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Management software for advertising agencies

An advertising agency runs on a pipeline of briefs and campaigns delivered on time — and an enquiry nobody answered or approvals lost in email is a pitch or a project stalled. Management software for advertising agencies puts lead capture, a project and approval workflow and win-back emails in one place, so the pipeline stays full and work ships.

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In brief

  • Management software for advertising agencies centres on capturing enquiries and booking pitches — prospects reach out from your website, any hour.
  • A project and approval workflow keeps campaigns and sign-offs in one place, so work doesn't stall in email.
  • An AI assistant answers the repeat questions — services, sectors, process, pricing — by chat and WhatsApp, at any hour.
  • Email marketing keeps you top of mind: past clients, new services and win-backs, on autopilot.

An agency's month is the pipeline: answering enquiries, pitching, and delivering campaigns without the approval chaos. Management software starts exactly there, with lead capture and pitch booking — a prospect reaches out from your website — and a project and approval workflow so campaigns and client sign-offs stay in one place. Fewer missed enquiries, fewer projects stalled on "which version was approved?".

Around that you switch on what keeps the agency busy: an AI assistant that answers the repeat questions — "do you do branding?", "which sectors do you work in?", "what's your process?" — on WhatsApp and LinkedIn at any hour, so no enquiry goes cold; and email marketing that keeps you top of mind with past clients, new services and win-backs, on autopilot. All on the same data.

It integrates with your website and your Google profile: the business that finds you enquires and, once a client, approves work in a few taps. We set it up in the real language of an agency — briefs, campaigns, approvals, retainers — connect it to your site, and support you closely, so you stay on the creative, not on admin.

The modules advertising agencies need

Start with the one that hurts most and switch on the rest when you're ready — they all share the same data.

Starts here

Clients (CRM)

The record, history and follow-up for every client and quote, so none slips away.

Email marketing

Campaigns and automations to bring clients back, with ready-made templates and tracking.

Analytics

What brings you clients and what doesn't, in a clear panel with no jargon, to decide with data.

How we do it, step by step

  1. 1

    We look at your day-to-day

    We map how you work today and where your time and customers leak away.

  2. 2

    We choose the modules

    We start with what hurts most and leave the rest ready to click on later.

  3. 3

    We set it up for your sector

    We tune the software to the real language and needs of advertising agencies.

  4. 4

    We connect it to your website

    So managing starts where the customer finds you: your website and Google profile.

  5. 5

    We hand it over working

    Simple training and close support so you get value from day one.

It starts where your customer finds you

A business finds an advertising agency on Google and wants to enquire now. We connect the management software with your website and your Google Business Profile so they reach out the moment they find you, no phone tag needed. Making that first tap effortless is what turns an "advertising agency near me" search into a brief in your pipeline.

Frequently asked questions

Does lead capture fit how my agency works? +

Yes. We set up enquiry capture and pitch booking around your services, so prospects reach out with the right details and it lands where you manage new business, without phone tag.

Can it handle project approvals? +

Yes — a project and approval workflow keeps campaigns, versions and client sign-off in one place, so work doesn't stall in email chains.

Can it handle the repeat questions? +

The AI assistant answers the common ones — services, sectors, process, pricing — by chat and WhatsApp at any hour, and points prospects straight to enquiring. You stop answering the same questions.

How does it keep you top of mind? +

With email marketing on autopilot: updates to past clients, new services and win-backs, with ready-made templates and tracking — so a one-off project becomes a retainer.

Much more than a website

Not just your website. Your CRM so no enquiry slips away.

Every enquiry that comes through the website lands in your panel with follow-up, and you turn it into a client.

Customer CRM

Every contact that comes through your website lands in your panel, with follow-up and notes. Nothing gets lost.

Bookings & appointments

Online diary with automatic reminders. Your customers book themselves, you see your calendar fill up.

Email marketing

Your own campaigns and lists to build loyalty and sell again, with no paid external tools.

AI assistant

A smart chat serves and captures customers on your website 24/7, and passes the interested ones to your CRM.

Clear analytics

How many visit you and where they come from, with no jargon or annoying cookies. Decisions backed by data.

All under your brand, in one place.

I want my panel

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