Manage Clients, Campaigns, And Deliverables In One Place
October 16, 2025
Manage Clients, Campaigns, And Deliverables In One Place
You’re juggling multiple clients, each with different campaigns,
deliverables, and reporting requirements. Client communication is
scattered across email threads. You’re manually updating status
spreadsheets. Proving ROI is a monthly scramble.
How MixCRM Helps
Feature 1: Client Organization
All Client Data Centralized
Each client gets a profile with contact info, campaign history,
contracts, invoices, and notes. Your entire team sees the same
information—no more “let me ask Sarah what we promised them.
Feature 2: Campaign Tracking
Track Deliverables & Deadlines
Create custom pipelines for your campaigns. Blog post approval
stages? Ad campaign phases? Monthly reports? Build the workflow
that matches your services.
Feature 3: Time & Task Management
Know What Everyone’s Working On
Assign tasks to team members, track time spent, and see who’s
overloaded. No more surprises when someone says “I didn’t know
that was due today.
Typical Workflow
1. New client signed → Create account with all contacts
2. Kickoff meeting → Notes logged, next steps assigned
3. Campaign brief → Custom fields capture requirements
4. Deliverables created → Tasks assigned to team
5. Client review cycles → Status updates visible to all
6. Campaign launches → Milestone marked, client notified
7. Monthly reporting → Auto-generated from activities
8. Renewal time → Complete history shows value delivered
