Marketing Agency CRM
Track retainer clients, monthly deliverables, contract renewals, and upsell opportunities in one spreadsheet. The client management CRM built for the way small marketing and social media agencies actually work.
What's Included
- Retainer client database with contract value and renewal date
- Monthly deliverables checklist per client
- Platforms managed and account manager assignment
- Contract renewal alert system (90/60/30 days)
- Upsell and service expansion opportunity tracker
- Client satisfaction and NPS score log
- Monthly recurring revenue dashboard
- Lifetime updates
The Marketing Agency CRM is built around retainer relationships — not one-off deals. Track every client’s contract value, deliverables, renewal date, and growth potential in one place. Know which clients are at risk of churn before they call you.
Manage your clients like a business. Not like a to-do list.
Why a Spreadsheet CRM?
Agency-specific platforms like HubSpot Sales or monday.com cost $50–$200/month. For small marketing and social media agencies managing 5–40 retainer clients, this template gives you the revenue visibility and client intelligence that matters — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Total MRR, renewals due this month, at-risk clients, and new business pipeline |
| Clients | Retainer client database with contract value, start date, renewal date, and status |
| Deliverables | Monthly deliverables checklist per client with completion tracking |
| Renewals | Contract renewal timeline with 90/60/30-day alert colour coding |
| Pipeline | New business prospects tracked from initial contact to retainer signed |
| Upsells | Existing clients flagged for service expansion or additional packages |
| Satisfaction | NPS and client feedback log with response dates |
Who It’s For
- Small social media and digital marketing agencies with 5–40 retainer clients
- Freelance marketers managing multiple ongoing client relationships
- PR and content agencies running monthly retainer programmes
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at [email protected] and WhatsApp for quick questions. Most issues are resolved within a few hours.