CRM for Marketing Agencies

Marketing agencies manage multiple clients, each with their own campaigns, deliverables, timelines, and approval processes. You need to track not just client relationships but the actual work being produced. Most CRMs focus on sales; HARi’s Agency template focuses on client delivery.

Agency CRM challenges

• Multi-client juggling — every team member works across several clients simultaneously
• Deliverable tracking — briefs, drafts, revisions, and approvals need clear status tracking
• Campaign management — each client runs multiple campaigns with different goals and budgets
• Team allocation — knowing who has capacity and who is overloaded prevents burnout and missed deadlines

How HARi solves this

HARi’s Agency template gives you client management combined with campaign and deliverable tracking in one place.

Entities and fields to set up

• Clients (Companies) — industry, retainer value, primary contact, contract renewal date
• Contacts — role (Marketing Director, Brand Manager, etc.), approval authority
• Campaigns — linked to Client, name, objective, budget, start/end dates, status (Planning / Active / Paused / Completed)
• Deliverables — linked to Campaign, type (Blog Post / Social Post / Ad Creative / Report), assignee, due date, status (Briefed / In Progress / Review / Approved / Published)
• Team Members — role, skills, current workload, hourly rate

Workflows included

1. Brief received — when a new deliverable is created, assign it to the appropriate team member based on type and workload
2. Review reminder — when a deliverable moves to “Review” status, notify the client contact for approval
3. Deadline warning — 2 days before a deliverable due date, alert the assignee if status is still “In Progress”
4. Campaign wrap-up — when all deliverables in a campaign reach “Published”, move the campaign to “Completed” and create a performance report task
5. Retainer renewal — 30 days before contract renewal, alert the account manager with a summary of delivered value

Key dashboard widgets

• Deliverables by status across all clients
• Team workload (assignments per person)
• Campaigns active this month
• Upcoming deadlines (next 7 days)
• Client retainer utilization

Get started

Install the Agency template from Settings > Solutions in your HARi account. Your client management, campaign tracking, and deliverable workflows are configured instantly. Start briefing work and tracking deliverables right away.