Are you wasting hours switching betweendisconnected tools?
Digital marketing agencies waste 40% of their time juggling multiple platforms—CRM for leads, project management for tasks, email for approvals, spreadsheets for reporting.
15 Hours Lost Per Week
Constantly switching between 5+ tools — HubSpot for leads, Asana for tasks, email for approvals, Google Sheets for reports. Context switching kills productivity.
Information Scattered Everywhere
Client data in CRM, project status in PM tool, creative files in Drive, performance data in spreadsheets. No single source of truth.
Built for Sales, Not Campaigns
HubSpot tracks sales pipelines. Asana manages tasks. But agencies need to track campaigns, creative approvals, and project phases— not just deals.
Forgotten Transitions
Phase 1 complete? Manually notify Phase 2 team. Phase 2 done? Manually create Phase 3 tasks. One missed handoff derails the entire project.
60% Slower Approvals
Creative stuck in email threads. Version confusion. "Which file is the latest?" Lost feedback. No approval history. Email ping-pong kills momentum.
Hours Building Reports from Scratch
Copying data from Google Ads, Meta, analytics. Formatting spreadsheets. Creating charts. Sending PDFs. Repeat every week/month. Zero automation.
Your Workflow Exists Only in Your Head
Your 7-phase process is proven, but tools don't enforce it. Team skips steps. Quality suffers. Clients see inconsistency. No standardized delivery.
One Platform.Your Entire Workflow.
From brief to revenue — run marketing projects and convert leads without glue code.
CRM + Project Management = Deksie
Built for marketing agencies
Your proven workflow,automated.
No more forgotten handoffs. Every phase transition is automated, ensuring nothing falls through the cracks.
Understand client needs and project scope. Gather requirements, conduct research, and establish clear objectives.
Define approach and campaign direction. Develop strategic plans, set goals, and outline the roadmap for success.
Create detailed project plan and timeline. Break down tasks, allocate resources, and establish milestones.
Design and develop creative assets. Bring concepts to life through design, development, and content creation.
Client review and approval process. Gather feedback, make revisions, and secure approvals to move forward.
Deploy and execute the campaign. Launch projects, monitor performance, and ensure smooth execution.
Track results and generate insights. Analyze performance, create reports, and identify opportunities for improvement.
Automated phase transitions and handoffs. Eliminate manual coordination and ensure seamless workflow progression.
Everything you needto run your agency
From brief to revenue — run marketing projects and convert leads without glue code. Built specifically for digital marketing agencies.
7-Phase Workflow Automation
Enforce your proven workflow automatically. From discovery to delivery, automate handoffs between phases and track projects through every stage.
Lead Capture & Pipeline
Capture leads with forms and landing pages, enrich with AI, track through custom pipelines, and convert to clients seamlessly.
Task Management & Scheduling
Full Kanban and Calendar views. Task creation, assignment, deadline setting, and dependency tracking for your entire team.
Creative Review & Approval
Internal and client approval gates. Upload creatives, comment threads, version history, and approval tracking—all in one place.
Automated Reporting
KPIs vs goals, performance charts, and templated reports. Auto-generate client reports with integrated ad platform data.
Client Collaboration Portal
Secure, branded interface for clients to upload briefs, track project status, approve creatives, and view live performance dashboards.
The complete agencyoperating system
From lead generation to final delivery—manage your entire agency operations in one platform. CRM, pipeline, projects, tasks, approvals, and reporting unified.
Lead to client conversion
Capture leads with forms and landing pages, enrich with AI, track through custom pipelines, and convert to clients seamlessly. Complete lead lifecycle management.
7-phase project workflow
Structured workflow from discovery to delivery. Enforce process, automate handoffs between phases, and track projects through every stage with templates.
Complete agency operations
CRM, pipeline management, project execution, task tracking, approvals, and reporting—all unified. The central operating system for your digital agency.
Why agencies chooseDeksie over alternatives
Built specifically for marketing agencies. Compare how Deksie stacks up against general-purpose tools.
| Features | Deksie |  |  |  |  |
|---|---|---|---|---|---|
Lead SequencesMulti-platform outreach (Email + LinkedIn + Calls) in one sequence | Email sequences only | Email only | |||
PlatformAll-in-one (CRM + PM + Approvals + Sequences) | Multiple paid products | PM only | Work management only | CRM only | |
WorkflowAutomatic phase transitions (Lead → Deal → Project) | Manual setup only | Basic only | |||
ApprovalsBuilt-in client approval workflow with versioning | |||||
PurposePurpose-built for marketing agencies | Sales team focus | Generic projects | Generic work OS | Sales CRM only | |
Client PortalBranded client portal with live project tracking | Paid add-on ($$$) | Guest access | Guest boards | ||
ReportsAutomated campaign reports with ad platform sync | Paid add-on | Via integrations | |||
CommunicationUnified inbox (Email + WhatsApp + LinkedIn) | Email only (base) | Third-party apps | Email only | ||
PricingUnlimited client users at no extra cost | Per-user pricing | Per-user pricing | Per-user pricing | Per-user pricing |
Multi-platform outreach (Email + LinkedIn + Calls) in one sequence
Email sequences onlyEmail onlyAll-in-one (CRM + PM + Approvals + Sequences)
Multiple paid productsPM onlyWork management onlyCRM onlyAutomatic phase transitions (Lead → Deal → Project)
Manual setup onlyBasic onlyBuilt-in client approval workflow with versioning
Purpose-built for marketing agencies
Sales team focusGeneric projectsGeneric work OSSales CRM onlyReady to see the difference? Start your free 14-day trial.
Start Free TrialChoose Your Growth Plan
Transparent pricing for marketing teams of all sizes\nAll plans include campaign management, notifications, and core collaboration features.
STARTER
billed monthly
- Up to 3 client workspaces
- Basic task management
- Campaign calendar view
- 5 GB file storage
- Email support
- Basic templates
Start Free Trial
Perfect for freelancers and small agencies starting out
PROFESSIONAL
billed monthly
- Unlimited client workspaces
- Advanced task management
- Approval workflow system
- Time tracking
- 50 GB file storage
- Team collaboration tools
- Priority support (24h response)
- Custom templates
- Operational analytics
Get Started
Ideal for growing marketing teams and agencies
ENTERPRISE
billed monthly
- Everything in Professional
- Unlimited storage
- Advanced security & SSO
- Dedicated account manager
- Custom integrations
- API access
- SLA guarantee
- 1-hour support response
- White-label options
- Custom workflows
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For large agencies with complex needs and high volume
Frequently Asked Questions
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