Approvals that stall campaigns.
Copy, creative and budgets wait on a client who is in meetings all week. The launch date moves; the retainer doesn't.
FOR MARKETING AGENCIES
Marketing agency software for retainers and campaigns
Win the retainer, onboard the client, get campaigns approved and show the work behind the results. Angelwood brings proposals, client updates, approvals, time and invoices together for marketing agencies.
QUICK ANSWER
Angelwood is marketing agency software for the client side of the work. It covers proposals with e-signatures, onboarding and access requests, reviewed campaign updates with approvals, time tracking against retainers, and invoices paid through Stripe, synced with Asana, ClickUp, Monday, Trello or Basecamp.
WHO THIS IS FOR
Built for marketing and digital agencies that want proposals, client approvals, time and invoices in one place, with delivery staying in their own tools.
THE WORK BEHIND THE RELATIONSHIP
What gets in the way for marketing and digital agencies.
Results without the story.
Dashboards show numbers but not the work behind them, so clients question the retainer when a metric dips.
Retainers that overrun.
Extra requests eat into the hours. Nobody notices until the month is gone.
Access by password.
Onboarding stalls on ad accounts, analytics and CMS access, and someone emails a password.
FROM SETUP TO SHARED CONTEXT
How marketing and digital agencies use Angelwood, start to finish.
From the signed proposal to the paid invoice, with your own tools in the middle.
- 01
Win the retainer.
Send the proposal or retainer agreement from a template and collect the e-signature in the client portal.
- 02
Onboard and get access.
Prepare the onboarding plan from the signed scope and request brand assets and account invitations instead of passwords.
- 03
Plan in your project tool.
Keep campaigns in Asana, ClickUp, Monday, Trello or Basecamp. Angelwood syncs with them so updates start from real progress.
- 04
Get campaigns approved.
Share a reviewed update with the copy or creative and ask for approval by a date. The approval is recorded against the work.
- 05
Track time against the retainer.
Log time per client and see billable hours, budgets and utilisation before the retainer runs out.
- 06
Invoice the month.
Invoice the retainer and any approved extra time, and let the client pay in their portal through Stripe.
SEE IT IN ACTION
Angelwood for marketing and digital agencies.
MAKE IT PRACTICAL
How the portal works for marketing and digital agencies.
Proposals and e-signatures
Proposals and retainer agreements from templates, with e-signatures and view tracking.
See the workflowOnboarding plans
Onboarding plans that ask for brand assets and account invitations, never passwords.
See the workflowCampaign updates and approvals
Reviewed updates drafted from your project tool, with client approvals on the record.
See the workflowTime tracking and utilisation
Time against each retainer, budgets, timesheet approval and utilisation.
See the workflowInvoices and payments
Retainer invoices and approved extra time, paid online through Stripe.
See the workflowFollow-ups with context
Portal activity shows which clients have seen an update and who needs a follow-up.
See the workflowGOOD QUESTIONS
Marketing agencies: common questions
What software do marketing agencies use?
Usually a project tool for campaigns, reporting tools for performance, and separate tools for proposals, time and invoices. Angelwood covers proposals, onboarding, client updates and approvals, time and invoicing, and syncs with your project tool.
What is the best project management software for a marketing agency?
The one your team will actually keep up to date. Many agencies use Asana, ClickUp or Monday. Angelwood doesn't replace it; it connects to it and turns progress into reviewed client updates.
What is agency management software?
Software that runs an agency's operations around client work: proposals, onboarding, approvals, time, budgets and billing. Some suites also include a CRM and resource scheduling.
How do I get faster client approvals on campaigns?
Ask for one decision at a time, link to exactly what needs approving, give a date and a reason, and record the answer. Angelwood puts the request and the recorded approval in the client's portal.
Does Angelwood report on campaign performance?
No. Angelwood doesn't pull ad or analytics data. Use it to explain the work and get decisions; keep performance reporting in your analytics tools.
Can I track time against a retainer?
Yes. Log time per client and project, set budgets, approve timesheets and see utilisation, then invoice the retainer and any approved extra time.
YOUR NEXT STEP
Ready to run client work for marketing and digital agencies in one place?
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