Manage Clients, Campaigns,
& Creative Chaos.
The CRM that understands agency life. Track retainers, manage projects, organize campaigns, and keep clients happy—without drowning in spreadsheets and Slack threads.
Agency Life Is Complex—Your Tools Shouldn't Be
You're juggling multiple clients, countless campaigns, endless approvals, and a team of creatives. Generic CRMs force you into sales molds. Project tools miss the client context.
Project Sprawl
Campaigns, content calendars, design requests—work is scattered across tools. No one knows what's shipping when.
Client Chaos
Multiple stakeholders per client. Different approval workflows. Feedback loops that never seem to end.
Retainer Blindness
Are you over-servicing clients? Under-billing for scope creep? Your profitability is a mystery.
Project Management Meets Client CRM
Finally, a tool that connects your client relationships with your project delivery. See the full picture—contracts, campaigns, and communications—in one place.
Retainer & Contract Tracking
Track monthly retainers, project-based contracts, and hourly engagements. Monitor hours used vs. allocated. Never over-service without knowing.
- Monthly retainer tracking
- Hours allocation monitoring
- Contract renewal alerts
Campaign & Project Workflows
Custom pipelines for your agency process: Brief → Creative → Review → Approval → Live. Drag campaigns through stages with full visibility.
- Custom project stages
- Approval workflow tracking
- Campaign asset storage
Built for How Agencies Work
From pitch to delivery and everything in between
Client Management
Track all client contacts, stakeholders, and communication history. Know who the decision-makers are.
Project Organization
Organize work by client, campaign, or project type. Custom views for different team members.
Content Calendar
Plan and visualize content schedules. Track publish dates, approvals, and campaign timelines.
Time Tracking
Log hours by client and project. Monitor billable time vs. retainer allocations.
For Every Type of Agency
Digital, creative, PR, and full-service
Digital Marketing Agencies
Track SEO, PPC, social, and content campaigns. Monitor performance metrics and client ROI all in one place.
Creative & Design Studios
Manage design projects from brief to final files. Track revisions, approvals, and asset delivery.
PR & Communications
Track media outreach, press releases, and coverage. Manage journalist relationships and pitch calendars.
Brand & Strategy Agencies
Long-term brand projects with multiple phases. Track strategy development, brand guides, and rollouts.
Web Development Agencies
Manage website projects, sprints, and launches. Track bugs, features, and client change requests.
Full-Service Agencies
Multiple service lines, one system. Track retainers, projects, and cross-sell opportunities across the client lifecycle.
Keep Your Team in Sync
Account managers, creatives, strategists—everyone sees what they need to keep projects moving and clients happy.
Client Communication Log
All emails, calls, and meetings tracked by client. Never lose context when switching between accounts.
Task Assignment
Assign tasks to team members with deadlines. Track who's working on what across all client work.
Agency Performance
Track utilization, project margins, and client profitability. Make data-driven decisions about your business.
Build Your Agency's Perfect System
Every agency is different. With FlowGrid's custom objects, you create the exact structure your agency needs—campaigns, content pieces, ad sets, influencer relationships, whatever you track.
- Custom objects for your unique workflows
- Relate projects to clients, campaigns to deliverables
- Calculated fields for budgets, hours, and ROI
Launch Your Agency CRM in Minutes
Design Your Structure
Use Nexus AI to describe your agency workflow. We'll suggest custom objects for clients, projects, campaigns, and retainers.
Import Your Clients
Upload your client list and project history. Connect existing work to client records for complete context.
Run Your Agency
Track projects, monitor retainers, and keep clients happy—all from one organized workspace.
Ready to Professionalize Your Agency?
Join agencies who've replaced the chaos of spreadsheets and scattered tools with one organized system.