Overview
Built Agency CRM, a lightweight and fast project management and content creation system created specifically for marketing and content agencies.
The system is designed to improve agency effectiveness by replacing scattered workflows across multiple tools with one focused operating system for client context, tasks, creative production, team workload, and AI-assisted execution.
For support and white-label installation, email hi@dmytro.biz.
Demo Video
Why It Exists
Agency work often breaks down because important client context is separated from task management, creative briefs, communication history, and production reviews.
I built this system using my experience and know-how from working with 7-figure marketing agencies and building operational systems for them. Instead of using 5 disconnected tools, agencies can use one CRM that saves time, reduces missed context, and keeps execution clearer.
Key Features
- AI task creation: Creates properly structured task items with clear descriptions, context, and checks for whether the work is actually complete.
- Client dossier context: Understands each client through a structured dossier created during onboarding, including ICPs and 30+ business information points.
- AI team workload analysis: Explains what happened last week or this week and highlights what needs focus based on tasks and communication history.
- Client onboarding: Sends a professional onboarding form to clients and converts submitted answers into a usable AI dossier.
- Creative workflow management: Lets agencies add external designers or creators, assign work, review submissions, request edits, and approve assets without overloading the creator interface.
- AI creative brief generation: Generates creative briefs from the client dossier and selected persona or ICP.
- AI image generation: Uses the latest image model to generate images from the brief, which can be used to test brief quality, provide creator references, or download as ad creatives when strong enough.
Results
- Consolidates client onboarding, project management, content production, creative review, and AI assistance into one agency-focused system.
- Gives teams better execution context without forcing them to dig through scattered documents, chats, and tools.
- Helps agency owners and operators see what needs attention now, based on the real work happening across tasks and communication history.
- Creates a cleaner workflow for internal teams, external creators, and clients.
Live Project
Agency CRM is available at crm.dmytro.biz.
The public version on this link can be fully used for testing and evaluation. For agencies that want the full benefit, better speed, dedicated capacity, and a white-label setup, I recommend a separate installation. The public instance runs on limited shared server resources, while a dedicated installation can be configured properly for the agency's team, clients, and workload.