CRM & Client Management for Digital Marketing Agencies | Pushpendra Connect

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Every client, campaign and approval in one placePitch, win, deliver and bill — with creatives approved by the client in the app, the team's work reported daily, and AI employees drafting the first version.Pitch → Won → Campaign → Creative → Client approval → Live → Invoice

Pitches tracked — Every enquiry, call, proposal and follow-up in the sales CRM.

Campaigns as projects — Milestones for each deliverable, with the team assigned.

Approvals from the client — Creatives approved or sent back from the client's phone, with the history kept.

AI content writers — AI employees draft captions and copy; a person checks before anything goes out.

Daily reports — What each designer and writer did today, without chasing them.

Retainer invoices — Invoices raised monthly and paid online by the client.

Approvals out of WhatsAppShare the creative in the project chat, the client approves or asks for changes, and the decision is on record.Frequently asked questionsCan clients approve creatives?Yes. Post it in the project, and the client approves or requests changes from the PT Connect app.Can AI write content for us?AI employees can draft captions, posts and copy for their manager; nothing reaches a client without a person approving it.Related

Client management

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