Software for advertising agencies
You run enquiries, quotes, projects and client mail in one workspace. You send campaigns as marketing email, separate from the shared inbox. YOWO7 is the tool for small teams in everyday digital business.
30 minutes, live, no obligation.
14-day free trial. Cancel anytime before your first charge.
For small advertising, marketing and web agencies
A small advertising agency lives on pitches, retainers and campaigns that run in parallel. The enquiry arrives through the website. The quote has to go out. The project needs a board. Client mail must not disappear in a private inbox.
A campaign to a list is different work from a mail to the client. Software for advertising agencies has to do both, and it must not mix them.
YOWO7 is web-based. You open the workspace in the browser. Small teams outside the agency use the same platform. Startups, IT teams and consultancies work in the same system. The record stays the same. You use the apps that match your day.
This page describes the flow of an advertising agency. The page for agency software overall stays with small agencies of every kind. CRM for agencies shows the record with deals, quotes and Shared Inbox.
Client enquiries land in CRM
A form on the website writes into a CRM object. The email updates the existing contact. You do not create a second card. You see who asked, which company is behind it and which stage the deal is in.
When the prospect needs a meeting, you share a booking page. The guest picks an open time from the calendar. The appointment lands in the calendar. The contact lands in CRM. You connect Google and Outlook via OAuth.
The pitch starts on the record, not in a separate form tool. Booking pages and Calendar are ready from the Team plan. Which plans include them is on the pricing page.
The enquiry stays on the deal. When you move the card forward, the contact stays the same. Nobody copies the address into the next tool.
Quotes on the contact
The deal stays in CRM. You write the quote in Sales, on the same contact. Your client accepts the quote online, declines it or downloads the PDF. Then you turn the accepted quote into an invoice.
Hours from time tracking do not become the invoice automatically. You use them as the basis and write the quote yourself. You keep product lines in the catalog.
For an advertising agency that means pitch, retainer and extra work sit as deals on the board. The quote hangs on the record, not in a template on a drive.
Sales starts on the Team plan. Prices stay on the pricing page. This page is about the flow, not a second price list.
Projects for campaigns and jobs
Once the job is won, you attach the CRM record to a project. Boards, lists, subtasks and checklists map the flow. Concept, approval, production, go-live.
Several campaigns run side by side. Each card stays on the client. In the project you see which record the job belongs to. On the record you see which projects are open.
Time tracking writes time onto the task. You plan capacity for each weekday and review by week or by month. This does not replace media booking or a creative tool. It keeps the job and the hours in one place.
Projects and time tracking start on the Team plan. The plan split is on the pricing page.
Client mail in Shared Inbox
Shared Inbox is the team inbox. Client mail sits with the team, not in private inboxes. You assign threads, set labels and see the CRM contact next to the message.
Shared Inbox is not a campaign. A reply to the client, a question on the quote, an approval mail: that is Shared Inbox. A send to a list with opens and clicks is a marketing email.
Tickets are something else again. Support runs requests as tickets, with status and an internal note. The website widget opens Support, not Shared Inbox. Business client mail stays in Shared Inbox.
In an advertising agency that is the difference between the mail to the marketing lead and the newsletter to the list. You need both. Both live in YOWO7. They are two apps.
Campaigns through marketing email
You send newsletters, invitations and campaign updates as marketing emails to CRM contacts. You pick a template, send or schedule, and read opens, clicks and bounces.
Recipients come from CRM lists. You maintain static lists by hand. Dynamic lists pull contacts from filters. The send goes only to contacts with a matching topic. The campaign stays on the same record as the deal.
That is Email Marketing. It does not replace an ads platform. You do not buy ads with it and you do not steer reach on other networks. You reach contacts that already live in CRM.
Campaigns are available from the Team plan. The plan split is on the pricing page. You build CTAs for the website and for email apart from Forms.
What the agency software does not replace
Design, editing and layout stay in the tools your team uses for them. Paid ads, attribution across ad networks and media booking are not part of YOWO7.
You store job files in Files. Folders, versions and preview hang on the client and on the project. That is team storage, not a digital asset system for a large media library.
When your day is mostly CRM, Shared Inbox, Projects, quotes and campaigns to your own lists, the workspace fits. When you want a full advertising suite, that stays beside it.
YOWO7 is the tool for small teams in everyday digital business. It bundles the work on the client. It does not pretend to be every specialist tool an advertising agency uses.
The same workspace for small teams
The advertising agency shares the platform with startups, IT teams and consultancies. Nobody gets a special edition. You switch on the apps you need.
The page for agency software for small agencies shows the whole stack. That includes time tracking, automations and the knowledge base. The CRM for agencies page stays on contacts, deals, quotes and Shared Inbox.
Core systems run in the EU. Processing is GDPR-compliant. The DPA and the list of subprocessors are public.
If you want to see the flow live, book a demo. In 30 minutes we walk through enquiry, quote, project, Shared Inbox and campaign together.
FAQ about software for advertising agencies
For small advertising, marketing and web agencies that run enquiries, quotes, projects and client mail in one place. YOWO7 is the tool for small teams in everyday digital business. Agencies are one example, next to startups, IT teams and consultancies.
Forms bring the enquiry into CRM. Sales writes the quote on the contact. Projects hold the job. Shared Inbox collects client mail. Marketing email sends the campaign to CRM lists.
No. Shared Inbox is the team inbox for mail to and from clients. Marketing emails are campaigns to lists, with opens, clicks and bounces. That is Email Marketing. The apps stay separate.
No. Time tracking writes time onto tasks in Projects. Sales uses the hours as the basis for the quote and the invoice. You write the invoice yourself.
No. Design and paid ads stay in the tools you use for them. YOWO7 holds clients, quotes, projects, Shared Inbox and campaigns to your own lists.
Yes. You work in the browser. Core systems run in the EU. The DPA is at /dpa and the subprocessors at /subprocessors. The mobile app covers Shared Inbox, CRM, Files and Projects.
Related
See an advertising agency flow live
30 minutes. We walk through enquiry, quote, project, Shared Inbox and campaign together.
30 minutes, live, no obligation.
14-day free trial. Cancel anytime before your first charge.