CRM for digital marketing agencies that bill for time
An agency sells hours. SkleUp tracks the pitch, the retainer, every task done for the client and the time it took, then turns billable work into invoices.
What gets in the way today
- Hours are logged at the end of the month from memory
- Nobody knows if a retainer is profitable
- Client approvals happen in email threads
- New business is tracked in a separate tool from delivery
How SkleUp fits marketing & creative agencies
Tasks & time tracking
Each task has an owner, approver and billing type. Start and pause record the real hours.
About tasks & time trackingSales pipeline & proposals
Pitches move through proposal and approval; won clients become projects you can assign tasks against.
About sales pipeline & proposalsAccounting, GST & invoicing
Billable tasks are available to Accounts for invoicing, with GST.
About accounting, gst & invoicingHRMS, attendance & payroll
Occupancy reports show who is overloaded before deadlines slip.
About hrms, attendance & payrollQuestions from marketing & creative agencies teams
Can we bill clients hourly or on a fixed fee?
Both. Each task can be hourly, fixed cost, or billed by user, department, role or client.
Can clients approve work inside SkleUp?
Approvers can be set on each task. For external approval, customer portals are available.
Other industries
Real estate
Get Meta ad enquiries to an executive in minutes and follow them to a paid booking.
Schools, colleges & coaching
One admissions board for every parent enquiry, with counsellor follow-ups and fees.
Hospitals & clinics
Turn calls and messages into appointments, and run staff shifts in the same system.
IT & software services
Connect what sales promised, what delivery logged and what finance invoiced.
Distribution & trading
Quote from one catalog, take orders and chase payments without spreadsheets.
See your own process running in SkleUp
Book a 30-minute demo. We set up a workspace with your stages, show the parts that matter to your team and send a quote. New customers get their first 50 hours of customisation free.