Agency Management Software for Modern Agencies

Run Your Agency From Lead
to Delivery in One System

Manage leads, track deals, automate client onboarding, and organize projects in one agency management platform. From the first client inquiry to project delivery, keep your agency's operations connected in one place.

Send Contract → Client Signs → Send Welcome Email → Create Workspace
View The System → Start Free Trial
Become a Founding Partner →
7-Days Free Trial Cancel Anytime No Lock-In
Less tools. More progress.
Everything you need. All in one place.
↗
Revenue Tracked $126,840
↗
Pipeline Value $84,500
✓
Close Rate 68%
↑
Revenue Velocity +24%
✓
Workspace Health 94 / 100
Creative Ecom Builder dashboard
Capture Leads enter the system manually, via import, or API.
Qualify Move leads into deals with clear pipeline tracking.
Project Convert deals into structured project workflows.
Contract Generate and sign contracts digitally.
Execute Manage tasks, onboarding, and delivery in one system.

Agency Management Tools
in One Workspace

Manage leads, projects, tasks, team schedules, invoices, and client relationships in one connected agency management platform.

CRM & Sales Pipeline

Manage leads, contacts, and deals.

Project Management

Organize projects and deliverables.

Tasks & Calendar

Coordinate tasks and deadlines.

Team & Permissions

Manage team access and collaboration.

Client Invoicing

Create, send, and track invoices.

Timesheets

Track team hours and logged work.

Employee Scheduling

Plan shifts and manage availability.

Explore All Features →

Turn
Leads
into
Revenue.

Track leads, manage your sales pipeline, and move deals from first contact to closed sale with one connected CRM.

Explore Agency CRM →
Leads
⌕ •••
All Leads Qualified Proposal Won
N
Nucleon PH
Qualified $3,000
E
Elevate Agency
Proposal $5,000
B
Bright Media
New $1,500
L
Local Ventures
Qualified $2,800
S
Studio Nine
Won $4,200
Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos
Glass Hero Section
AGENCY MANAGEMENT SOFTWARE

Replace Agency Tool Chaos
With One Connected Workspace

Creative Ecom Builder connects agency CRM, sales pipelines, project management, tasks, invoicing, and team scheduling in one workspace. Replace fragmented workflows with connected operations, from lead management through project delivery.

✣
N
▦

Fragmented Stack

× Leads in email
× Deals in notes
× Tasks in another tool
× Revenue in spreadsheets
Too many tools.
Too much chaos. ↙
OPERATIONAL DRAG
Context switching, admin fatigue, revenue uncertainty.
Creative Ecom Builder™
One system. Total clarity.
✓ Leads, deals, tasks, and projects in one place
✓ Invoices, timesheets, and scheduling connected
✓ No tool switching
✓ Real-time operational visibility
ϟ OPERATIONAL DRAG → OPERATIONAL CLARITY
1

Unified Revenue → Execution

Lead → Deal → Project → Task operates inside one deterministic flow.

▥ More closed deals
2

Automatic Data Continuity

No re-entering contacts. No rebuilding pipelines. No spreadsheet math.

▤ Less manual work
3

Real-Time Operational Visibility

Revenue forecasting, workload tracking, and system health — automatically calculated.

◉ Full visibility
Less chaos. More clients.
AGENCY MANAGEMENT SOFTWARE

Run Your Agency
Without the Operational Chaos.

Creative Ecom Builder™ is agency management software for solo founders and service-business operators who manage sales, client work, and delivery. Keep your day-to-day operations organized without needing a large team.

Manage leads, track deals, organize projects, and automate client onboarding in one connected workspace. Send contracts, trigger welcome emails, and create client workspaces through structured workflows as your business grows.

Start Free → ▶ View the System
Solo founder managing agency operations
✓
More time Less admin work
✦
Operational clarity Everything in one place
Build the business.
Don't become its
project manager.
↘
01

Solo B2B Founders

Capture leads, qualify deals, forecast revenue, and execute delivery — inside one structured system.

Operate independently →
02

Operators Wearing Multiple Hats

Sales, execution, follow-ups, reporting — without stitching together five different platforms.

Keep everything connected →
03

Agencies Scaling Intentionally

Add people when you're ready — not because your software forces you into operational complexity.

Scale without the chaos →
Your work shouldn't live in five places. Instead of managing tools like
Creative Ecom Builder™ One operating layer. Total clarity.
→
ONE SYSTEM Instead of five+ tools
MORE TIME For work that actually matters
REAL GROWTH Without operational overload
Agency Management Software

Why Agency Operations
Need One Connected System.

When leads, sales pipelines, project delivery, and revenue reporting live in separate tools, agency operations become harder to track. Creative Ecom Builder connects these workflows in one workspace, from lead capture to deal management and project delivery.

Good ideas
get lost
in tool chaos.
↘
It’s time
for a better
way.
↙
01

Leads without
Continuity

Leads captured through forms and outreach need a clear path into your sales pipeline, projects, and delivery workflows.

● New Lead
● Website Form
● Instagram DM
● Cold Outreach
↗
× Leads fall through the cracks
02

Manual Revenue
Tracking

Track sales opportunities and revenue activity without relying on disconnected spreadsheets for every update.

Revenue Forecast ×
Where are
we actually
at?
× No real-time visibility
03

Disconnected
Execution

When a deal closes, connected workflows can carry client work into project setup and task execution.

✓
Deal Closed Revenue confirmed
↓
!
Create Project? Still waiting...
× Work slips through the gaps
ϟ
You don’t need more tools. You need one connected operating system.

Creative Ecom Builder™ connects lead management, sales pipeline activity, and project delivery in one agency management workspace to help reduce gaps between sales and execution.

See How It Works →
1,000
Trusted by 1,270+ agency operators
Access Your Workspace
Agency Management Software Workflow

How Agency Management Software Works — From Lead to Delivery

Creative Ecom Builder connects lead management, sales pipelines, revenue tracking, client onboarding, and project delivery in one workspace for solo founders and growing B2B agencies.

From lead
to delivery.
All in one place.
↙
Less chaos.
More visibility.
↗
01

Lead Capture & Management

Capture leads from website forms, landing pages, or manual imports. Keep new leads organized with scoring, activity logs, and timestamps.

Capture More Leads →
New Lead Captured 2 min ago
◎ Website Form
◎ Instagram DM
✉ Cold Outreach
● Referral
✓ Lead added to CRM
02

Lead Qualification & CRM

Mark a lead as qualified to create a contact and add it to your sales pipeline. Keep lead records connected without duplicate data or unnecessary tab switching.

See It in Action →
●
Lead Qualified Qualified
✓ Contact created
✓ Deal added to pipeline
✓ Follow-up task created
03

Sales Pipeline & Deal Tracking

Track pipeline value, forecast revenue, close rates, sales velocity, and deal risk using your sales pipeline data.

See Your Pipeline →
Deal Pipeline Live
Pipeline Value $84,500
Close Rate 68%
Velocity +24%
● Risk score: Low
04

Revenue Tracking & Reporting

Monitor total and monthly revenue, forecast confidence, and revenue at risk using information recorded across your workspace.

View Revenue Intelligence →
Revenue Intelligence Live
Total Revenue $126,840 ↑ 18.4%
Forecast 92%
At Risk $4.2K
05

Deal-to-Project Automation

When a deal is marked “Won,” a project is automatically created. Generate and send a contract using your own terms as you move from sales to project delivery.

Turn Deals into Delivery →
▰
Project Created Live
✓ Project created
✓ Contract generated
✓ Terms applied
✓ Ready for onboarding
06

Automated Client Onboarding

After a contract is signed, send a welcome email from the project and create a client workspace for onboarding, asset collection, and delivery tasks.

Delight Your Clients →
A
Client Onboarding New workspace
✓ Welcome email sent
✓ Workspace created
✓ Asset request sent
✓ Delivery structure added
07

Client Workspaces & Project Delivery

Give clients a dedicated workspace to follow projects, tasks, and delivery timelines, keeping work visible to your team and your clients.

Explore Client Workspaces →
□
Client Workspace Active Project
Project Progress 72%
✓ Strategy approved
✓ Assets received
• Final delivery
08

Project & Task Management

Organize tasks in list, Kanban, and calendar views. Track due dates, flag overdue work, and send email reminders to keep projects moving.

Manage Every Project →
Project Tasks Today
✓
Review homepage Today · 10:00 AM
✓
Client revisions Today · 2:00 PM
!
Send final assets Overdue
↗ Reminder scheduled
09

Team Activity & Audit Logs

Review who performed an action, when it happened, and what changed with a traceable activity history across your workspace.

See Every Action →
Activity Log Live
Project updated April · 2 min ago
Task completed Team · 8 min ago
Client file uploaded Client · 14 min ago
✓ Fully traceable
10

Workspace & Operations Overview

See key information about tasks, revenue, project status, and workspace activity in one operational overview.

See Your Workspace Health →
Workspace Health Healthy
94 / 100
Tasks 96%
Revenue 91%
Projects 95%
✓ System operating normally
ϟ
One connected agency workflow. From lead management to project delivery.

Lead capture → Qualification → Sales pipeline → Revenue tracking → Deal-to-project automation → Client onboarding → Project delivery → Task management → Activity logs → Workspace overview.

No Zapier No fragmented workflows One connected system
See How It Works →
Agency Management Software FAQs

Frequently Asked Questions About Agency Management Software Creative Ecom Builder™

Learn how Creative Ecom Builder™ helps you manage leads, sales pipelines, client onboarding, projects, contracts, and agency operations in one workspace.

Still have
questions?
↘
Creative Ecom Builder™ is an agency management platform that brings lead management, CRM, sales pipelines, contracts, client onboarding, project management, and delivery into one connected workspace. It helps solo founders, consultants, and B2B agencies organize their client workflow without switching between separate tools.
Creative Ecom Builder is designed for solo founders, consultants, freelancers, and B2B service agencies that manage both sales and client delivery. It brings core agency operations into one workspace, whether you work independently or collaborate with a team.
You can capture and qualify leads, manage sales deals, track revenue, generate contracts, and organize client projects in one workspace. When a deal is marked as won, the system can create a project and support connected contract and onboarding workflows. You can then manage tasks, timelines, and client delivery throughout the project lifecycle.
Yes. The built-in CRM lets you organize leads, contacts, sales pipelines, and deals. When a deal is marked as won, a project can be created automatically, and you can generate and send contracts within the platform.
Yes. Clients can access a dedicated client workspace to view project progress, share assets, and follow delivery. Their workspace is separate from your internal agency operations and CRM data.
Yes. The Starter plan includes a 7-day free trial so you can explore Creative Ecom Builder™ and try its CRM, sales pipeline, project management, contracts, and client onboarding workflows.
Need more help? Contact our support team →
AGENCY BILLING & WORKFORCE MANAGEMENT

Agency billing and workforce management
in one connected workspace.

Manage invoices, project time tracking, and employee scheduling alongside your agency projects and client operations in Creative Ecom Builder™.

01 CONNECTED

Agency Invoicing

Create, send, and track agency invoices in one workspace, with clear visibility into invoice status and client billing.

INVOICE #INV-1042
PAID
A
Elevate Agency Marketing Retainer
Monthly Retainer $2,500
Additional Services $650
Total $3,150
Payment received ✓
✓ Invoice tracking
✓ Payment visibility
02 LIVE

Project Time Tracking

Track team hours across client projects, review recorded time, and see billable hours in one place.

THIS WEEK Team Timesheet
Sep 21–27
Total Hours 38.5h
Billable 31.0h
A
April Website Project
8.5h
J
Jordan Marketing Campaign
7.0h
M
Mia Client Retainer
6.5h
Weekly capacity 77%
✓ Project time tracking
✓ Team hour visibility
03 SCHEDULED

Employee Scheduling

Organize employee schedules, work assignments, and team availability without relying on scattered calendars.

TEAM SCHEDULE Monday · Sep 28
28
A
April Web Development
9:00 – 5:00
J
Jordan Client Delivery
10:00 – 6:00
M
Mia Marketing
8:00 – 4:00
Team availability 3 employees scheduled today
✓
✓ Employee assignments
✓ Schedule visibility
ϟ
Invoices, time tracking, and scheduling. One connected workspace.

Connect agency billing and workforce coordination with the client projects and delivery work they support.

Explore the System →
CEB™ ACTIVITY INTELLIGENCE

Track agency activity and see what changed.

Creative Ecom Builder™ Activity Intelligence gives your agency a clear activity log of changes across leads, deals, projects, tasks, and workspaces — so you can review who did what and when.

Aprilyn Pia, Founder of Creative Ecom Builder
“It’s rarely because people didn’t work — it’s because no one could see what actually happened.”
Aprilyn Pia Founder, Creative Ecom Builder™
Explore Activity Intelligence →
✓ Full visibility ✓ Real accountability ✓ Smarter decisions
Creative Ecom Builder dashboard interface
CEB Creative Ecom Builder™
⌂ Dashboard
◉ Activity
♙ Leads
◫ Contacts
◈ Deals
□ Projects
✓ Tasks
◷ Calendar
▣ Workspaces
♧ Team

Recent Activity

See what’s happening across your agency.

Search activity...
All Activities Leads Deals Projects Tasks Clients
↗
Workspace welcome sent for project Website customization for Acme Co.
Workspace
✎
Contract signed by Ryan Mitchell Marketing Retainer — 3 Months
Contract
▤
Invoice sent to client Invoice #1042 — Elevate Agency
Finance
✓
Task “Edit hero section” completed Website Redesign — Bright Media
Task
♙
New lead created: Nuclean PH Source: Website Form
Lead
$
Payment received from Elevate Agency Invoice #1041 — $2,500
Payment
□
Calendar event created: Client Strategy Call Acme Co. — Discovery Call
Calendar
Activity History 1,248 Workspace activity overview
Activity Audit Trail Who did what and when.
New activity Lead created from website form.
No more
blind spots. ↘
BUILT FOR YOUR NEXT LEVEL

Ready to Grow Your Business?

Join agencies, freelancers, and service businesses who are building smarter with Creative Ecom Builder™.

Start Free Today → ▶ Watch Demo
✓ No credit card required ✓ Easy setup ✓ Cancel anytime
Plan today. A bigger tomorrow. ♡
↗ Leads View all →
N
Nuclear PH Qualified
$3,000
E
Elevate Agency Proposal
$5,000
B
Bright Media Won
$4,200
L
Local Ventures New
$2,800
Creative Ecom Builder workspace dashboard
▣ Revenue Tracking
$126,800
↑ 18.4% vs. previous period
CALENDAR March 2026
‹  ›
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
✓ Tasks KANBAN
TO DO Design homepage Create ad creative Client review
IN PROGRESS Build landing page Write email copy Prepare proposal
COMPLETED ✓ Strategy call ✓ Send proposal ✓ Client onboarding
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3-Day Free Trial

Explore the full platform before committing. No pressure, no surprises.

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Cancel Anytime

You’re always in control. Cancel directly from your account with no lock-in.

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Refund Guaranteed

If it’s not the right fit, we’ll refund you within the eligible window.

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