A CRM That Keeps Creative Work and Client Relationships in the Same Place
Creative work generates a lot of context: briefs, revisions, approvals, and the conversations around them. Relecca keeps that context attached to the client and the project it belongs to, instead of scattered across inboxes and chat threads.
Target Use Cases
Relecca solves operational issues specific to Marketing & Creative workflows:
Campaign Enquiry Capture
Publish web forms that capture new campaign enquiries as leads, with the brief details in the form fields.
Brief and Approval Tracking
Use tasks and subtask checklists to track rounds of revision and who signed off on what.
Retainer Client Management
Log time against retainer clients and see what has been delivered in the current period.
Creative Team Workload
Assign owners and due dates so studio capacity is visible before work is committed.
Briefs, Revisions and Approvals
Creative work generates context faster than most commercial work: a brief, several rounds of revision, and an approval that someone will later need to evidence.
- Tasks with subtask checklists for revision rounds.
- Approvals recorded against the client and the project.
- Documents and assets attached to the account.
- Activity history showing who signed off and when.
Winning Work While Delivering It
Agency and studio pipelines stall in busy months. Keeping new business in the same workspace as delivery makes it visible rather than a separate system.
- Custom pipelines matching your pitch and proposal process.
- Web forms capturing campaign enquiries as structured leads.
- Proposals composed from a shared services catalog.
- Proposal files and emails kept on the opportunity.
Retainers and Studio Capacity
Retainer profitability depends on knowing what was actually delivered in the period, and capacity planning depends on knowing what is already committed.
- Time logged against clients, projects and tasks.
- Effort per retainer visible within the current period.
- Owners and due dates making commitments explicit.
- Dashboards arranged per role across studio and account teams.
Set up Relecca for Marketing & Creative
Customize pipelines, create intake web forms, and configure roles in minutes.
Compare plans and pricing, or read our CRM guides.
Thursday, August 27, 2026