Creative Agencies
Your agency’s creativity is unmatched — your CRM should be too.
In the creative world, deadlines are tight, expectations are high, and inboxes? Overflowing.
You’re juggling design files, approvals, feedback, timelines, and clients — all while trying to stay, well… creative.
That’s why more creative agencies are turning to ClearCRM — the CRM that understands creative chaos and turns it into organized brilliance.
Ditch the Sales-Focused Tools
Platforms like Insightly are great for closing deals, but creative agencies don’t just close deals — you deliver experiences. You build brands, launch campaigns, design visuals, and craft stories that stick.
You need a platform that supports that process from pitch to final delivery — and makes sure no task, asset, or client update slips through the cracks.
Why ClearCRM Is the Best CRM for Creative Agencies
ClearCRM gives you more than a to-do list. It gives you a creative control center.
Here’s what makes it work for teams like yours:
Project & Pipeline Management
Visualize each project and client journey with Kanban boards, Gantt charts, and calendars. Move work forward — without moving between ten tabs.
Streamlined Client Communication
Send updates, get approvals, and automate reminders without hunting through emails. Your clients stay informed, impressed, and involved.
Custom Dashboards & Reports
Want to show off campaign ROI, timelines, or project status? ClearCRM makes it easy with branded reports and real-time insights your clients will love.
Workflow Automation
Stop repeating yourself. Automate creative briefs, client onboarding, task assignments, and more. Free your team to focus on ideas, not admin.
Built-In Asset Library
Store brand assets, design drafts, content files, and feedback docs — and attach them directly to tasks. Always know where the latest version lives.
Seamless Integrations
Use tools like Adobe CC, Google Drive, Trello, Slack, and QuickBooks? ClearCRM connects with 1,200+ platforms, no coding required.
Built for Modern Creative Teams
Whether you’re a design studio, a digital agency, a video production house, or a content marketing crew, ClearCRM adapts to your team, not the other way around.
✔ Build smarter campaigns with automation
✔ Manage leads, deals, and deadlines all in one place
✔ Track revisions, approvals, and client feedback
✔ Collaborate across departments or continents
✔ Scale without switching tools
What Makes Creative Agencies Stick with ClearCRM?
- It’s intuitive. Your team will actually use it.
- It’s customizable. Make it your own, from workflow to reporting.
- It’s scalable. Whether you’re 2 people or 200 — it grows with you.
- It’s fast to launch. You can be fully set up in under a day.
Insightly might give you pipelines.
ClearCRM gives you a creative workspace with real-time clarity.
Ready to Create Without the Chaos?
Spreadsheets. Sticky notes. Endless follow-ups. They’re slowing you down.
ClearCRM brings it all together — your projects, your people, your processes — into one simple, visual, powerful platform designed for creative teams.
Start your free trial now — no credit card, no hassle.
Or book a free demo and see why agencies call ClearCRM “the creative tool we didn’t know we needed.”