For marketing agencies
Win clients, run retainers and report results – in one CRM built for marketing agencies.
SEO, social media and paid-ads agencies repeat the same journey every month: find clients, get approvals, bill the retainer, send the report. RoseSpark CRM does all of it in one place.
Sound familiar?
- Leads come from cold email, LinkedIn and your website, and live in three different tools.
- Every month someone builds the client reports by hand from Google Analytics, Search Console, Google Ads and Meta.
- Content and creatives wait for client approval in long email threads.
- Retainer invoices go out late, and GST or VAT is worked out in a spreadsheet.
The four parts you'll use most
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Cold email outreach
Cold outreach to local businesses with sequences that stop on reply, sent through your own mailboxes.
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Reports and client reporting
Google Analytics, Search Console, Google Ads and Meta Ads numbers per client, emailed weekly or monthly.
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Projects and client portal
Deliverables with versions and client approvals in the portal – no more approval threads.
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Billing and payments
Monthly retainers from the signed proposal, issued and emailed automatically with the right tax.
Everything else – calling, inbox, workflows, reports – is included in the same price.
Example: a new SEO retainer
- 1A lead fills in the form on your website; a workflow tags the contact and creates a task for you.
- 2You send a proposal with a one-time setup line and a monthly SEO line; the client signs online and the deal moves to Won.
- 3You set up the monthly retainer from the signed proposal; invoices go out on their own.
- 4A workflow starts the project from your SEO template; the client approves the keyword plan in the portal.
- 5Every month the Search Console and Analytics report is emailed to the client and shown in their portal.
Questions
Which marketing data can I report on?
Google Analytics, Google Search Console, Google Ads and Meta Ads, connected once at agency level and chosen per client. Google Ads needs a developer token approved by Google.
Can clients approve content in the portal?
Yes. Deliverables go through internal review, then client review; the client approves or asks for changes in the portal, and every version is kept.
Will it show which channel brings my leads?
Website tracking with source attribution is part of version 2 and is planned; see What's in v1 and v2 for its status.
See it for your business: book a 30-minute demo
I'll show you how marketing agencies use RoseSpark CRM, on a real CRM.