CRM for agencies
CRM for digital marketing agencies — by department
A sales CRM is shaped for closing deals. Phloz is shaped for running an agency: client portfolios, department-specific work, and a typed tracking-infrastructure map at the center. Pick your discipline to see how it fits.
CRM for PPC agencies
Every client’s ad accounts, conversion actions, and pixels mapped, with every client’s tracking-health score in one view — because PPC work lives and dies by tracking that actually fires.
See Phloz for PPC →CRM for SEO agencies
SEO project management, reusable audit/content-ops templates, and a typed tracking map of every property — the SEO task manager your PM tool never was.
See Phloz for SEO →CRM for Social media agencies
Content calendars, a client sign-off step on client-visible work, and each client’s pixels on the tracking map — so nothing ships without the right eyes on it.
See Phloz for Social media →CRM for CRO agencies
Experiment plans on the same client record as the conversion infrastructure they depend on — test pipeline, results archive, and the client’s tracking map.
See Phloz for CRO →CRM for Web design agencies
Project phases, client approvals, and asset storage, with the tracking setup (GA4, GTM, pixels) modelled alongside the build so analytics ships with the site.
See Phloz for Web design →CRM for Performance marketing agencies
Cross-channel campaigns, budgets, and the full conversion map per client — one operations surface across paid, not a dashboard per platform.
See Phloz for Performance marketing →CRM for Ecommerce agencies
Store + ad-platform tracking modelled per client — Shopify, Klaviyo, GA4, and every pixel/conversion action health-checked in one place.
See Phloz for Ecommerce →CRM for B2B agencies
Lead-gen pipelines, the tracking behind multi-touch attribution mapped per client, and CRM-shaped client ops for agencies running B2B demand generation.
See Phloz for B2B →14 days free for new workspaces · No credit card · Starter tier free forever