Turn won deals into work
Create a project from a won deal and retain key CRM context.
Marketing agencies
Keep campaigns, clients and approvals connected.
From a new inquiry to a published deliverable, keep your team aligned without exposing internal work.
Explore featuresKeep client feedback in one place
Publish selected updates, share files, and record approvals or change requests.
Know what needs attention
Review upcoming deadlines, open work and client revenue in your agency workspace.
A practical workflow for a marketing agency
A prospect becomes a deal. Once won, the team creates a delivery project, assigns tasks and publishes a campaign draft for client approval. Pultify keeps the internal work and client-facing review separate.
Illustrative workflow, not a customer testimonial.
How this works in practice
Keep the commercial promise attached to delivery
A campaign can be sold as a simple package, but the actual work usually includes many decisions: channels, assets, review rounds, target dates and who has the final say. When those decisions stay in a salesperson’s inbox, the delivery team starts with an incomplete brief.
Pultify connects the deal record to a delivery project. The team can see the source opportunity and its captured commercial context, then organize tasks and deadlines. It does not invent a creative brief or automatically import advertising-platform data.
Run multiple client accounts without a shared inbox becoming the project manager
For a small agency, the difficult part is rarely creating one task. It is knowing which of several client accounts needs attention today, who owns the next action and which deadline has slipped. Keep work assigned to people and projects instead of relying on scattered message threads.
Use the agency overview to identify upcoming deadlines and overdue work. Team members work inside the agency workspace; clients see only updates that the agency deliberately publishes.
Make campaign approvals explicit
A client saying “looks good” in a chat can be difficult to connect to a particular revision. A clearer process is to publish a specific deliverable, invite feedback and capture an approval or a request for changes against that update.
Pultify’s client portal supports published updates, comments, files and approval decisions. It is a review workflow, not campaign publishing or media-buying automation.
Review account effort alongside recorded revenue
Recurring retainers do not automatically tell you how much time an account consumes. Record time against projects or tasks, and keep a simple internal record of client revenue. Review them together when deciding where to focus the team.
Time entry is manual. Revenue is recorded by currency without automatic conversion; Pultify is not accounting or payroll software.
Illustrative workflow, not a customer case study.
Example: a monthly campaign for a new client
A fictional six-person agency sells a monthly content and campaign package. Here is how the team can organize the work without treating the portal as an ad platform.
- 1
Capture the opportunity
Create a company, contact and deal in the CRM. Record the proposed scope, channels, review contact and agreed deadlines in the deal context.
- 2
Win the deal and hand off
Move the opportunity to won and create the delivery project from it. Check the retained commercial context before assigning work.
- 3
Plan the deliverables
Add tasks for the content calendar, copy, creative assets and review. Assign owners and due dates; keep working drafts internal.
- 4
Request approval
Publish a client-facing update with the material ready for review. Ask the client to approve it or request changes in the portal.
- 5
Close the loop
Record time spent on tasks and the revenue received from the client. Review hours and revenue without assuming that they represent net profit.
Frequently asked questions
Can Pultify publish ads to Meta or Google?
No. Campaign publishing, ad spend and advertising-platform synchronization are outside this workflow.
Does the client see internal drafts?
No. The agency chooses which updates and files to publish to the client portal.
Does winning a deal automatically create all tasks?
No. The team creates and assigns the delivery tasks after handoff.