Features
Client management built for agency work
Packages, retainers, and campaigns broken down into channels and content.
Every client is tracked with the packages or retainers assigned to them, so account status is always visible without checking a separate spreadsheet. Marketing plans break down into campaigns, campaigns into channels, and channels into individual content items — a real hierarchy that mirrors how agency work actually gets planned and produced, with dedicated creative assets tied to the campaigns and content they belong to.
- Client records & portal access
- Package & retainer assignments
- Plans → campaigns → channels → content
- Marketing assets tied to content
- 1Client management with packages and retainers
- 2Plans, campaigns, channels, and content
- 3Marketing assets
Client management with packages and retainers
Track each client alongside the package or retainer assigned to them and its current status, giving account managers a clear view of who's on what plan without cross-referencing a separate billing spreadsheet.
Plans, campaigns, channels, and content
Structure work as a marketing plan that breaks into campaigns, campaigns into channels, and channels into individual content items — the actual hierarchy agency work follows, rather than one flat content list.
Marketing assets
Attach creative assets directly to the campaigns and content items they belong to, keeping every image, video, or design file connected to the work it was made for instead of scattered across a shared drive.