BUILT FOR Agencies & Creative Studios
Agencies & Creative Studios
Industry snapshot
Best for:
Marketing agencies, design studios, branding teams, videographers, social media managers
Key teams
Account management, Creatives, Project managers, Finance/Admin
Top workflows:
Lead → Brief → Proposal → Project → Review/Approval → Invoice → Payment
Most-used modules:
CRM, Proposals & Contracts, Projects, Tasks/Kanban, File Sharing, Invoicing, Payments, Reports
Manage briefs, clients, tasks, project delivery, approvals, billing, and reporting in one place — so your team stays organised, deadlines are met, and cashflow stays healthy
Common challenges in Agencies & Creative Studios
- Briefs get scattered across WhatsApp, email, and voice notes.
- Revisions pile up because feedback isn’t organised or tracked.
- Projects delay when tasks, owners, and deadlines aren’t clear.
- Files get lost between team members and clients.
- Invoicing becomes inconsistent and follow-ups are manual.
- Reporting takes too long, so it’s hard to track performance and profitability.
How IXL CORE fits your workflow
- Capture new enquiries into Leads/CRM, assign an owner, and follow up consistently.
- Send Proposals & Contracts fast using templates and keep approvals in one place.
- Turn signed work into Projects + Tasks/Kanban so delivery is visible and accountable.
- Share files and client assets securely using File Sharing (no more missing links).
- Generate invoices from completed work using Invoicing + Payments and track balances.
- Track team performance and delivery trends using Reports — without spreadsheets
Benefits:
Faster turnaround times with clear tasks, owners, and deadlines
Cleaner client management with full history, briefs, and communication in one place
Less revision chaos — keep feedback and progress structured for every job
Better team accountability so work doesn’t stall or get forgotten
Professional proposals and contracts that close deals faster
Faster billing cycles with invoices that are easy to understand and pay
Stronger cashflow visibility — always know what’s paid, due, and overdue
Better reporting on delivery and performance to improve profitability
Integrations
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