Clients Managed. Campaigns Delivered. Retainers Tracked.
A CRM for marketing, creative, and digital agencies. Manage client relationships, track project deliverables, and monitor retainer health.
Sound Familiar?
How CxTrack Solves It
Pre-configured for agencies teams. Ready to use from day one.
Client Pipeline
Track clients from Prospect through Proposal, Onboarding, Active Retainer, and Renewal.
AI Voice Agent
Handles new business inquiries, qualifies prospects, and schedules discovery calls with the right team lead.
AI Quarterback
Flags at-risk retainers, overdue deliverables, and prospects sitting too long in the pipeline.
Retainer Tracking
Monitor monthly retainer health, scope utilization, and renewal timelines per client.
Real-World Use Cases
How agencies businesses use CxTrack every day.
New Business During Delivery Crunch
Your team is slammed with deliverables. A qualified prospect calls but nobody picks up. They hire another agency.
AI qualifies the prospect, captures their brief, and books a discovery call. Your pipeline stays healthy even during crunch.
At-Risk Retainer Detection
A client hasn't responded to your last 3 emails. By the time you notice, they've already decided not to renew.
Quarterback flags declining engagement at the first sign. You proactively schedule a check-in before it's too late.
Scope Creep Prevention
A client keeps adding 'small requests' that eat into your retainer margin. Nobody tracks the overage.
Task tracking shows hours by client vs. retainer budget. You know exactly when to have the scope conversation.
Your Pipeline Stages
Stages are fully customizable. This is the starting template.
Your CRM Speaks Agencies
Agencies FAQs
Can I track deliverables per client?
Yes. Task management supports client-linked deliverables with due dates, assignees, and status tracking.
Does it handle multiple team members per client?
Yes. Team collaboration features let you assign roles per client account (Account Manager, Creative Lead, etc.).
How does Quarterback help with retention?
It monitors client engagement frequency, overdue deliverables, and approaching renewal dates, alerting you before a client relationship goes cold.
Ready to Transform Your Agencies Business?
Start free. AI Quarterback and your industry template activate immediately.
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