CRM for Performance marketing agencies
The workspace Performance marketing agencies actually want.
CRM + work management for performance marketing agencies. Map every client's analytics, ad accounts, pixels and conversion paths across Google, Meta, TikTok, Microsoft and LinkedIn.
Why Performance marketing teams care
Performance marketing touches every channel — paid, SEO, CRO, email, social. Phloz gives you a single cross-channel operational view per client.
What Phloz gives you
- Cross-channel tracking map (GA4, Google, Meta, TikTok, Microsoft and LinkedIn ads, Klaviyo, and a custom node for whatever else).
- A cross-client tracking-health view that ranks every client by score.
- Department filters and saved views for specialists (PPC, SEO, social, CRO, web design).
- Client portals with a tracking-health summary the client can sign off.
Frequently asked questions
- What does Phloz give a performance marketing agency?
- One cross-channel operational view per client — paid, SEO, CRO, email, social — plus a tracking map spanning Google, Meta, TikTok, Microsoft and LinkedIn ads, GA4, and tools like Klaviyo, instead of a dashboard per platform.
- Does it replace my reporting tool?
- It’s the operations and tracking-trust layer, not a metrics dashboard. It tells you which clients’ recorded tracking has gaps, nodes marked broken or stale verification, and what work is pending; pair it with your reporting tool for client-facing metrics.
- How is pricing structured?
- Plans are sized by active clients, with team seats included (extra seats are a small add-on) — so cost tracks the accounts you’re paid to run, and viewer access for client stakeholders is free.