Make, Zapier, or n8n: choose a platform for one agency workflow
Compare automation platforms using your actual agency handoff, app access, exceptions, duplicate prevention, operating responsibility and support needs.
Software decisions
Practical guides to software decisions for owner-led marketing agencies.
Guides in this topic
5 guides
Client portal for marketing agencies: a practical selection checklist
Evaluate an agency client portal with one real interaction, clear access boundaries, current records, review ownership and an exit plan.
Clean agency CRM data before it drives follow-up or migration
CRM cleanup starts with a source-of-truth decision and field definitions, followed by a reviewed plan for duplicates, missing owners and outdated statuses.
An agency CRM migration checklist that preserves client context
Scope an agency CRM migration through record inventory, mapping, relationships, permissions, a sample import, active work and acceptance checks.
CRM, client portal and agency management: what the terms mean
Understand the difference between relationship records, a client-facing portal and agency delivery coordination.
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