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 properties, GTM web + server containers, Google Ads / Meta / TikTok / Microsoft / LinkedIn accounts, pixels, Conversions API endpoints and conversion actions, call tracking with DNI, CRMs and shops, landing pages, and a Custom type for the rest.
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, GTM containers and Google Ads accounts, then pull live insights per client.

One OAuth connect in Settings → Integrations — read-only scopes for GA4 and Tag Manager; Google Ads has no read-only scope, so Phloz holds the standard one and only ever reads. Tokens encrypted at rest, disconnect revokes at Google.
Import from Google on any client’s tracking map: pick from the GA4 properties, GTM containers and Google Ads accounts the connected account can see — real IDs land in the node metadata, re-imports never duplicate.
When the client’s map has one GA4 property, imported GTM containers connect to it automatically.
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.
Google Ads per client: a live card (spend, clicks, conversions, costliest keywords and search terms, budget-limited campaigns, disapproved ads), Search campaigns imported into Plans, and — on Growth and above — a weekly Ads Health audit scored 0–100.
Daily Google Ads alerts (Growth and above): each morning every account is compared with its own last 4 weeks, and spend that stops or spikes, conversions short of what the clicks predict, rising cost per conversion or falling return on ad spend show on the overview and email the client’s assigned teammates.

Tracking health & automated audits

A 20-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.
Client requests from the portal or by email: a reference (KELD-R17) and an emailed receipt for each, then your team accepts, declines with a reason, or marks a duplicate.
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 on the client; the budget total shows 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.
Every task has a short ID (KELD-142): search or ⌘K by it, copy a link to it, and find it leading the subject of the emails about the task.
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, safe to edit together, 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 and keywords straight from Google Ads report and Keyword Planner downloads, or a simple CSV template — Phloz ships the template and parses the raw Google files.
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 time logged against the client or one of its tasks.
A live burn bar, and where the hours went by task and by department.
Over-budget alerts in the weekly digest (Pro and up) — 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, down to which clients need you this week. On Growth and above.

A built-in MCP server: 23 tools, 9 prompts, and 6 resources over your clients, tasks, messages, tracking maps and Google Ads.
Decision reads: a portfolio briefing that triages every client with the numbers behind each flag, a one-call client brief, and Google Ads alerts, daily figures and audits to diagnose a drop.
For your own AI: the stored audit's search terms and negative-keyword candidates, spend pacing against the budget the client agreed, and a task in full with what the client wrote. Changes in Google Ads stay a person's.
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 — plans sized by the work you’re actually doing, with team seats included.

Six tiers, from a free-forever Starter to Enterprise.
Archived clients don’t count toward your plan (up to 3× your client limit in total) — your history costs nothing.
Seats included on every tier; paid plans can add extra seats 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 for new workspaces · No credit card · Starter tier free forever