keep the correspondence with the agency
| Client and Campaign Management | A campaign is a record tied to the client account; budget and metrics sit in its fields, and the same client's campaigns accumulate under the card. |
|---|---|
| Quote Pipeline | The stages (First Meeting, Analysis, Quote, Contract) are defined in the sales pipeline; every opportunity follows this pipeline and those waiting in a stage appear in the report. |
| Monthly Reporting | Because revenue and performance fields sit inside the records, the monthly report is taken by selecting a date range, with no manual compilation needed. |
| Team and Task Management | A job is a task; its owner, its client and its delivery date are in fields, and the workload distribution is read from the per-person task report. |
| Content Approval Round | The visual and text going live is an approval round tied to the campaign record; which round it is, who approved it and the planned publication date sit in fields, and the publishing task does not open until the approval arrives. |
In agencies the break happens at the handover between sales and delivery: the scope discussed at the quote stage is passed on to the team verbally once the contract is signed, and while the campaign is being set up, which metric was promised gets lost. On top of that comes calendar pile-up; when the delivery dates of three separate clients fall into the same specialist's week, this only becomes visible once the delay has already happened.
In Rapitek CRM the quote stages sit in the same place as the client record, so the signed job passes over to the campaign record together with the budget and targets that were discussed. Because task assignments are seen per person, it is clear from the start whose week is full when new work is being handed out. Since the team's correspondence with the client runs over a single business number, the conversation history stays with the agency even if staff change.
