A CRM That SpeaksAgency
Generic CRMs track deals. Yours needs to track brands, approvers, billing terms, and who said what last call.
A CRM Built Around Brand Clients
Every client gets a full profile: industry, social handles, billing information, payment terms, and tax details—the commercial context lives next to the work, not in a stale spreadsheet.
- Company profile & industry
- Social handles
- Billing info & payment terms
- Tax details on record
Contacts Tied to Each Client
Record the people behind the brand: mark the primary contact, flag who has approval authority on the client side, and note each person’s preferred channel.
- Primary contact designation
- Client-approver flag
- Preferred channel per contact
- Contacts scoped to their client
Interaction Logging with Reminders
Log calls, emails, and meetings against the client record, and set reminders so follow-ups happen on time. When an account changes hands, the history goes with it.
- Calls, emails & meetings logged
- Follow-up reminders
- History survives handoffs
- One timeline per client
Pinned Notes & Activity Feed
Pin the notes that matter—brand do-not-dos, invoicing quirks, the approver who wants everything by Thursday—to the top of the client record, and scan the activity feed for what happened recently.
- Pin important notes
- Edit or delete notes anytime
- Recent activity at a glance
- Context for the whole team
Role-Based Access & Team Assignment
Client data stays separated per client. Assign team members to specific campaigns and projects, so nobody stumbles into another client’s billing terms or notes.
- Data separated per client
- Per-campaign team assignment
- Per-project assignment
- Right people, right accounts
Multi-Agency, Multi-Currency, One Search
Belong to more than one agency and switch between them from one login. Bill clients in their currency with live FX rates. Global search covers clients, projects, and campaigns.
- Switch between agencies
- Live FX for client billing
- Multi-currency contexts
- Global search across everything
Give Clients a Place to Approve,Not a Login to Manage
The portal exists for one job: getting deliverables approved. Clients open a link, review, and decide. That is the whole learning curve.
Magic-link and OTP login
Clients sign in with a one-time link or code sent to their email. No passwords to create, forget, or reset—nothing standing between your deliverable and its approval.
Approve or reject, with reasons
Deliverables submitted for sign-off appear in the portal. Clients approve or reject each one—no more approvals buried in a vague reply-all.
Approval history per item
Every deliverable carries its own approval history. When someone asks who signed off on a post and when, the answer is on the record.
Client approval is a stage, not a shortcut
Client sign-off slots into the deliverable workflow after internal review and project approval. Your team vets the work first; the client only reviews content that has cleared your internal stages. No raw draft reaches a brand by accident—and every decision along the way is recorded against the deliverable.
How Client ManagementWorks in Truleado
From the first client record to the first portal approval, the way agencies actually set it up.
Set up the client record
Create the client with their profile, industry, and social handles, then add the commercial details: billing information, payment terms, and tax details. This becomes the single record your team works from, whether finance needs payment terms or an account manager needs context before a call.
Add contacts and mark who approves
Add the people you deal with at the brand. Designate the primary contact, flag the contacts who act as client-side approvers, and note preferred channels. When a deliverable later goes out for sign-off, it reaches the person who can actually say yes.
Log interactions and pin what matters
As the relationship runs, log calls, emails, and meetings against the client, and set reminders for follow-ups. Pin the notes everyone should see, and check the activity feed to catch up on an account without asking around.
Assign your team per campaign and project
Assign team members to the client’s campaigns and projects. Role-based access keeps each client’s data separated, so people on the account see what they need and nothing from another brand.
Send deliverables for client sign-off
Client approval slots in after internal review and project approval. Only content that clears those stages reaches the client portal, where approvers approve or reject it—with the approval history recorded per item.
Built for the WayAgencies Handle Clients
Common situations we see across agencies managing brand relationships in Truleado.
Agencies drowning in approval-by-email
Deliverables go out as attachments, approvals come back as "looks good!" three replies deep, and nobody can prove who signed off. The client portal gives every deliverable a clear approve-or-reject decision and a per-item history you can point to.
Teams where accounts change hands
When an account manager leaves or rotates, the client relationship usually lives in their inbox. With interactions logged, notes pinned, and contacts flagged on the client record, the next person inherits the account with its history intact.
Operators working across multiple agencies
Freelance producers and multi-brand operators often work with more than one agency. A single user can belong to multiple agencies and switch between them from one login, with each agency’s clients and data kept fully apart.
Agencies billing clients across borders
Your clients pay in dollars, euros, and rupees. Multi-currency support with live FX keeps each client’s billing context in their own currency—no manual conversion step, no rates from last month.
Client ManagementFAQs
How do clients log in to the portal?
With a magic link or a one-time code (OTP) sent to their email. No passwords to set up or reset—the most common reason client-side reviewers stop using agency tools.
What can clients actually do in the portal?
Clients review deliverables submitted for sign-off and approve or reject each one. Every item keeps its own approval history—a clear record of who approved what and when. Clients never see your internal notes or other clients’ work.
When does the client see a deliverable?
Only after it clears the earlier stages. Client approval comes after internal review and project approval, so the client always reviews work your team has already checked—never a raw first draft.
Can I keep client data separated between accounts and teams?
Yes. Role-based access keeps client data separated per client, and team members are assigned per campaign and per project. People on an account see that account—not billing terms, notes, or work belonging to other clients.
I work with more than one agency. Do I need separate accounts?
No. A single user can belong to multiple agencies in Truleado and switch between them. Each agency’s clients, campaigns, and data remain fully separated.
Does the CRM handle billing details and different currencies?
Each client profile stores billing information, payment terms, and tax details. Client billing contexts support multiple currencies with live FX rates—useful when your clients and your agency operate in different currencies.