From Lead to Lifetime Client: Complete Client Management

The Problem: Your CRM Stops Where the Real Work Begins

Most CRMs are built around one goal: capture the lead. But for marketing agencies, winning the client is only the beginning. After the sale, you need to track deal values, billing milestones, uploaded documents like contracts and briefs, and the ongoing KPIs that prove you're delivering results. Romanian agencies deal with this by spreading everything across tools that were never meant to talk to each other. The CRM has the contact. Google Drive has the contract. A spreadsheet has the billing schedule. WhatsApp has the last conversation with the client. The project manager's notebook has the KPIs. When the account manager leaves, half of that context disappears with them. This fragmentation costs agencies real money — in missed billing milestones, in time spent hunting for files, and in clients who slip away because nobody noticed they'd gone quiet.

One-Click Lead to Client Conversion

When a lead is qualified and the deal is closed, one button converts them into a client. The conversion carries over everything: contact details, all conversation logs, tags, internal notes, assigned team member, and the full activity history. Zero data re-entry. This matters more than it sounds. In a typical agency setup, closing a deal triggers a handoff — the sales person sends an email to the account manager, who has to find the lead in the CRM, copy the relevant information, and create a new client record somewhere else. Mistakes happen. Details get lost. The account manager starts the relationship with incomplete information. With CMG Workflow, the client record is just the lead record, promoted. The account manager opens it and sees the entire journey from first contact to close — already there, already organised.

Deal Tracking and Milestone-Based Billing Schedules

Set a deal value per client. Build a billing schedule that matches how your agency actually invoices: "30% on signing, 40% on delivery, 30% on completion." Each milestone has a due date and a payment status — paid, pending, or overdue. When a milestone is approaching, the system alerts you before it's late. For Romanian agencies doing project-based work, this is the feature that replaces the billing spreadsheet. You can see at a glance which clients have outstanding invoices, which milestones are coming up this month, and which accounts are running behind. No more end-of-month scramble to figure out who owes what. Deal values are also tracked at the portfolio level, so you can see your agency's total contracted revenue across all active clients.

• Set custom billing percentages per milestone
• Track paid / pending / overdue per invoice milestone
• Automatic alerts before due dates
• Total deal value visible across the full client portfolio

The Client Detail Page: One View for Everything

Open any client and you get the complete picture. The left panel holds the essentials: contact information, custom fields, account manager assignment, team, deal value, invoice schedule, tags, and notes. This panel is always visible regardless of which tab you're on. The right side organises deeper information into tabs. Offers shows proposals sent to this client. Meetings logs calls and sessions, with recordings attached. Documents holds uploaded files — contracts, briefs, reports, anything relevant to this client's account. Quick Links stores the external URLs you access most for this client: their ad account, their analytics dashboard, their website. KPIs displays the custom success metrics you've defined for this account. Tasks shows all work items linked to this client. Activity logs every action taken on the record. Team Chat holds the internal discussion thread specific to this client. Everything in one place. No tabs outside the CRM, no context switching, no "where did I put that brief."

• Offers tab: sent proposals with status tracking
• Meetings tab: session logs with attached recordings
• Documents tab: upload and organise contracts, briefs, reports
• Quick Links tab: save client-specific URLs (ad accounts, analytics)
• KPIs tab: custom success metrics per client
• Team Chat: internal discussion thread linked permanently to this client

Custom Fields and KPIs for Every Type of Agency

No two agencies track the same things. A performance marketing agency cares about ad spend and ROAS. A content agency tracks pieces delivered and editorial calendars. A social media agency monitors follower growth and engagement rate. CMG Workflow does not force you into a fixed set of fields. Custom fields let you add any data point you need to client records: text, number, date, or dropdown. These fields appear in the left panel and are searchable across your entire client list. Define them once in settings, apply them everywhere. Beyond custom fields, you can define custom KPIs per client — the specific success metrics that matter for that account. Set a monthly ad spend target. Track ROAS against a benchmark. Log content pieces delivered each month. KPIs give account managers a structured way to demonstrate value at every review meeting. Display currency is configurable per client: EUR, USD, RON, or GBP.

• Custom fields: text, number, date, dropdown — defined once, used everywhere
• Custom KPIs per client: set targets, track actuals, show at review meetings
• Display currency per client: EUR, USD, RON, GBP
• All custom fields are searchable and filterable across the client list

Mass Operations, Filters, and Export

When your client list grows past a few dozen accounts, individual management stops being practical. Select multiple clients and apply changes in bulk: reassign account manager, update status, add or remove tags, move to a different team. What used to take 20 minutes of clicking takes 30 seconds. Filters let you slice the list any way you need: by tag, by status, by team, by account manager, by custom field value, or by any combination. Saved filter sets mean you can return to the same view without rebuilding it each time. Export sends the filtered list to a CSV with column selection — choose exactly which fields to include. Duplicate detection runs when you create new clients and warns you if a matching record already exists, so you don't end up with the same company listed twice with different account managers.

• Bulk edit: reassign manager, update status, add/remove tags across selected clients
• Filters by tag, status, team, account manager, or custom field value
• Export to CSV with column selection
• Duplicate detection when creating new clients