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: tracking infrastructure map
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.
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.
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
$0.00/mo billed annually
- 1 active client
- 2 included seats
- Unlimited client portal users
Pro
$29.99/mo
$24.99/mo billed annually
- 10 active clients
- 5 included seats
- Unlimited client portal users
Growth
$59.99/mo
$49.99/mo billed annually
- 30 active clients
- 8 included seats
- Unlimited client portal users
Business
$149.99/mo
$124.99/mo billed annually
- 100 active clients
- 15 included seats
- Unlimited client portal users
Scale
$299.99/mo
$249.99/mo billed annually
- 250 active clients
- 30 included seats
- Unlimited client portal users
Enterprise
$599.99/mo
$499.99/mo billed annually
- 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.
· 9 min read
Looker Studio dashboard templates for agencies: the 5 we ship to every client
Most agency Looker Studio reports are 30+ pages, take 3 minutes to load, and get opened twice. Five focused dashboards cover what clients actually want — performance, attribution, paid spend, conversions, content. Here's the layout, the data sources, the two pitfalls that make them slow, and the cadence that makes them stick.
· 8 min read
GA4 + BigQuery export for agencies: the setup that survives ad-platform churn
GA4's UI is unstable, the API is rate-limited, and Google Ads + Meta + TikTok keep reshaping what conversions look like. Exporting raw GA4 events to BigQuery gives agencies a stable analytical foundation that platform UIs can't take away. Here's the setup we ship for clients spending >$10K/mo on paid — what to export, how to query it, and the four pitfalls that make most agency BigQuery setups useless within 6 months.
· 9 min read
Pinterest Conversions API for ecommerce agencies: the setup that captures iOS 14.5+ buyers
Pinterest tag-only setups in 2026 lose 35-55% of iOS purchase signal — and Pinterest's audience over-indexes on iOS. Here's the Pinterest Tag + Conversions API setup we ship to ecommerce agency clients, including the dedup pattern, the recommended event source, and the dataset-quality score that decides whether the algorithm trusts your data.
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.