One place for every client
Clients, contacts, projects, tasks, messages, files — all under a single workspace. No more switching tabs between Asana, HubSpot, and a shared Drive folder.
New: Connect Google — GA4 + GTM import, live insights
The digital marketing CRM + work management platform built for agencies.
Clients, projects, tasks, approvals, and a typed map of every pixel, tag, and audience you manage — one platform for the CRM, project management, and tracking infrastructure your agency actually runs on. Pay per active client, not per seat.
- 30-day money back — no questions
- SOC 2 roadmap
- GDPR-compliant
- Data exports in one click
Everything your agency runs on, in one workspace.
Most agency stacks are 6–8 tools duct-taped together. Phloz replaces the ones that matter and integrates the rest.
The tracking infrastructure map
A typed graph of every GA4 property, GTM container, pixel, conversion, and audience — per client. When a pixel breaks, you know where it lives and who owns it.
Connected to Google
Link your agency's Google account and import real GA4 properties and GTM containers onto each client's map — then load live analytics insights: sessions, conversions, channels, and declining pages vs the previous 30 days.
Work management that fits agency workflows
Tasks, boards, timelines, approvals. Role-based views for 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 + chat
Forward client emails to your inbound address and they auto-thread against the right client. Internal chat threads live next to the work, not in Slack.
Cross-client reporting, finally
See every client's performance in one view. Filter by department, status, tier. Export to CSV or pipe into BigQuery.
Fair pricing for how agencies actually grow
Pay per active client, not per seat. Your 10-person team doesn't pay for 10 licences to run 3 clients.
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.
Starter
$0.00/mo
or $0.00/mo billed annually
- 1 active client
- 2 included seats
- Unlimited client portal users
Pro
$29.99/mo
or $24.99/mo billed annually(save 17%)
- 10 active clients
- 5 included seats
- Unlimited client portal users
Growth
$59.99/mo
or $49.99/mo billed annually(save 17%)
- 30 active clients
- 8 included seats
- Unlimited client portal users
Business
$149.99/mo
or $124.99/mo billed annually(save 17%)
- 100 active clients
- 15 included seats
- Unlimited client portal users
Scale
$299.99/mo
or $249.99/mo billed annually(save 17%)
- 250 active clients
- 30 included seats
- Unlimited client portal users
Enterprise
$599.99/mo
or $499.99/mo billed annually(save 17%)
- Unlimited active clients
- 50 included seats
- Unlimited client portal users
Latest from the blog
Practical writing on agency operations, tracking infrastructure, and the work of running a digital marketing agency.
· 5 min read
Tracking AI search traffic: how AI Overviews and ChatGPT show up in GA4 (and how they don't)
AI Overviews and ChatGPT are eating clicks and sending a new, hard-to-see kind of referral. What's measurable today, what isn't, and how to track AEO visibility for clients without pretending the data is clean.
· 5 min read
Performance Max shows no conversions: the real causes and fixes
Performance Max spending with zero (or wrong) conversions is almost always a tracking or goal-config problem, not the algorithm. The checklist — conversion action, campaign goals, the tag, attribution delay — and why you must validate PMax independently.
· 4 min read
Measuring Google Demand Gen campaigns without last-click lying to you
Demand Gen drives demand that converts later, elsewhere — so last-click makes it look like a failure. The metrics that actually capture its value: view-through, brand/search lift, and incrementality.
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, projects, tasks, 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 is priced per active client, not per seat, 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, every paid plan includes a 14-day free trial, and client-portal users are always free on every tier.
- Does Phloz replace tools like Asana, HubSpot, and a shared Drive?
- For most agencies, yes — Phloz brings clients, projects, tasks, messages, files, and reporting into one workspace, replacing the CRM, the project manager, and the shared folder while integrating with the tools that matter (like Google). 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, conversion action, and audience for a client — showing how data flows and who owns each piece. 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 (read-only) and import real GA4 properties and GTM containers onto each client's map, then load live insights — sessions, conversions, channels, and declining pages versus the previous 30 days. Phloz never changes anything in your Google accounts.
More questions? Read the digital marketing CRM buyer's guide, see the full feature tour, the pricing breakdown, or how Phloz compares to HubSpot.
Ready to see every client, every task, and every pixel in one place?
14 days free on any paid plan. Bring your team, your clients, and your existing tools — we integrate with the ones that matter.
Agency operations, twice a month.
Short, practical essays on tracking infrastructure, client operations, and what's changing in paid media. No spam.