Communication Agencies

The CRM for agencies that stops losing margin on jobs that looked profitable

Client management and billing for agencies, from the lead that comes in via Meta ADS to the paid invoice: one single flow. You always know how much you earn on every job.

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50+active companies
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Projects and jobs per client in Flusia

Sound familiar?

The brief is in an email, the project is in another tool

Information gets lost between handoffs. The team asks questions, the client gets frustrated.

You only discover real margins at year-end

A project that looked profitable made you work twice as hard. But you find out too late.

You copy data from your management tool to invoicing software

Wasted time, errors, forgotten invoices. Every month, the same story.

How Flusia solves these problems

1

Visual pipeline

Kanban board to track every lead from acquisition to signing. Drag & drop to update status.

2

Job order management

Gantt, Kanban and checklists to manage every job from quote to real margin, with deadlines, assignments and dependencies, for one-off projects and retainer clients alike.

3

Client portal

Each client sees the status of their projects, documents and updates without emails or phone calls.

4

Integrated invoicing

Invoices are generated automatically when a deal closes, so billing never falls behind. Native integration with your invoicing software.

5

Margin dashboard

See real margins per client and per project in real time. Automatic alerts if margins drop.

6

Meta ADS integration

Leads from Meta campaigns flow directly into the pipeline. Marketing dashboard to analyze ROI.

From scattered tools to one client record

Quotes

Before: The quote lives in a Word document, separate from the client record.

After: The quote sits on the client record and becomes the project once signed.

Hours and invoicing

Before: Hours sit in a spreadsheet, invoices in a separate billing tool.

After: Hours, billing and retainer status live on the same client record.

Project status

Before: "Where are we?" means digging through old emails for an answer.

After: Status is visible on the record the whole team already uses.

Obly

The agency where Flusia was born

Flusia was born inside our own agency, to solve our own problems: Meta ADS leads land in the pipeline, salespeople create quotes and the team starts the work. Everything tracked, all in one place.

Meta ADS → CRM

Automatic leads

MCP + AI

Tasks via chat

Wiki + Planner

Documented processes

The workflow we use every day at Obly

  1. 1.Lead enters from landing page or WhatsApp form
  2. 2.Automatic assignment to the area sales rep
  3. 3.Custom pipeline: briefing, proposal, negotiation, closing
  4. 4.Automatic project creation on deal close
  5. 5.Tasks and milestones assigned to creative team
  6. 6.Invoice generated and synced with Fatture in Cloud
  7. 7.Real-time margin reports by client and service

Frequently asked questions

From the blog

CRM for Marketing Agencies: Client Management & BillingClient management for agencies in one place: track leads, run client projects, and bill retainers or hours from the same record. Set up in a week.Late Invoices? How to Automate Billing and Get Paid FasterLearn how to automate invoicing in your SME with automatic queues, Fatture in Cloud integration and smart payment reminders.How to Manage Client Jobs and Work OrdersHow to manage client jobs step by step: from the accepted quote to closing, with budget, hours, costs and final margin you can actually read.

How many margins are you leaving on the table?

Find out for free. 30 days, zero risk.

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