CRM for B2B agencies
The workspace B2B agencies actually want.
CRM + work management for B2B marketing agencies. ABM, long sales cycles, multi-touch attribution — tracked and managed in one workspace.
Why B2B teams care
B2B marketing lives on attribution. HubSpot, Salesforce, LinkedIn, GA4, webinar platforms — Phloz lets you map and manage the whole stack per client.
What Phloz gives you
- Account-based campaign boards.
- Tracking map with CRM + ad platform + webinar integrations.
- Long-cycle reporting templates (quarterly, annually).
- Role-based views for strategy / content / paid / ops.
Frequently asked questions
- Can Phloz handle B2B marketing agency work?
- Yes — account-based campaign boards, long-cycle reporting templates, and a tracking map spanning CRM, ad platforms, and webinar tools, so multi-touch attribution is documented per client.
- Does it integrate with HubSpot or Salesforce?
- The tracking map models the client’s CRM, ad-platform, and webinar setup as nodes; V1 ad-platform integrations are read-only, with deeper API ties on the roadmap.
- How is it different from a sales CRM?
- A sales CRM tracks your prospects. Phloz manages the agency’s portfolio of B2B clients and the long, multi-touch campaigns you run for them — a different job.