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01
Client & Account Management
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Centralizes client records, contacts, retainers, campaign history, briefs, communications, and account-specific information.
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Create Client Account
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Add Contacts / Brand Details
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Link Campaigns / Projects
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Maintain Shared Account View
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Client, brand, and contact hierarchy
Custom fields and account notes
Complete campaign and communication history
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02
Campaign Planning & Management
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Organizes campaign goals, channels, audiences, timelines, deliverables, budgets, and responsibilities across client engagements.
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Create Campaign Brief
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Define Goals / Channels / Budget
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Assign Work
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Track Campaign Progress
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Multi-channel campaign planning
Campaign calendars and milestone tracking
Client-specific workflows and templates
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03
Project & Task Management
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Breaks agency work into projects, tasks, owners, deadlines, dependencies, and recurring workflows for creative and account teams.
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Create Project / Task
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Assign Owner / Deadline
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Track Progress
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Complete & Archive Work
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Kanban, list, calendar, and timeline views
Dependencies and recurring tasks
Workload and overdue-task visibility
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04
Creative Briefs, Assets & Collaboration
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Helps teams create briefs, organize creative assets, share feedback, and coordinate design, copy, video, and production work.
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Create Creative Brief
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Produce / Upload Assets
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Review / Comment
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Finalize Deliverables
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Brief templates and asset libraries
Version history and inline comments
File permissions and approval status
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05
Client Proofing & Approval Workflows
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Routes creative concepts, copy, media plans, and other deliverables to clients for structured review, feedback, and approval.
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Submit Deliverable
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Invite Client Reviewer
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Collect Feedback / Changes
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Approve Final Version
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External client review access
Annotation and version comparison
Formal approval and audit trail
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06
Media Planning & Buying Management
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Helps agencies plan media placements, manage vendors, track rates, organize insertion orders, and coordinate paid media schedules.
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Define Media Plan
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Select Channels / Vendors
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Record Rates / Placements
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Track Delivery & Spend
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Digital and traditional media support
Rate cards and insertion-order workflows
Planned vs. actual spend tracking
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07
Time Tracking & Resource Management
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Tracks staff time and capacity across clients and campaigns to support utilization, scheduling, profitability, and workload planning.
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Assign Team Members
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Track Time / Effort
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Compare Capacity vs. Workload
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Rebalance Resources
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Billable and non-billable time tracking
Capacity and utilization views
Skill- or role-based resource allocation
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08
Budgeting, Expenses & Profitability
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Tracks campaign budgets, project costs, vendor expenses, staff time, retainers, and margin performance at client and project levels.
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Set Budget / Estimate
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Capture Time / Costs / Expenses
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Compare Actual vs. Budget
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Review Margin / Profitability
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Project and campaign budget controls
Vendor cost and expense tracking
Client, campaign, and service profitability views
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09
Billing, Invoicing & Retainer Management
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Converts approved time, fees, retainers, expenses, and project charges into client invoices while tracking billing status and collections.
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Collect Billable Work / Costs
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Apply Rate / Retainer Rules
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Create Invoice
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Send & Track Payment
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Hourly, fixed-fee, and retainer billing
Expense pass-through and markup options
Accounting and payment integrations
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10
Campaign & Agency Performance Reporting
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Measures campaign results, project delivery, utilization, profitability, budget performance, client health, and other agency KPIs.
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Collect Campaign / Project Data
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Calculate Marketing & Agency KPIs
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Build Client / Internal Reports
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Optimize Work & Spend
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Client-facing campaign dashboards
Utilization, margin, and delivery metrics
Custom and scheduled reporting
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11
Ad Platform, CRM & Business Integrations
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Connects agency operations with advertising platforms, CRM, accounting, analytics, file storage, communication, and marketing tools.
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Connect Agency Systems
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Sync Clients / Campaigns / Costs
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Run Agency Workflow
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Return Results / Billing Data
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Ad platform and analytics connectors
CRM, accounting, and file-storage integrations
API, webhook, and automated data synchronization
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