CRM for Marketing Agencies
Manage client accounts, campaign meetings, and retainer billing
A marketing agency CRM tracks client accounts, meeting history, retainer terms, campaign notes, and deliverable timelines. SchedulingKit includes CRM alongside meeting scheduling, automated reminders, and invoicing for marketing agencies.
Marketing agencies manage ongoing client accounts with regular strategy meetings, campaign reviews, and deliverable handoffs. Unlike project-based businesses, agencies need to track the cadence and health of each client relationship over months or years. A CRM tied to your scheduling system ensures every meeting is documented, every client is contacted on cadence, and no account goes silent.
Client Management Challenges for Marketing Agencies
Client meeting notes scattered across different team members' tools
No centralized view of account health and meeting cadence
Retainer renewals approached without documented value delivery
Strategy discussions not documented for team continuity
New business consultations not tracked through to close
Onboarding new clients inconsistent and undocumented
How SchedulingKit CRM Helps Marketing Agencies
Client meeting history consolidated in one timeline
Account health visible by meeting cadence and engagement
Retainer renewal tracking with value documentation
Strategy meeting notes accessible to the whole account team
New business pipeline from inquiry to signed contract
Onboarding checklists tracked per new client
CRM Features for Marketing Agencies
Client Accounts
Contact details, retainer terms, services engaged, and key contacts per client.
Meeting History
Every strategy meeting, campaign review, and check-in documented with notes.
Retainer Tracking
Track retainer terms, renewal dates, and hours delivered per month.
Campaign Notes
Document campaign discussions, performance reviews, and strategy adjustments.
New Business Pipeline
Track leads from inquiry through pitch to signed engagement.
Onboarding Checklists
Standardized onboarding steps tracked per new client.
Popular CRM Use Cases for Marketing Agencies
Also Included with SchedulingKit
Frequently Asked Questions
Can I document client meetings?
Yes. Log strategy meetings, campaign reviews, and check-ins with notes and action items. The full history is visible to anyone on the account team.
Does it track retainer renewals?
Yes. Record retainer terms and renewal dates. SchedulingKit sends reminders ahead of renewals so you can prepare value documentation.
Can I manage a new business pipeline?
Yes. Track consultation leads from inquiry through proposal to signed contract.
Further Reading
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