Digital Marketing CRM for Small Businesses That Fits Your Agency Workflow
Build a CRM around your real campaigns, clients, and reporting process. Fuzen helps you design pipelines, automations, and dashboards that match how you work.
Why Most CRM Tools Don’t Work for Marketing Businesses
Marketing agencies run on campaigns, deadlines, approvals, and reporting cycles. Generic CRMs force sales-style pipelines that break agency workflows.
Rigid Feature Sets
Fixed stages and contact models force agencies to bend their process. SEO, ads, social and retainers need different flows.
Disconnected Workflows
Leads, tasks and reports live in separate tools. Your team jumps between apps instead of working from one client record.
Scaling Complexity
As clients and services grow, automations break and permissions get messy. Systems that worked at five clients fail at twenty.
Software That Adapts to Your Marketing Workflow
Your agency runs discovery, proposals, onboarding, campaign execution, and monthly reporting. Fuzen lets you mirror these steps in your CRM.
Design pipelines, data fields, automations and dashboards that match your services. Start simple and change workflows as you grow.
- Remove unnecessary modules
- Customize workflows anytime
- Control permissions and automation
- Align software to real operations
What You Can Build for Your Marketing Business
Practical workflows you can design and connect in one system.
Lead to Discovery Call Pipeline
Capture leads, assign account managers, schedule discovery calls and track proposals.
Proposal & Contract Tracking
Store docs, approval dates and billing start dates. Trigger onboarding when deals close.
Client Onboarding Workflow
Run checklists, collect assets and assign kickoff tasks to team members.
Campaign Management Pipeline
Track planning, execution, review, and optimization per campaign and client.
Monthly Reporting Tracker
Set recurring reports, track status and collect approval and feedback history.
Retention & Upsell Management
Monitor renewals, create upsell opportunities and automate reminders before renewal dates.
Describe Your Process. Generate Your CRM.
Tell the AI your lead stages, campaign flow, and reporting cycle. It builds pipelines, fields and starter automations in minutes.
Adjust layouts, rename stages and add rules after generation. No coding required.
Start from a Template. Customize Everything.
Choose a marketing-focused template then edit fields, stages and automations to match your services.
Marketing Agency CRM Template
SEO Client Management CRM
Paid Ads Campaign CRM
Building on Fuzen vs. Buying Software
Built for Teams — Not Just Desks
Teams update campaign progress, attach reports, and collect client feedback from any device. Fuzen keeps client work unified.
Works on any phone
No heavy app install. Mobile web forms keep updates flowing from the field or remote teams.
Share reports & assets
Attach files and reports to client records so everyone sees the same history.
How to Build Your Custom CRM System
Define Workflow
List your processes from lead capture to reporting. Note stages and roles for each step.
Generate with AI or Template
Use an AI prompt or choose a template. The system creates pipelines, records and automations for you.
Deploy & Evolve
Invite your team, assign permissions, refine automations and scale as your agency grows.
Frequently Asked Questions
Common questions about building a marketing CRM on Fuzen.