CRM for SEO agencies

SEO project management built for the agency stack.

SEO project management, SEO task management, and a typed tracking map of every property — the CRM + work management platform SEO agencies run client ops on.

Why SEO teams care

SEO teams juggle technical audits, content ops, link tracking, GSC data, ranking reports — across 20+ clients. Generic project management tools force you to rebuild that workflow every time. Phloz ships built-in task templates, the tracking map, and the client-scoped views out of the box, so SEO project management stops being a Google Sheet.

What Phloz gives you

  • SEO project management boards per client — to-do, in progress, blocked, done — with drag-and-drop and per-task client visibility.
  • Built-in task templates — SEO client onboarding and tracking audits among them — applied to a new client in one click.
  • Per-client tracking map of typed GA4, GTM, pixel, and conversion nodes with health statuses — with GA4 import and live analytics insights (sessions, channels, declining pages) via the Google connection.
  • SEO page plans per client — target pages with keywords, titles, and meta descriptions (live length counters) — shareable read-only to the client portal.
  • Client portals for stakeholders who want to see live SEO tasks and page plans without a login.
  • Recurring tasks for weekly / monthly retainer work — the SEO task manager you wish your PM tool had.

Frequently asked questions

Can Phloz do SEO project management?
Yes — client-scoped boards, SEO page plans that move through planned → brief → writing → published → refresh, built-in templates for SEO onboarding and tracking audits, and recurring retainer tasks, so SEO project management stops living in a spreadsheet.
Does it track technical SEO setup per client?
Partly. Each client’s tracking map records GA4 properties (including whether and which Search Console property is linked), GTM containers and pixels, plus notes — a living record rather than a one-off audit doc. Phloz does not check robots, sitemaps or schema itself.
Is this better than a generic PM tool for SEO?
Generic tools make you rebuild the SEO workflow every time. Phloz ships the SEO-shaped defaults, client scoping, and the tracking map out of the box.