DIGITAL AGENCY CRM

Manage Client Pipelines, Creative Tasks & Agency Operations

Unite client proposal pipelines, automated inbound lead qualification, team task Kanban boards, and monthly payroll in one central agency hub.

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AGENCY BOTTLENECKS

Why Agencies Upgrade to Msgora CRM

The Traditional Agency Grind
  • Client leads lost in email threads and WhatsApp chats.
  • Design & dev tasks tracked across 3 different tools.
  • Monthly contractor payouts calculated manually in spreadsheets.
  • Paying $500+/mo for separate CRM and task software.
The Msgora Solution
  • Visual proposal pipeline with stage tracking.
  • Integrated Kanban task boards linked to client accounts.
  • 1-Click monthly team payroll with digital PDF payslips.
  • Single flat transparent tier saving 60% software costs.
AGENCY MATRIX

Features Engineered for Digital Agencies & Studios

Proposal Pipeline

Track prospect discovery, proposal submissions, and closed retainers.

Project Tasks

Assign deliverables to designers, developers, and copywriters with due dates.

24/7 AI Bot

Ask site visitors for project scope and budget before transferring to reps.

Team Payroll

Calculate contractor payouts and team salaries with PDF payslip generation.

AGENCY ROADMAP

How Agencies Scale Client Operations

1
Inbound Qualification

Inquiries are qualified by AI Chatbots and pushed to account directors.

2
Deliverable Execution

Creative tasks are assigned on visual Kanban project boards.

3
Payroll & Retainers

Process monthly team payouts and track recurring client retainers.

360°

Client Retainer Visibility

Instant

Lead Webhook Sync

Kanban

Team Deliverable Boards

14 Days

Free Full Trial

AGENCY WORKFLOW

Features Engineered for Marketing & Creative Agencies

Client Pipeline Tracking

Track prospect negotiations from initial audit to signed retainer agreement.

Task & Deliverable Boards

Assign creative design, copy, and campaign tasks to team members with due date alerts.

Agency Staff Payroll

Process monthly contractor payouts and employee salaries with automatic attendance sync.

"Msgora allowed our digital agency to manage 30+ active client retainers, team task boards, and payroll without spreadsheet chaos."
Neha Kapoor
Founder, PixelCraft Digital Agency
FREQUENTLY ASKED QUESTIONS

Questions About Agency CRM

Msgora combines Meta ad lead capture with client deal pipelines, task assignments for designers/developers, and employee payroll in one platform.

Yes, Msgora provides a full-featured 14-Day Free Trial with zero credit card required.
RECOMMENDED MODULES

Agency Power Tools

Task Boards
Kanban project boards
Lead Management
Meta lead webhook sync
AI Chatbots
Client website bots
Productivity Calculator
Calculate billable output

Scale Your Digital Agency Retainers Today

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