Software for Marketing Agencies

Every campaign, accounted for.

We build the platform marketing agencies use to manage campaigns, report to clients, and track ad spend — without a deliverable lost between the strategy deck and the client's inbox.

22+

Agencies deployed

$18M

Ad spend tracked in 2025

4 days

Average setup time

97%

Agency retention

Philosophy

A campaign tracked in a spreadsheet is a client report built from memory.

Most agencies run campaigns on a shared spreadsheet, client reports from screenshots, and ad spend tracking by hand. We build the system that puts every campaign, client, and dollar spent in one place.

A marketing team collaborating around a table

Campaigns Live Today

64

The Screenshot Deck

A monthly report built from copy-pasted screenshots is already a day out of date.

By the time a slide deck gets assembled, formatted, and sent, the ad spend numbers on it have already moved — and the client's first question is why the numbers don't match what they see live.

Capabilities

The Campaign Engine

Campaign Management

Every campaign, deliverable, and deadline tracked in one board.

Client Reporting & Analytics

Performance reports generated automatically from live campaign data.

Content Calendar & Approval

Content scheduled and approved by clients without an email chain.

Ad Spend Tracking

Budget pacing and spend tracked in real time, across every platform.

Lead & CRM Integration

Leads captured from campaigns and routed directly to your CRM.

Client Portal & Billing

Clients access reports and invoices without a status-check email.

Deployments

Agencies Reporting In Real Time

Dunnellon Digital Marketing Group

Reporting automation cut client report prep time from a day to an hour.

Marion County Marketing Partners

Ad spend tracking flagged a budget overrun before it became a problem.

Ocala Growth Marketing Co.

Client portal cut inbound status-check emails by 70%.

Paid, Content, Or Full-Service

A paid-media shop and a content agency need different dashboards.

Digital Marketing Agencies

Agencies running paid campaigns that need ad spend tracked in real time.

Content & Social Agencies

Agencies managing content calendars that need client approval built in.

Full-Service Marketing Firms

Firms handling campaigns, content, and billing that need it all in one system.

"I used to build client reports by copy-pasting screenshots into a slide deck every month. Now the report builds itself from live campaign data."

— Agency Owner, Dunnellon, FL

No Filter

Nobody asks about the price before they ask why the last report took all day.

A report reflects live numbers, not last week's screenshot

The client sees the same figures your team is looking at, generated automatically at send time.

One build cost, not a per-client license

Onboarding your twentieth client doesn't add a recurring fee on top of your nineteen others.

Connects to the ad platforms you already use

Ad spend pulls from your connected accounts instead of manual entry.

A budget-pacing question gets a same-day answer

Not a support ticket — the person who built your reporting picks up the phone.

Process

From kickoff to your first campaign live

01

Discovery Call

We map your current campaign and reporting workflow.

02

Configuration

Your clients, campaigns, and ad platforms connected.

03

Migration

Existing client accounts and campaign data imported without loss.

04

Go Live

You're running your full agency from one system, with support on call.

Nothing To Disconnect

Your ad accounts and CRM stay connected exactly as they are.

Meta & Google Ads CRM Platforms Payment Processors Social Scheduling Tools Accounting Software

FAQ

Answers before the first campaign launches.

Do you work with small agencies?

Yes. Most of our deployments start with a small team and scale as the agency adds clients.

Can this connect to our ad platforms?

Yes — ad spend and performance data pull directly from your connected ad accounts.

What does onboarding involve?

A discovery call, configuration of your client accounts, and a guided migration of active campaigns.

Can clients approve content before it posts?

Yes — the content calendar routes drafts to clients for approval before anything goes live.

Does billing handle retainers and one-off projects?

Yes — both recurring retainers and project-based invoices are supported.

Is our client data secure?

Yes — campaign, client, and billing data is encrypted in transit and at rest.

Ready for a report that builds itself?

Start a Project