Every client and campaign, without losing the thread
Digital Agency
Agencies run many small businesses at once — each client is its own mini pipeline. NeoCRM keeps client accounts, campaigns, and task ownership organized so account managers can move between clients without losing context.
Built for: Marketing and digital agencies running multiple client accounts
An account manager juggles twelve clients across separate spreadsheets and DMs, and a deliverable slips because nobody had a single view of what was due for whom.
Every client's campaigns, tasks, and conversation history live in one dashboard, so switching between accounts doesn't mean losing track of what's due.
The exact stages, from the code
Pulled directly from the module's own status definitions — not a simplified marketing funnel.
Lead pipeline
A won lead converts to a client, which then carries its own status (Active, On Hold, Churn Risk, Inactive) rather than a further pipeline stage.
Everything inside the Digital Agency module
Grouped by where it shows up in the day-to-day workflow — this is the most built-out vertical on the platform.
Lead & client pipeline
- Full lead workspace with kanban view, inline stage editing, duplicate detection, and live updates as the team works
- One-click 'Convert to Client' action moves a won lead into the client roster without re-entering details
- Bulk WhatsApp messaging straight from the lead list — no separate campaign tool for a quick blast
- Bulk assign, bulk stage change, and CSV import/export, all with a validation preview before anything is applied
Client & revenue tracking
- Client roster with service category, monthly retainer, and status (active, on hold, or flagged at-risk)
- Client health dashboard — at-risk client count and a dedicated risk queue built from churn-risk flags
- Retainer amounts flow into the Finance module's invoices and ledger entries — billing lives in one place across every module, not a second system per vertical
- Revenue snapshot and service mix reporting across the client roster
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