Industry · Marketing agency
A simple CRM for small marketing and creative agencies
Your project tool runs the work. Gather360 runs the client relationship: who signs off, what was agreed, which approvals you are waiting on and when each retainer is up for review.
30-day free trial · no card · £12.99 + VAT per person a month after
The short answer
A small agency needs a CRM that keeps each client, the people who brief and approve, a dated record of what was agreed and the chases that stall work. Gather360 does that with clients, contacts, notes, follow-ups and documents for £12.99 + VAT per user a month. It is not a project management or email marketing tool, so it sits alongside the ones you already use.
Your week
The work is ready. The approval is not.
Copy waiting on the MD since Tuesday. Logo files the client promised a fortnight ago. A launch date that only holds if someone signs off the landing page by Friday.
Each of those is a follow-up in Gather360, on the right client, with a due date and an account manager’s name on it. The home screen opens on what is overdue, so the chase happens before the deadline slides, not after.
- Sign-off chases, asset chases and review calls on one list
- High priority for the ones holding up a launch
- Everyone sees the whole team’s list, so cover is easy
Scope creep starts with “we thought that was included”
Agencies lose margin in conversations nobody wrote down. Two rounds of amends or three? Was the extra social post part of the retainer, or a favour?
Write it as a note on the client after the call. Notes are dated and show who wrote them. File the signed proposal, the brief and the brand guidelines against the client as documents. When the question comes up in month five, the answer is on the record.
- Dated notes from every client call and meeting
- Proposals, briefs and brand guidelines filed per client
- Documents stored privately, not as public links
How agencies tend to set it up
The demo is set up as an HR consultancy; it works the same way for an agency. These are the words you would use instead.
Tags for the arrangement
Retainer, Project, Pitch, Paused. See your book of retained clients in one search.
Tags for the service
SEO, Paid social, Web build, Brand. Useful when a specialist leaves or joins.
Contacts per client
The day-to-day marketing contact, the MD who approves, the finance contact who pays.
Retainer reviews
A follow-up a month before each review date, so renewal is a planned conversation.
Plainly: what it is and is not for an agency
Gather360 does
- Client companies and the people who brief and approve
- Dated notes on what was agreed
- Follow-ups for approvals, assets, reviews and renewals
- Proposals, briefs and guidelines filed per client
Gather360 does not
- Manage projects, tasks boards or timesheets
- Send email campaigns or capture leads from forms
- Report on ad spend, traffic or campaign results
- Run a new-business pipeline with deal values
Try it on your client list
Add your retained clients and the next approval you are waiting on from each. Or look round the demo first, no sign-up.
30-day free trial · no card · £12.99 + VAT per person a month after
Questions people ask
Does Gather360 replace our project management tool?
No. Keep your project tool for tasks and deliverables. Gather360 holds the client relationship: contacts, notes, follow-ups and documents.
Can it send newsletters or capture leads from our website?
No. There is no email sending, forms or marketing automation. It is a client record, not a marketing platform.
Can freelancers we work with log in?
Anyone you invite sees the whole account’s clients, and each person is a paid seat. Most agencies invite their own staff only.
Is there a new-business pipeline?
There are no deal stages or values. Many agencies tag prospects Pitch and set follow-ups for each next step.
How much does it cost?
£12.99 + VAT per user a month, or £129.90 + VAT per user a year. Every feature on every seat, 30-day free trial, no card.
Keep every client’s approvals moving
Click round the live demo with no sign-up, or start a free trial with your own clients. No card, no sales call.
30-day free trial · no card · £12.99 + VAT per person a month after