Marketing agency project management software for integrated teams

The shape of integrated agency work

An integrated campaign touches almost every part of the agency. Strategy sets the direction, creative shapes the idea, content and digital teams adapt it for each channel, and the account team holds it all together. On the client side, a brand manager, a marketing director and sometimes a legal or procurement team each have a say.

The work splits across disciplines and the decisions split across stakeholders. Good project management for a marketing agency keeps both in view: who is doing what, and who on the client side has agreed to what.

One brief for the whole campaign

Simplr briefs bring objectives, audience, channels and deliverables together with owners, dependencies, client inputs, milestones and revision expectations. Your team can start a brief from selected meeting notes and emails, then review every requirement against those sources before saving it.

When the scope is ready, share it with the client for acceptance. Project fees and commercial changes stay as proposals until the client explicitly accepts that scope version, and later changes are assessed against the accepted baseline, with their effect on deliverables, timing and workload.

Several client stakeholders, clear permissions

Invite each client contact to the portal individually and decide what they can do: view, comment, submit requests or approve. A brand manager can approve creative while a wider group only views progress, and access can be revoked at any time.

You choose what the client sees. Publish a work overview, updates, requests for information, approved meeting recaps and client-visible feedback, and keep internal discussion inside the agency. Brand guidance, including tone of voice, required wording and prohibited claims, can be kept agency-only or shared with the client once approved.

Campaigns and retainers in the same agency

Integrated agencies often hold a retainer for always-on activity and win separate projects for launches and campaigns. In Simplr, each client keeps its own model: projects with progress, hours, budgets and invoices, or fixed-fee retainers with ongoing requests and delivery. Focus on one client, or step back to see all agency work.

Plan people across clients and disciplines

On Plus, book time by person and day and compare it with weekly availability, so strategy, creative and account teams can see where the pressure is before a launch. Track time with timers or manual entries, compare logged hours with planned hours and project budgets, and create invoices from approved time, milestones or retainer schedules.

Agency roles and financial access, also on Plus, let you decide who can plan, approve time or see billing, so rates and invoices stay with the people who need them.

• Resource planning and availability
• Time tracking with submission and approval
• Project budgets with logged and planned hours
• Client invoices and payment recording

From meeting to next step

Campaigns run on meetings. On Plus, sync your calendar, add the meeting bot and connect Gmail or Outlook and Microsoft 365, so meeting notes and client emails are linked to the right client. Simplr suggests actions for your team to review, and approved meeting recaps can be published to the client portal.