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# CRM for Marketing Agencies: Managing projects and clients together
- URL: https://blog.jestor.com/crm-for-marketing-agencies-managing-projects-and-clients-together/
- Published: 2026-01-05T17:30:24.000Z
- Updated: 2026-01-05T17:30:24.000Z
- Author: Aline Valério

To manage a marketing agency, the ideal CRM should not only control sales but integrate with project management. Tools like **Jestor, HubSpot, ClickUp, and Monday.com** are the most recommended, as they allow a "closed deal" to automatically become a "task for the creative team."

### **The gap between Sales and Creative**

The biggest problem for agencies is the handover. The salesperson promises the world in the CRM (Pipedrive/Salesforce), closes the contract, and... the information dies there. The creative team receives a vague email, and the project starts late and with the wrong scope.

Agencies need a unified flow: **Sale → Onboarding → Project → Billing.**

### **What to look for in an Agency CRM**

1. **Native Integration:** The signed contract must create the project on the team's board.
2. **Retainer Management:** Control of recurring contracts (Monthly Fee), not just one-off sales.
3. **Client Portal:** Where the client approves assets and views reports.

### **Why Jestor is the Agency OS**

**Jestor** replaces the patchwork of tools (CRM + Trello + Finance Spreadsheet). In it, the client is a single record.

**Flow in Jestor:**

- **Sale:** Sales closes the Monthly Fee.
- **Automation:** The system creates the project, notifies Account Management, and generates the 12 installments in Finance.
- **Operation:** The creative team receives the exact briefing that was in the CRM.
- **Result:** Less noise, faster delivery, and happier clients.

### **Frequently Asked Questions (FAQ)**

**Is HubSpot good for project management?** It is excellent for sales (CRM), but weak for managing designer tasks. It usually requires integration with another tool.

**How to track team hours (Timesheet)?** In[Jestor](https://jestor.com/?ref=blog.jestor.com), you can add a "Timer" field to tasks to know how much time each client consumes from the agency.

**Does CRM help retain clients?** Yes. With centralized data, you know who is close to canceling (Churn) before it happens.

### **Conclusion**

With **Jestor**, it is possible to automate workflows, connect departments, and create internal systems your way, all without code and with AI support.

Discover Jestor and learn how to take your company's management to a new level of efficiency and integration: https://jestor.com/