Every module your agency runs on.
Phloz is six tools in one workspace. Here's what each does.
CRM
Clients, contacts, companies, deals. Not a generic CRM — one built for how agencies actually track relationships.
- Client records with contacts, notes, files, tracking map, tasks, messages — all in one split-pane view.
- Contact roles (primary, billing, technical, decision maker) so the right person gets the right comms.
- Client tiers, status (active / paused / archived), and health — visible at a glance.
- Free client portal access via magic links — no passwords, no per-client seat costs.
Work management
Tasks, boards, timelines, approvals. Role-based views per department so the PPC lead sees PPC-shaped work.
- Tasks with status, assignee, due date, department, priority, estimate.
- Board + list + timeline views. Your team picks how they see work.
- Task dependencies and subtasks without a Gantt-chart UI from 2008.
- Approvals on deliverables (creative review, copy review, tracking verification).
Tracking infrastructure map
The thing no other agency platform has. A typed graph of every GA4 property, pixel, conversion, and audience — per client.
- 9 node types at launch (GA4, GTM, Meta, Google Ads, TikTok, Microsoft, audiences, UTM conventions, generic pages).
- Every node has a typed Zod schema — so "GA4 property" and "Meta pixel" have the right fields, icons, and health states.
- Health status: working / broken / missing / unverified. Click "verify" and it's timestamped.
- Graph relationships (fires-on, owned-by, depends-on) so you can answer "what breaks if we migrate this?"
Messaging
Email forwarding to client threads + internal chat next to the work.
- Every client gets an opaque inbound email address (client-xxxxx@inbound.phloz.com). Forward a client email and it auto-threads.
- Internal comments on every task, file, map node. Mention a teammate, get a notification.
- Deliverable-scoped threads — no more "which Slack channel was this in?"
Reporting
Cross-client views that don't require a BI tool for the basics.
- See every active campaign, every open task, every pending approval across every client.
- Filter by tier, department, status, owner, health.
- CSV export and one-click BigQuery sync (V2).
Billing + tiers
Per-active-client pricing. Pay for your book of business, not your team size.
- Six tiers from Starter (free, 1 client) to Scale (250) to Enterprise (unlimited).
- Active client = activity in last 60 days. Archived / dormant clients don't count.
- Included seats per tier (5/8/15/30). Extra seats are $5.99–$9.99/mo.
- Annual plans save ~17%.