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Marketing agencies

The best CRM for agencies

A good agency loses money on two fronts: the sales pipeline and poorly tracked delivery. Sellio unites prospecting, board-style project management, time tracking, commissions and billing so you can see the margin of every account.

The pains of working in this industry

What jams the day-to-day and lets business slip away.

  • Projects blow past the deadline and budget before anyone notices.
  • Team hours are not measured and the job runs at a loss.
  • Creative approvals and briefs get lost in email and chat.
  • The commission for whoever brought the account is calculated by hand.
How Sellio solves it, with real features

Every pain in your industry has a real product feature behind it, with no empty promise.

Pain: Projects out of control

Board-style projects (columns and phases)

Each job becomes a board with stages, owners and deadlines; the team moves the cards and the agency spots the bottleneck before delivery slips.

Pain: Jobs that lose money

Timesheet and time tracking

The team logs hours per client and per job, so you compare what was sold with the real cost of hours and learn which account is profitable.

Pain: Lost approvals

Support, tickets and client portals

Briefs and creative approvals become tickets with a deadline, and the client approves through the portal instead of the asset vanishing in an email thread.

Pain: Commission done by hand

Commissions

The commission rule for whoever brought or manages the account runs on its own over what was billed, with no month-end spreadsheet.

Pain: Slow proposals and quotes

Quotes and CPQ

Build the scope-and-price proposal in minutes with reusable items and send it for approval, keeping a version history.

Pain: Tedious recurring billing

Customer invoices

Generate and send monthly retainer and job invoices right from the CRM, with tracking of who has already paid.

See the margin of every account

Because sales, projects, hours and invoices live together, you cross what came in against what it cost in effort and commission. The account that looked great but actually drains the team becomes visible in the first report.

AI that handles the tedious work

The copilot writes the client meeting recap, drafts the status email and organizes the next steps. Generative AI helps write proposals and copy, freeing the team for the creative work.

Why Sellio

Free for what serves everyone: you pay only for infrastructure usage above US$20 a month, never per seat.

All included: CRM, marketing, support, projects, AI and no-code in one system, with no stacked subscriptions.

Real no-code: build objects, fields, automations and screens your way, without depending on IT.

Trilingual (Portuguese, English and Spanish) and ready to operate in any country.

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The best CRM for agencies · Sellio