Won to renewed retainer.
Worxley keeps the account live after the deal closes — retainers, renewals and expansion tracked in the same place you pitched them.
Apply for Cohort 01- Won₹3L / month retainerE-signed · deposit paid
- OnboardingKickoff Tue, 10:00Account owner: Priya
- RenewalRenews in JulyEmail lifecycle added
Agencies lose money after the pitch, not during it
Every competitor's agency page sells agencies a new-business CRM: track prospects until they sign. That is the smaller half of an agency's economics. Agency profit lives in retainer retention and account expansion — and the moment a deal is won, most agencies drop the relationship into a delivery tool and the CRM goes quiet.
- 01
Pitch work is unpriced & untracked: discovery calls & deck-building consume senior hours never billed to the deal
- 02
The account goes quiet after kickoff: delivery moves to a project tool and nobody owns the commercial relationship
- 03
Renewals arrive as a surprise: a retainer ends and someone finds out from the client or when the invoice stops
- 04
Expansion depends on who remembers: second service lines get sold when someone thinks of it, not when ready
A day at Pixel & Co.
Priya Nair, account director — one working day, from first enquiry to money in.
The full agency lifecycle — not just the part before the contract
Following Bloom Organics — Performance + SEO retainer.
- 01
Inbound brief
Brief captured with budget, services and source when enquiry lands.
Brief inPerformance + SEO - 02
Qualification
Budget range and decision timeline confirmed before booking discovery.
Qualified₹3L/month · 12 months - 03
Discovery
Client requirements, channels, and stack requirements logged.
DiscoveryGoal: CAC down 20% - 04
Scope & estimate
Deliverables and estimated hours priced against service lines.
ScopedEst. 120 hours/month - 05
Pitch
Deck presented and stakeholder feedback logged against deal.
PitchedDeck + 2 case studies - 06
Proposal & e-sign
Both parties e-sign contract; the commercial account activates.
SignedE-signed · deposit paid - 07
Won
Payment collected, invoice raised automatically against the deal.
WonAccount owner: Priya - 08
Onboarding
Commercial owner assigned; onboarding workflow triggered.
OnboardingKickoff Tue 10:00 - 09
Retainer & expansion
Client health score tracked and renewal date set on account.
ExpandingRenews Jul · email add-on
What the Digital Marketing pack sets up
Ready on the day you sign up. Rename, change or switch off any part of it.
Projects boards are switched on for agencies, so delivery work sits next to the client record.
How industry packs work- Records
- Retainers, retainer months, time entries, deliverables, ad accounts and client requests. Each retainer month keeps hours, cost and margin, and flags work over scope.
- Pipelines
- Enquiry, discovery call, proposal and negotiation stages for new business. Retainers record when and why they ended.
- Reminders
- A monthly report and hours check for every active retainer, a renewal reminder 30 days out with a notice to the client, and a review request when a deliverable is ready. A closed month invoices its fee plus any overage.
- Documents
- Retainer proposal, marketing services agreement and monthly performance report.
- Portals
- A Client Portal where clients see retainers, deliverables, ad spend and proposals, raise requests and approve creatives. A Referral Partner Portal to refer brands.
- Reports
- MRR by client, profitability by client, churn by reason, over-scope months, deliverables awaiting approval and ad spend against budget.
How Worxley Works for Digital Marketing Agencies
Most of an agency's money is made after the pitch. Worxley keeps new business, retainers, monthly hours and renewals on the same client record.
Why Digital Marketing Agencies Choose Worxley
Inbound briefs land at 6pm Friday. Someone manually reads, copies into spreadsheets, guesses ownership, and writes follow-ups. Legacy CRM implementation through Zoho partners costs ₹15,000 to ₹1,00,000+, while HubSpot Breeze costs $50/user/month extra for AI.
The agency pack is set up on day one. The deal closes, both sides sign, payment is collected and the invoice is raised inside the CRM. Each retainer month shows hours, margin and what is waiting on client approval.
Automation, Transparency & Use Cases
Brief Intake & Routing
Brief enters pipeline with budget & source captured, owner assigned by service line, follow-up scheduled automatically.
AI Renewal Search Query
Ask Worxley AI "which retainers are up for renewal in 60 days with no activity" — instead of opening 30 accounts.
Time and margin per retainer
Log time against a retainer. Each month keeps hours, cost and margin, flags work over scope and invoices the fee plus any overage.
Qualifying Inbound Briefs
Account directors see budget, services & source before booking calls — declining leads that won't convert.
Signed & Paid Proposals
Lead sends proposal, both sides sign, payment is collected, and invoice raises against deal record in one thread.
Working Renewal Windows
Account managers filter accounts by renewal date and health score, working accounts that need attention first.
Questions teams like yours ask
Yes. Retainer value, renewal date and named owner sit on the account record, and renewal is a stage in the agency preset rather than a reminder someone sets.
Yes. Worxley supports automated CSV imports and guided data migration for agency contacts, accounts, and active pipeline deals.
No. Worxley manages the commercial relationship — pipeline, proposals, payments, retainers and renewals. Delivery work stays in your project tool.
Worxley offers transparent per-user pricing with all core agency capabilities included, starting at standard per-user tiers without hidden add-on fees for signatures or basic AI.
Yes. Clients review proposals, e-sign and download invoices through a secure client portal link without needing to create an account or sign in.
Both are strong general CRMs configured by you or a partner. Worxley ships the agency lifecycle pre-modelled and closes the loop from proposal to paid invoice in one system.
Still have questions? Talk to our team
You've seen a day on Worxley. Now picture it with your team.
Start with a pipeline shaped for your industry, and make it yours as you grow.