Keep Agency Clients, Opportunities, Tasks, and Communication Connected
Agencies manage multiple accounts, outbound leads, deadlines, billing structures, and creative assignments. Relecca connects the commercial and execution context so your agency runs smoothly.
Target Use Cases
Relecca solves operational issues specific to Agencies workflows:
Quote & Proposal Tracking
Visualize incoming project bids and custom scope approvals.
Log Client Hours
Log time against clients and tasks, and export it to Excel for monthly billing.
Centralized Asset Files
Store agreements, briefs, and deliverables directly on the client record.
Many Clients, Running in Parallel
Agencies hold prospects, active clients, conversations, deadlines, meetings and commercial opportunities simultaneously. The difficulty is not any single one of those — it is that they all move at once and share the same limited team.
- Prospect and client management in one record system.
- Lead capture through web forms, straight into the pipeline.
- Custom fields configured per client type where retainers and projects differ.
- Account ownership so every client has a named point of contact internally.
New Business Alongside Delivery
Agency new business competes with delivery for the same people, which is why pipelines go stale in busy months. Keeping the pipeline in the same workspace as client work means it is visible rather than a separate task nobody opens.
- Sales pipeline with stages matching your pitch and proposal process.
- Proposal files and emails connected to the opportunity.
- Client meetings scheduled as events against the account.
- Task assignments with owners and deadlines across the team.
Knowing What a Client Has Cost You
Retainers and fixed-fee projects only work if you know what they actually consume. Logging time against clients and tasks turns a renewal conversation from a negotiation based on feel into one based on record.
- Time entries logged against customers, opportunities and tasks.
- Searchable records you can export for billing, payroll or a client query.
- Effort per account visible ahead of renewal discussions.
- Capacity visible before more work is committed.
Shared Context Across the Studio
Agency teams rotate across accounts, and context that lives with one person becomes a bottleneck. Keeping files, correspondence and history on the client record means anyone briefed onto an account can get current quickly.
- Client files and documents attached to the account.
- Email communication history connected to the record.
- Activity history covering changes, notes and status updates.
- Team permissions controlling who can view, edit or delete what.
Set up Relecca for Agencies
Customize pipelines, create intake web forms, and configure roles in minutes.
Compare plans and pricing, or read our CRM guides.
Define the steps a task moves through. Each step becomes a column on your task board.
Gather the customer's background and requirements.
Work on the task and log time against the customer or deal.
A colleague checks the work before it is handed over.
Task completed. Cards in this step count as finished on the board.