Every module your agency runs on.

One workspace: clients, work, client communication — built around the layer no other agency tool models, your clients' tracking infrastructure. Here's what each module does.

Tracking infrastructure map

The thing no other agency platform has: a typed, visual map of each client’s entire tracking setup — so "what’s deployed where, for whom?" has one answer.

20+ typed node kinds: GA4 accounts and properties, GTM web + server containers, Google Ads / Meta / TikTok / Microsoft pixels and conversions, call tracking with DNI, consent tooling, landing pages, and more.
Every node carries its real IDs and fields (typed and validated) — no more digging through five consoles to find a measurement ID.
Google product links modeled too: Search Console, Merchant Center, Business Profile.
Health status per node — working / broken / missing / unverified — with timestamped verification.

Google integration

Connect your agency’s Google account once and the map stops being manual — import real GA4 properties and GTM containers, then pull live analytics insights per client.

One OAuth connect (read-only scopes) in Settings → Integrations; tokens encrypted at rest, disconnect revokes at Google.
Import from Google on any client’s tracking map: pick from the GA4 properties and GTM containers the connected account can see — real IDs land in the node metadata, re-imports never duplicate.
Imported GTM containers auto-wire to the client’s GA4 property on the map.
Analytics insights per client, straight from the GA4 Data API: sessions and conversions vs the previous 30 days, channel breakdown, top landing pages, and declining pages.

Tracking health & automated audits

A 17-rule engine sweeps every client’s map weekly and rolls the result into a 0–100 score — you find out about problems before the client does.

Automated weekly audit per client: dead ends, missing links, stale verification, DNI setups that break attribution.
A 0–100 tracking-health score on the client report, the Audit tab, and a cross-client overview that ranks your whole book (CSV export included).
A proactive weekly digest that leads with what changed — score movements, new findings, retainers over budget.
Per-client audit history, so "when did this break?" has a paper trail.

Client reporting & white-label portal

Clients click a magic link — no passwords — and see their work, their tracking health, and their reports under your brand.

Portal with tasks, approvals, messages, shared files, and a tracking-health summary per client.
White-label: your name, logo, and accent color — on higher tiers, drop "Powered by Phloz" and serve it from your own domain.
Scheduled monthly branded report email with a PDF attachment.
Client sign-off on reports — snapshotted, timestamped, and emailed back to you.

CRM & the client data spine

Client records shaped for agency work — including the reference data every other tool makes you keep in a spreadsheet.

Clients with contacts, notes, files, tasks, messages, and the tracking map — one record, everything attached.
A per-client account directory (Google Ads, GA4, GTM, Search Console, Business Profile, Merchant Center, Meta, and more) plus quick fields for the Google IDs you reach for constantly.
A "who runs what" provider map — website platform, hosting, domain, booking, forms, chat, newsletter, e-commerce — each with a one-click admin login button.
Business identifiers (GST/HST, PST, business number, incorporation number, DUNS, EIN) and monthly ad budgets per platform, visible at a glance on the clients list.

Work management

Tasks scoped the way agencies think — by client and by department — in list, board, and calendar views.

Tasks with status, assignee, due date, department, priority; recurring tasks; subtasks; saved filter views.
Kanban board with drag-to-change-status and manual within-column ordering; calendar view for the deadline-shaped week.
Approvals with per-client policy (none / optional / required) and lock-on-approve, plus client sign-off from the portal.
Client-visible tasks the portal shows; internal ones it never does.

Department plans

Where the actual deliverables live: PPC campaign blueprints, SEO page plans, and department notes per client — structured, versionable, and shareable to the portal.

PPC campaign blueprints with ad groups, keywords with match types, and responsive search ads with live character-count validation against Google Ads limits.
Import campaigns straight from a Google Ads editor export or a simple CSV template — Phloz ships the template and parses raw Google downloads.
SEO page plans per client: target pages with keywords, titles, and meta descriptions, plus free-form department notes for everything else.
Per-document client visibility — flip a plan to client-visible and it appears in their portal read-only; export any plan back to CSV.

Client messaging

Clients just reply to email — the thread lives in Phloz, next to the work.

Every client gets an inbound address; replies auto-thread into named conversations.
A global inbox across clients with unread indicators, so nothing sits unanswered.
AI-drafted replies (via the MCP server) land in a review queue — a human always sends; nothing is ever auto-sent.
Internal comments with @-mentions on tasks keep team chatter off the client thread.

New business, kept lite

Public intake forms feed a simple lead pipeline that hands off into delivery — without becoming a sales CRM.

Spam-protected public intake forms you can share anywhere.
Pipeline stages on every lead: new → contacted → proposal → won / lost, with per-stage counts.
Convert a lead to a client in one click — the lead is marked won and the client record is ready.
Slack notifications for new leads, so nothing waits until Monday.

Retainers & retainer burn

The "are we over-serving this retainer?" answer — without invoicing-suite baggage.

Retainer value, billing cycle, renewal date, and status per client; automatic renewal reminders; an MRR rollup across the book.
Monthly retainer hours with lightweight time logging on tasks.
A live burn bar with a by-department split of where the hours went.
Over-budget alerts in the weekly digest — before month-end, not after.

AI-ready via MCP

Connect Claude — or any MCP client — to your workspace and ask questions of your own agency.

A built-in MCP server: 13 tools, 3 prompts, and 4 resources over your clients, tasks, messages, and tracking maps.
One-click OAuth connect from claude.ai; personal access tokens for everything else.
Everything scoped to workspace, role, and client assignment — writes are audited, message replies are drafts only.
Workspace export/import keeps your data portable.

Pricing that tracks your book

Per-active-client pricing across six tiers — pay for the work you’re actually doing, not your team size.

Six tiers, from a free-forever Starter to Enterprise.
Archived clients are free on every tier — your history costs nothing.
Seats included on every tier, with extra seats purchasable as you grow.
Monthly or annual billing — current numbers always on the pricing page.

See how the platform fits your team, your workflow, and your budget.

Try Phloz free

14 days free · No credit card · Starter tier free forever