Grab our special offer: Unlimited users, white label & all features included!
Get Offer
Grab our special offer: Unlimited White Label
Marketing Agency Client Template
Handle your clients like a boss and create the ultimate workflow for ongoing tasks, metrics, and strategies with the Marketing Agency Client template.
Preview Template
Load Template
When handling many marketing clients, you'll be challenged to find the right toolset to keep track of each and every of your client's tasks, accounts, campaigns, strategies, channels, etc.
If you're looking for a powerful yet intuitive, smooth, and feature-rich platform to support all client processes, Infinity's Marketing Agency Client template will provide you a client database, file-sharing system, team collaboration platform, and task management tool in one place.
Organize client data with 20 customizable fields like links, attachments, dates, and members and never worry about clutter again.
Similar Templates
Not quite what you're looking for? Try one of these templates instead.
Client Onboarding
Use our Client Onboarding template to gather all client info, strategy, and docs, jumpstart new client relationships, and make sure they stick around.
Client Sales Process
Follow Infinity's Client Sales Process template to generate more leads and close more deals for your marketing agency business.
Support Ticket System
With Infinity's Support Ticket System template, you will be able to manage all of your support tickets in one place easily, efficiently, and quickly.
© 2024 Infinity