Campaign work loses client history
The brief, approvals, messages, files, invoices, payment status, and previous campaign notes should travel with the project.
Marketing agency project management software
Marketing agency project management software with client context built in.
Marketing work does not end at tasks. Workspace369 keeps campaigns, client records, briefs, files, communication, proposals, invoices, payments, AI notes, and reporting in the same operating workspace.
Campaignsclient work connected to delivery status
Inboxemail, SMS, voice, and follow-up in context
Revenueproposals, invoices, retainers, and payments
Search fit
Why marketing project tools feel incomplete
Reporting becomes another disconnected workflow
Client reporting is harder when delivery status, billing, communication, and follow-up live outside the project record.
Retainers need operational visibility
Marketing agencies need to see ongoing work, open tasks, client activity, invoices, and payment status without rebuilding reports.
Workflow
How Workspace369 supports marketing agency delivery
01
Capture the brief
Use CRM, requests, forms, notes, files, custom fields, and source details to capture what the client actually needs.
02
Plan the campaign
Turn the brief into projects, tasks, subtasks, calendars, reminders, files, team assignments, and approval workflows.
03
Communicate clearly
Keep shared inbox, SMS, voice, voicemail, templates, AI rewrite, translate, and summaries attached to the client.
04
Bill and report
Connect proposals, invoices, retainers, payment plans, expenses, dashboards, reporting, and follow-up to the same record.
Product coverage
Marketing agency workflow coverage
- It connects project delivery to CRM, communication, approvals, billing, and reporting.
- It supports retainer-heavy teams that need client and finance context beside the work.
- It gives marketing agency buyers a clearer alternative to task boards plus spreadsheets.
Agency CRM
Campaign records
Requests and briefs
Projects and tasks
Calendar
Client files
Shared inbox
Proposals
Retainers and invoices
Reports and dashboards
FAQ
Why Workspace369 fits marketing agency operations
What should marketing agency project management software include?
It should include client records, briefs, projects, tasks, calendars, files, approvals, inbox communication, proposals, invoices, payments, AI assistance, and reporting.
Can Workspace369 support retainer-based marketing work?
Yes. Workspace369 supports client records, projects, recurring work, retainers, invoices, payment plans, files, communication, AI, automations, and reporting.
How is Workspace369 different from a basic task board?
Workspace369 connects marketing delivery to CRM, inbox, SMS, voice, files, proposals, invoices, payments, AI, automations, and reports.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
