Marketing agency work is client-book driven, campaign cyclical, billable sensitive, and reporting critical. Strkr ships a CRM shaped around client books, campaign projects, billable context, and multi-client reporting with AI drafting that respects the agency voice.
A generic sales CRM assumes a direct sales motion from prospect to closed-won. Marketing agency work does not end on closed-won; the engagement runs through campaign execution, monthly retainer, quarterly review, and annual renewal. Each client is a book, each campaign is a project, and each billable hour is context. The pain points below are what Strkr onboarding hears on every intake call with a marketing agency, from the 14-person boutique to the 180-person independent agency.
Marketing agency revenue is retainer-based with 11 to 24 clients each contributing $5K to $85K per month. A pipeline view of discrete deals misses the point. Strkr makes Client Book a first-class account tier with monthly recurring revenue, service lines (SEO, paid media, content, design, PR), tenure, and health score. The agency sees the full client book on one view.
Legacy stacks run campaign work in a project tool (Asana, Monday, Trello) and client pipeline in a CRM (HubSpot) with context fragmented. The AE sees the client relationship; the project manager sees the campaign; nobody sees both. Strkr makes Campaign Project a first-class object tied to the client book with campaign brief, deliverables, timeline, and billable hours.
Agencies track billable hours in Harvest, Toggl, or a dedicated agency time tracker. The CRM usually does not. The AE cannot see that this client has absorbed 180 billable hours this month against the $12,000 monthly retainer that covers 100 hours. Strkr exposes the time tracker tie through the standard webhook spec and prints billable utilization on the client card.
Each client needs campaign reporting on their landing pages, their forms, their ad campaigns, their closed-won revenue. Legacy stacks run reporting on a single CRM tenant with manual tagging per client. Strkr runs per-client tenants under an agency parent operations model with attribution surviving per client and multi-client reporting rolled up through the standard API.
Agencies run new-business prospecting alongside client work. Legacy CRMs mix the two pipelines, which confuses reporting and queue priority. Strkr separates New Business pipeline from Client Book management with distinct views, routing rules, and reporting. The AE sees new business leads in one view, client renewals in another.
Agency contract renewals arrive 60 to 90 days before expiration. Agencies that systematize renewal see 11 percentage points higher retention than those that scramble. Strkr seeds a renewal cadence 90 days before each contract anniversary with health score review, quarterly report, and renewal proposal workflow with AI-drafted draft.
The default CRM schema (account, contact, deal) does not map to agency work. Strkr ships a tunable agency schema with Client Book, Campaign Project, Billable Entry, Deliverable, Renewal, and New Business as first-class objects. The agency principal can rename or extend anything. The default lands close to where most agencies settle.
A client book carries monthly recurring revenue, service lines (SEO, paid media, content marketing, design, PR, email, social, analytics), tenure, health score (based on billable utilization, deliverable completion, NPS score, response time), and primary account manager. The agency sees the client book ranked by MRR, tenure, or health.
A campaign project ties to the client book and carries campaign brief, deliverables list, timeline (start, end, milestones), budget (hours and dollars), assigned team, and status (planning, active, review, launched, archived). The project manager works campaigns off this view.
A billable entry pulls from the time tracker through the standard webhook spec and ties to the campaign project and the staff member. The entry carries hours logged (tenth-of-hour granularity), task description, billing status, and client-visible description. The billable summary surfaces utilization vs. retainer on every client card.
A deliverable ties to the campaign project with specifics (landing page copy for the Spring launch, 11 pieces of social content for June, PPC campaign setup for keyword cluster X), due date, owner, review status, and client approval status. The deliverable board drives the weekly work plan.
A renewal object fires 90 days before each client contract anniversary with health score review, quarterly report pull-together, renewal proposal draft, and the renewal conversation workflow. Strkr AI drafts the renewal proposal from the past-year performance data. The managing partner tunes and presents.
New business prospects run on a separate pipeline from client books with stages (prospect, discovery, pitch, proposal, verbal, closed-won, lost). The AE works new business from this view without mixing with client renewal priorities. Won new business advances to Client Book onboarding workflow.
Agency AI drafting runs across client work, new business pitching, campaign retrospectives, and renewal proposals. The buyer never picks a model, never configures a provider. Strkr AI is an opt-in add-on at $49 per month with 5,000 calls included and $0.012 per call overage.
After a campaign kickoff call Strkr AI drafts a campaign brief covering client objective, target audience, success metrics, deliverables, timeline, and budget. The account manager reviews and tunes. The brief lands in the agency voice and the project manager builds the plan off it.
For retainer clients Strkr AI drafts the weekly or monthly status update summarizing campaigns run, performance metrics, upcoming work, and open client decisions. The account manager reviews and sends. Status update cadence lifts and client NPS improves because communication becomes consistent.
For new business pitches Strkr AI drafts the pitch deck narrative covering client situation, agency diagnosis, recommended strategy, scope of work, and investment summary. The AE and the strategist tune for the pitch. New-business pitch time drops from 11 business days to 4 business days.
After a campaign closes Strkr AI drafts a retrospective summary with spend, performance against KPI, qualitative insights, and next-cycle recommendation. The account manager and the strategist tune for the client. The retrospective doubles as the renewal conversation input.
90 days before renewal Strkr AI drafts a renewal proposal summarizing past-year performance, hours used versus retainer, scope expansion opportunities, and recommended retainer adjustment. The managing partner tunes and presents in the renewal conversation.
When a new business pitch is lost Strkr AI drafts an internal recap note summarizing the pitching agency competitor, the pricing gap, the scope differences, and the client feedback. The agency principal uses the recaps in the monthly new business review.
Agencies with 11 to 180 clients run cross-client operations (utilization management, resource planning, health scoring, renewal cadence) alongside per-client execution. Strkr multi-client operations layer sits above the client books. The cards below walk through the mechanics.
The operations lead sees cross-client utilization by staff member with hours logged per week against capacity. Staff over 110 percent flag red (burnout risk). Staff under 60 percent flag yellow (capacity available). The operations lead rebalances work accordingly.
Each client book carries a health score (based on billable utilization vs. retainer, deliverable completion rate, client NPS, response time, upcoming renewal). The operations lead sees client books ranked by health. Red books get an escalation call. Yellow books get a mid-month check-in.
Before signing a new business win the operations lead checks staff capacity across the next 90 days. The resource planning view shows capacity hours by week by discipline (SEO, paid media, design, content). New business signs only when capacity exists.
The agency principal sees new business pipeline and renewal pipeline in one rollup view with weighted forecast across both. The weekly operations review runs off this view with the operations lead, the AE, and the account managers.
Per-client CRM tenants under the agency parent operations tenant carry per-client attribution. The agency reports roll up multi-client performance through the standard reporting API. The CFO sees agency-level revenue by service line, by client tenure, by geographic region.
For clients that want visibility Strkr supports a white-label client portal with the agency branding (logo, colors, URL on agency subdomain). The client sees their campaign performance, deliverables status, and billable utilization without opening the agency internal CRM. The portal lives on the agency tenant with per-client access scoping.
The comparison below is Strkr agency posture versus a legacy HubSpot plus Harvest plus Asana stack for a 24-person agency.
| Feature | Strkr | HubSpot + Harvest + Asana |
|---|---|---|
| Client book as first-class account tier | Native with MRR, service lines, health. | Deal workaround. |
| Campaign project with hours | Built in with billable summary. | Asana project separate from CRM. |
| Billable utilization on client card | From Harvest via webhook. | Harvest separate from HubSpot. |
| Multi-client reporting | Per-client tenants with agency rollup. | Manual tag per client typical. |
| New business vs client book pipelines | Separate pipelines, consolidated agency view. | Mixed in HubSpot deal pipeline. |
| Renewal cadence 90 days out | Automatic with AI-drafted proposal. | Manual. |
| AI drafting for agency work | Campaign brief, status, retrospective, pitch. | Separate AI subscriptions typical. |
| White-label client portal | Native with agency branding. | Separate client portal tool typical. |
| Monthly stack cost for 24 users | $1,416 per month with 14-day trial. | $2,800 to $4,200 per month typical. |
| Implementation timeline | 18 to 24 business days. | 90 to 180 days typical for consolidation. |
The playbooks below are patterns Strkr onboarding sees across marketing agency deployments.
A 14-person boutique agency in Nashville served 11 retainer clients and ran operations in HubSpot plus Harvest plus Asana with Zapier recipes stitching the three. Monthly stack cost ran $1,850. Strkr onboarding ran a 14-business-day migration consolidating client books, campaign projects, and billable utilization on a single tenant. Monthly stack cost dropped to $875. The principal reclaimed 11 hours per week on administrative chase.
A 42-person independent agency with 24 retainer clients ran Salesforce for CRM, Harvest for time, and Asana for projects. Attribution drift broke client reporting. Strkr onboarding ran a 32-business-day migration consolidating onto Strkr with Harvest staying for time entry through the standard webhook. Multi-client reporting landed on week three. New business pipeline velocity lifted 24 percent because the AE time budget shifted to prospect work.
An 85-person full-service agency with 42 retainer clients and 180 active campaigns ran a HubSpot Marketing Hub plus Pardot plus Asana plus Harvest stack with 11 Zapier recipes. Strkr onboarding ran a 42-business-day migration consolidating the stack. Operations lead gained cross-client utilization visibility for the first time. Burnout risk flags caught five staff members over 110 percent utilization in the first full month.
A 180-person global independent agency with 85 retainer clients across US, EMEA, and APAC ran a legacy Salesforce instance with 240 custom fields drifting over 11 years. Strkr onboarding ran a 68-business-day migration consolidating client books, campaign projects, and billable utilization across all three regions. Multi-region, multi-client reporting landed through the standard reporting API. Monthly stack cost dropped by 55 percent.
A 24-person demand gen agency ran landing pages for 11 client accounts across Unbounce and Instapage with Zapier recipes passing to HubSpot. Attribution drift broke client reporting. Strkr onboarding migrated the clients to per-client Strkr tenants under the agency parent operations tenant. Attribution survived to closed-won within each client tenant. The agency rolled up multi-client reporting through the standard reporting API with per-client branded dashboards.
Book a 30 minute call. We will walk through the client book schema, the campaign project workflow, and the multi-client reporting with your actual client roster and service lines.
The agency runs the operations tenant with the full staff roster, utilization planning, and new business pipeline. Each client runs a dedicated Strkr tenant with its own branding, landing pages, campaigns, and pipeline. The agency has cross-tenant access through the agency role model. Attribution survives to closed-won within each client tenant. Multi-client reporting rolls up through the standard reporting API for agency-level dashboards (revenue by service line, by client tenure, by geographic region).
Yes. Strkr integrates with every major agency time tracker (Harvest, Toggl, Teamwork, FreshBooks, Zoho, 10,000ft, Float) through the standard webhook spec with HMAC signing. The time tracker stays as the production system for time entry with the UX staff prefers. Strkr pulls billable entries, task descriptions, and client attribution into the client card. Billable utilization surfaces on every client card and in the operations dashboard.
New business and client renewals run as separate pipelines with distinct stages. New business pipeline runs prospect, discovery, pitch, proposal, verbal, closed-won, lost. Client renewal pipeline runs 90 days out from contract anniversary with health score review, quarterly report, renewal proposal, and renewal close. The AE works new business from one view, the account manager works renewals from another. The agency principal sees both in a consolidated rollup for the weekly operations review.
Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale per user per month, with a 14-day trial. For a 24-person agency on Pro the monthly spend runs $1,416 for seats plus $49 for AI Enhancement if enabled. HubSpot Sales Hub Professional at $100 per user for 24 users ($2,400), Harvest Premium at $12 per user ($288), Asana Business at $25 per user ($600), total roughly $3,288. Strkr delivers the same workflow at $1,465.
Yes. Strkr supports a white-label client portal with the agency branding (logo, colors, URL on agency subdomain). The client sees their campaign performance, deliverables status, and billable utilization without opening the agency internal CRM. The portal lives on the agency tenant with per-client access scoping. For agencies serving clients that want deeper visibility (SEO reports, PPC performance, content calendar) the portal surfaces the standard reporting views branded as the agency.
The operations lead sees cross-client utilization by staff member with hours logged per week against capacity (default 40 hours, tunable per staff member). Staff over 110 percent flag red (burnout risk). Staff under 60 percent flag yellow (capacity available). The resource planning view shows capacity hours by week by discipline (SEO, paid media, design, content, strategy) for the next 90 days. Before signing a new business win the operations lead checks capacity. The system prevents the agency from overcommitting.
Strkr is GDPR and CCPA compliant today, HIPAA compliant with a BAA available on request (relevant for healthcare clients), and SOC 2 Type II is in progress with target completion 2026-Q4. Integration tokens live in AWS KMS, platform credentials live in AWS Secrets Manager. The audit log captures every record read, every record write, every email, every AI call with 90-day default retention tunable per tenant. For agencies serving regulated client industries (healthcare, financial services, insurance, legal) the compliance posture clears the client vendor assessment process.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
