Digital marketing agency CRM: manage your own leads the way you manage your clients'

It does two jobs at once. First, the agency's own sales: leads from your ads and your website come together in one panel, they move through a brief-quote-retainer pipeline, and no request gets lost in DMs. Second, operations and proof: customer communication runs in the inbox, work runs on task boards, and retainer payment collection runs on due date tracking; the Meta Ads ROI Center reports the chain from spend to customer. The same setup you build for your clients gets built for the agency itself.

The chain from ad spend to real results: which campaign spent what, how many leads it brought in, how many of those leads turned into customers, and what the ROAS, CPL, and CPA values are. Instead of settling for click metrics in the ad panel, you get a results report matched against real customer records in the CRM. You use it both for your own marketing and, in the monthly presentations for clients whose ads you manage, to say "this is what your budget brought you."

Yes; the Meta and Google Ads integrations connect to accounts you are authorized on. Leads from Meta Lead Forms land in the panel with their campaign tag; the ROI Center builds the spend-lead-customer chain. That way you walk into a client meeting with a single results report instead of a collage of screenshots. One honest note: ÖzgürKod is not an ad management tool; you still manage campaigns in the ad panel, and ÖzgürKod measures the result on the lead and customer side.

Each customer's monthly retainer amount and due date are defined; payments are recorded in installments, and AI detects incoming receipts. Overdue accounts are listed in the payment collection report; you send the reminder in one click with a Meta-approved template — the system does not message anyone on its own, you stay in control. ÖzgürKod does not process online payments; it keeps the record and tracking complete. With foreign currency support, receivables from overseas clients who work in USD/EUR are collected in the same report.

You set up a separate task board for each customer; work moves forward as cards, with checklist sub-steps, file attachments for visuals, and due date notifications carrying deadlines. A revision request that comes in over WhatsApp is turned from an inbox message into a task; who owns it and when it will be done are clear. Overdue work gathers in the overdue items view. The sales rep performance report shows who closed how many jobs on time; work is distributed by data, not by gut feeling.

Multiple WhatsApp numbers (official Cloud API or via QR), Instagram, and other channels connect to the same panel; every conversation is separated by source and customer tag. Messages are distributed to the team by round-robin; with the "team member sees only their own customers" permission, each team member focuses only on their own portfolio, while the manager sees everything. Accesses are logged. Chaos in customer groups turns into an owned, measurable flow.

In practice they describe the same need. Businesses usually search for "Digital marketing agency software", "Digital marketing agency software", "Digital marketing agency job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.