Hubz.

Solution / Agency and consulting teams

CRM for agencies: clients, proposals and brand operations

Bring your service catalog, quotes, customer follow-up and social content preparation into one workflow.

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The challenge for your team.

For an agency, winning the work and delivering it go hand in hand. The delivery team needs to know exactly what was agreed in the quote; open customer work needs to stay visible; brand content needs the right context. Separate spreadsheets can require the same information to be explained again at every handover.

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A practical way to work.

  1. 01

    Define the service

    Describe what you offer in the product and service catalog. Distinguish the commercial scope of a one-off project, recurring service and additional work.

  2. 02

    Keep customer context shared

    Link contacts, companies, opportunities and quotes. Review the customer need and offered scope in the same system when work moves into delivery.

  3. 03

    Organize the brand work

    Use Social Studio to manage brand information, content preparation and the calendar. Connect provider accounts and publishing scope under their own permissions.

  4. 04

    Review daily follow-up

    Track customer work through tasks, calendars and support records. Use relevant reports to review which work needs the team’s attention.

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How it helps your team.

A clearer handover from sales to delivery

Catalog and quote scope provide context for the next steps in the customer engagement.

A shared source for brand information

Keep logos, colors, graphic rules and content calendars organized together instead of searching different files for the same details.

Separate software from agency services

Present CRM software access separately from content production, design, advertising spend and agency labor.

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Modules behind this workflow.

01

Product and service catalog

Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.

02

Quotes and contracts

Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.

03

Tasks and Kanban

Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.

04

Social Studio

Organize brand rules, content preparation, review, calendars and connected social accounts in a shared workspace.

05

Customer support

Manage support as a continuation of the customer relationship, adding knowledge-base, satisfaction and reward records with Business.

06

Security and team access

Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.

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Questions for your team.

01Can we create more than one brand profile?

Brand profiles organize content and visual rules. Connected social accounts are limited to five in Professional and twelve in Business in total. A brand profile does not create a separate CRM environment.

02How is each customer’s data separated?

If different customers need separate CRM data, workspace, membership and permission arrangements must be reviewed separately. A brand profile alone does not provide data isolation.

03Does the social plan include agency work?

No. Social Studio is software access. Content production, design, advertising spend and daily community management are separately scoped agency services.