One place for every client
Clients, contacts, tasks, plans, messages and files — all in one workspace, organized by client. Fewer tabs between your PM tool, your CRM and your inbox.
Connect Google — import GA4, GTM and Google Ads; see live insights
The digital marketing CRM + work management platform built for agencies.
Clients, tasks, approvals, and a typed map of every pixel, GTM container and conversion you manage — one platform for the CRM, project management, and tracking infrastructure your agency actually runs on. Plans sized by active clients, team seats included.
- 30-day money back on your first payment
- GDPR Data Processing Addendum with SCCs
- CSV exports on every plan
thornbeck-outdoor · tracking mapHEALTH 77/100HEALTH 69/100
WorkingBrokenMissingUnverified
20
automated tracking checks per client
23
typed node types on the map
23
tools, 9 prompts — connect Claude and other AI assistants
$0
to start — Starter is free forever
Work management
Agency task management, organized by client
One task list across every client, in list, board and calendar views. Each task carries a short ID like KELD-142, its client (or Internal), department and priority — mark it client-visible, request approval, and the client approves it in their portal.
- Filter by client, teammate or department — PPC, SEO, social, CRO, web design — and save the view.
- Drag a card across the board to change its status, or across the calendar to reschedule it.
- Subtasks, recurring tasks for the work that repeats every month, and built-in templates for jobs like a campaign launch or a monthly report.
- A client can be set to require approval before their client-visible tasks are marked done.
- Requests your clients file wait under Needs triage with their own reference (KELD-R17): accept one, decline it with a reason, or mark a duplicate.
Client communication
Agency client communication in one inbox
Email a client from Phloz and they answer from their own inbox — the reply lands back in the same conversation, next to the work. Internal notes sit in the thread and never reach the client.
- Every client gets its own inbound address: forward a client’s email to it and it files under that client.
- Needs reply lists the client messages still waiting on an answer, across every client.
- Messages your clients send from their portal land in the same inbox.
- Replies drafted by an AI assistant wait in Drafts until a person sends them — on Growth and up.
Client portal
A client portal your clients open with one link
No passwords. Clients file requests, follow the work you share, approve deliverables, reply to conversations and read shared plans — under your name, logo and accent color. On Pro and up they also download the files you share.
- Each request gets a reference and an emailed receipt; once you share it, the client sees a progress bar and is emailed as it moves.
- Approve, or request changes or reject with an optional comment — the decision lands on the task, the comment under it.
- Clients see only what you share; internal tasks, notes and comments stay with your team.
- An optional tracking-health card shows what is set up and verified — never your findings or scores — and the client can confirm they’ve reviewed it.
- Portal users are free on every plan and never count as seats.
Retainers & time
Retainer tracking: are you over-servicing this client?
Give each client a monthly hours budget and log time against the client or one of its tasks. The burn bar shows the month at a glance — on track, nearing the budget, or over it.
- See where the hours went, by task and by department.
- Log hours and minutes after the work — no timers left running.
- Over-budget retainers show up in the weekly digest on Pro and up.
Everything your agency runs on, in one workspace.
Many agency stacks are a handful of tools duct-taped together. Phloz replaces the CRM, task and client-portal ones, and reads what it needs from Google.
The tracking infrastructure map
A map of every GA4 property, GTM container, ad pixel and conversion for each client — with its health and when it was last checked. When a pixel breaks, you know where it lives and who owns it.
Connected to Google
Link your agency's Google account (read-only) and import real GA4 properties, GTM containers and Google Ads accounts onto each client's map — then load live insights. On Growth and up, every client's Google Ads is checked each morning, and the assigned teammate hears when spend or conversions go wrong.
Work management that fits agency workflows
Tasks in list, board and calendar views, with client approvals. Filter and save views by department — PPC, SEO, social, CRO, web design. Client portals with magic-link access, no passwords.
Department plans, not just tasks
PPC campaign blueprints with keywords and RSA character-count checks, SEO page plans, department notes — per client, importable from Google Ads exports, shareable to the portal.
Built-in email + internal notes
Forward client emails to your inbound address and they auto-thread against the right client. Internal notes and @-mentions sit next to the client thread and the task.
Cross-client tracking health, finally
See every client's tracking health in one ranked view, filter by status, and export it to CSV.
Fair pricing for how agencies actually grow
Plans are sized by active clients, not headcount. Each includes team seats (5 on Pro); extra seats are $9.99/mo, and view-only teammates and client portal users are free.
Pay per active client, not per seat.
Six plans from free to unlimited. Client portals are free on every tier — only your team counts against the seat cap.
Pro
$59/mo
or $49.17/mo billed annually(save 17%)
- 10 active clients
- 5 included seats
Growth
$119/mo
or $99.17/mo billed annually(save 17%)
- 30 active clients
- 8 included seats
- Weekly Ads Health audits and daily Google Ads alerts included
Business
$229/mo
or $190.83/mo billed annually(save 17%)
- 100 active clients
- 15 included seats
Starter free forever · Scale $449 · Enterprise $799 · Annual saves ~17% — see all plans
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Frequently asked questions
- What is a digital marketing CRM?
- A digital marketing CRM is a system built around how a marketing agency actually works — managing clients, contacts, tasks, plans, and client communication in one place — rather than a generic sales CRM bolted onto agency workflows. Phloz adds the piece no generic CRM has: a living map of each client's tracking infrastructure (GA4, GTM, pixels, conversions).
- Is Phloz a good CRM for a marketing agency?
- Phloz is purpose-built for digital and performance marketing agencies managing 5–100 clients across PPC, SEO, social, CRO, and web design. It combines a client CRM, work management (tasks, boards, approvals), client portals, and a tracking-infrastructure map — so you replace the handful of tools most agencies duct-tape together.
- How much does Phloz cost?
- Phloz plans are sized by active clients, with team seats included, so a small team running a few clients does not pay for a rack of licences. There are six plans from a free Starter tier up to unlimited, a new workspace gets 14 days free on Pro, Growth, Business or Scale, and client-portal users are always free on every tier.
- Does Phloz replace tools like Asana, HubSpot, and a shared Drive?
- For most agencies, largely — Phloz brings clients, tasks, plans, messages, files and cross-client tracking health into one workspace, covering the CRM, the task manager and much of the shared folder, and it reads from Google (GA4, Tag Manager, Google Ads). The goal is one workspace instead of six tabs.
- What is a tracking-infrastructure map?
- It is a typed graph of every GA4 property, GTM container, pixel and conversion action for a client — showing how data flows, who owns each piece, its health and when it was last checked. When a pixel breaks or a conversion stops firing, you can see exactly where it lives instead of digging through five consoles. No competing agency tool models this layer.
- Does Phloz connect to Google Analytics and Google Tag Manager?
- Yes. Connect your agency's Google account once and import real GA4 properties, GTM containers and Google Ads accounts onto each client's map, then load live insights — sessions, conversions, channels, and declining pages versus the previous 30 days, plus a Google Ads snapshot. Phloz only reads from Google and never changes anything in your accounts; Google's permission screen asks for full Google Ads access only because Google offers no read-only option for it.
More questions? Read the digital marketing CRM buyer's guide, see the full feature tour, the pricing breakdown, or how Phloz compares to HubSpot or stacks up against ClickUp.
Ready to see every client, every task, and every pixel in one place?
14 days free on Pro, Growth, Business or Scale, for a new workspace. Bring your team, your clients, and your existing tools — we integrate with the ones that matter.
- 30-day money back on your first payment
- GDPR Data Processing Addendum with SCCs
- CSV exports on every plan
Agency operations, in your inbox.
Occasional short, practical essays on tracking infrastructure, client operations, and what's changing in paid media. No spam.