Digital marketing and communications
A marketing or communication agency handles its own prospecting, several client accounts, campaigns across many channels, creative files and monthly reporting, all at once.
Bitrix24 brings together CRM, campaigns, project management, documents and ROI analysis. MonCRM configures it for your agency.
The problem
One tool for e-mail, another for projects, a third for files, spreadsheets for reporting and messaging apps to talk to clients: the agency spends more time moving information around than producing.
The result: leads left without follow-up, late deliverables and a hard time proving to clients what their campaigns deliver.
Your challenges
01 The problem
Calls, chats, social media messages and web forms spread across several tools: leads get lost and follow-up is inconsistent.
With Bitrix24
All leads in one place
Every lead and client interaction lands automatically in the CRM, for faster and more consistent responses.
02 The problem
E-mail, social ads and other campaigns managed from different tools are hard to launch and track consistently.
With Bitrix24
Campaigns run from one workspace
E-mail campaigns, ad audiences and lead capture forms managed from a single workspace.
03 The problem
Time spent chasing and compiling reports is time taken away from strategy and client results.
With Bitrix24
Automated follow-up and reporting
Automatic triggers, notifications and AI-assisted tasks reduce manual work across the team.
04 The problem
With several client accounts and campaigns running in parallel, deliverables and deadlines are hard to follow.
With Bitrix24
Every campaign tracked end to end
Full visibility into every campaign and deliverable, from planning to launch.
05 The problem
Briefs, creative files and contracts on personal drives are hard to find, reuse or share securely.
With Bitrix24
A shared space for creative assets
A secure shared repository with role-based access for every client's assets.
06 The problem
Without visibility into campaign performance, it is hard to justify results and optimise ad spend by channel.
With Bitrix24
Provable ROI
Real-time dashboards and ad cost analysis track ROI and optimise spend channel by channel.
07 The problem
Ad platforms, billing tools, client systems: duplicated data and manual work between tools.
With Bitrix24
Your tools connected
Bitrix24 becomes the agency's operational hub, connected to its existing tech stack.
What you gain
The agency follows every client relationship and campaign, from the first lead to reporting. Campaigns launch faster and creative, account and media teams work from the same information. The result: ROI that is easier to prove and clients who stay longer.
How we work
Your prospecting, your offers, account management, the production flow of a campaign and the reporting your clients expect.
Sales pipeline, one workgroup per client, project and task templates, quote and contract templates, campaigns and forms (CRM marketing).
Social networks, forms, e-mail, telephony and ad accounts for cost analysis; import of your contacts and clients.
Team training, then automation of reporting and recurring tasks, using n8n where it helps.
Yes, that is the point of Bitrix24 for an agency: the CRM tracks prospecting and sales, then each signed client gets its own projects, tasks, deadlines and files, in the same tool.
Yes. External users can be invited to a specific workgroup to follow progress, exchange messages and approve deliverables, without access to the rest of your workspace.
Ad cost analysis links the spend from your ad accounts to the leads and sales recorded in the CRM. Dashboards show cost and revenue by channel and by campaign.
Yes. Time is logged in tasks and consolidated by project or client, so you can compare time spent against the budget sold.
With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.
Show us the tools you use today, and we will show you how to bring them together in Bitrix24 and what you can automate.
