Client & Retainer Management
Every client, contract and monthly retainer in one register, with scope, hours included and renewal dates visible before they lapse.
For Digital Marketing Agencies
Agency Desk — Workflow Management Software for Digital Marketing Agencies
Briefs, approvals, deadlines, retainers, invoicing and profitability per client in one system, so nothing depends on chasing people in a group chat. Built for agencies in India and abroad.
Based outside India? See how we work with overseas clients
The Problem
Why businesses move to Agency Desk
Agency work rarely fails on creative quality. It fails on tracking — which post is awaiting client approval, whose retainer hours are already spent, which deliverable slipped past its date, and which client looks busy but is quietly unprofitable. That tracking usually lives across spreadsheets, WhatsApp groups and one account manager's memory.
Agency Desk puts it in one place. Every client, retainer, brief and deliverable sits in a single system the whole team can see — so an account manager leaving does not take the status of twelve campaigns with them.
It is a product, so you are not starting from a blank page — but it is not rigid. Where your process differs, we adapt the software to match rather than asking you to change how you work.
What It Does
Agency Desk Features
Everything below is part of the core product. Additional modules and integrations are added where your process needs them.
Brief & Task Boards
Work moves through stages your agency actually uses — brief, draft, internal review, client approval, scheduled, published — with owners and due dates on every card.
Client Approval Flow
Creatives and copy sent for approval with comments captured against the item rather than scattered across email and chat.
Content & Campaign Calendar
A single calendar per client covering posts, ads, mailers and blogs, so clashes and gaps are visible weeks ahead.
Retainer Billing & Invoicing
Monthly retainers raised automatically, extra scope billed separately, and outstanding tracked per client so recovery does not slip.
Time, Utilisation & Profitability
Hours logged against clients compared to retainer scope and cost, so overservicing shows during the month and you know which accounts actually earn their place.
How We Roll It Out
From First Call to Going Live
01
Walk through your process
We see how you work today and where Agency Desk fits — on-site if you are in Maharashtra, over video anywhere else.
02
Configure and adapt
Masters, formats, rates and reports set up for your business, with any changes your process genuinely needs.
03
Move your existing data
Masters, opening balances and history imported from Excel, Tally or your current software, checked with you before go-live.
04
Train and go live
Your staff trained on the real system with your own data, then supported through the first live cycle rather than left at handover.
Agency Desk — Frequently Asked Questions
Is this suitable for a small agency?
Yes. A three-person studio benefits most from the approval trail and retainer tracking, because there is no one else to catch an overrun. It scales up to multi-team agencies without changing how the core works.
Can clients log in to approve work?
Yes. Client access can be limited to reviewing and approving their own deliverables, with comments recorded against the item so feedback is never lost in a chat thread.
Does it track retainer hours against scope?
Yes. Hours logged against tasks are compared to the retainer scope as the month runs, so overservicing is visible while you can still do something about it.
Can it tell us which clients are actually profitable?
Yes. Retainer value is set against hours and cost delivered per client, which usually surprises agencies more than any other report in the system.
Will it work alongside the tools we already use?
Commonly yes. Integration with email, calendars and accounting tools such as Tally is routine, and we look at your existing stack during scoping rather than asking you to abandon it.
Can the stages be changed to match our process?
Yes. Board stages, approval steps, task types and report formats are configured around how your agency runs, not the other way round.
Does it raise invoices, or only track billing?
It raises them. Monthly retainer invoices go out on schedule, additional scope is billed separately against the same client, and outstanding is tracked so recovery is a list rather than a memory exercise.
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