Retainers, campaigns and deliverables that actually ship.
Digital, creative and marketing agencies managing client retainers and campaign work. Install the Creative Agency blueprint and CatchaCRM pre-builds your pipeline, fields and catalog — then runs your quotes, invoices, jobs and follow-ups in the same flat-priced system.
Sound familiar?
Retainer hours evaporate
Monthly hours delivered but never reconciled against the agreement.
Ad spend and outcomes disconnected
Client asks what the budget achieved; the answer lives in five dashboards.
Review cycles drag
Concept approvals lost in email chains, deadlines slide.
What installs the moment you pick it.
Pipeline stages
- Brief & Discovery
- Concept & Moodboard Approval
- Asset Creation & Review
- Campaign Launch & Test
- Performance Report Delivered
- Retainer Renewal Check
Custom fields
- Monthly Ad-Spend Budget — currency
- Primary Channels — multi-select
- Monthly Retainer Hours — number
Starter catalog
- Full Branding & Logo Package
- Copywriting Suite — 10 Articles
- Monthly Growth Retainer
Every item flows into quotes, invoices and deal values automatically.
Built for how creative agency actually works.
- Client retainers billed automatically each month
- Campaign tracker ties spend to source and conversion
- Approval stages keep creative review cycles moving
- AI writing tools draft copy, pitches and reports in-platform
Plus everything in CatchaCRM
Quoting & invoicing with GST and BAS-ready reports, bank feed reconciliation, dispatch board, support tickets, email & SMS comms hub, AI writing tools, workflow automation and multi-tenant security — one flat price from A$39/month, users included.
Blueprints are stackable — run Creative Agency alongside any other template in the same workspace, and swap anytime without losing records.
Your creative agency workspace, live in ~2 minutes.
Pick the Creative Agency blueprint during signup and start the 21-day free trial — no card required to look around.