CRM for B2B agencies
The workspace B2B agencies actually want.
CRM + work management for B2B marketing agencies. ABM programs, long sales cycles, and the tracking behind multi-touch attribution — documented and managed in one workspace.
Why B2B teams care
B2B marketing lives on attribution. HubSpot, Salesforce, LinkedIn, GA4, webinar platforms — Phloz lets you map the stack per client (webinar tools as custom nodes) and manage the work around it.
What Phloz gives you
- Kanban boards per client for ABM and campaign work.
- Tracking map with CRM (HubSpot, Salesforce, Zoho) and ad-platform nodes, and webinar tools as custom nodes — records, not live integrations.
- Monthly and yearly recurring tasks for long-cycle reviews.
- Department filters and saved views (PPC, SEO, social, CRO, web design).
Frequently asked questions
- Can Phloz handle B2B marketing agency work?
- Yes — client-scoped boards for ABM and campaign work, monthly and yearly recurring tasks for long-cycle reviews, and a tracking map spanning the CRM, ad platforms, and (as custom nodes) webinar tools, so the setup behind multi-touch attribution is documented per client.
- Does it integrate with HubSpot or Salesforce?
- No. The tracking map records the client’s HubSpot or Salesforce instance as a CRM node (vendor, URL, notes), but Phloz doesn’t connect to either or sync their data. Its only live connection is Google — GA4, Tag Manager and Google Ads, read-only.
- 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.