Agencies & Creatives
Examples of businesses
Marketing agencies, branding & design studios, PR firms, social media agencies, video/photography studios, web development agencies, SEO & performance marketing teams.
Best-fit IXL CORE modules
Customer, Accounting, Timesheet, Marketing Automation, Social Media Management
Introduction
Agencies move fast, but the workflow is usually scattered: leads arrive from Instagram or referrals, follow-ups happen on WhatsApp, proposals are built in Word, delivery is tracked in chats, and invoicing sits in spreadsheets. As the client list grows, it becomes harder to know what’s being worked on, what’s overdue, what’s billed, and what still needs follow-up — especially when multiple team members touch the same client.
IXL CORE brings the full agency workflow into one system so you can run client work with structure. From capturing enquiries and managing a pipeline, to sending proposals, tracking delivery tasks, recording time spent, and issuing invoices — everything stays connected. That means your team works from one source of truth, and you don’t lose momentum because information is spread across tools, emails, and personal inboxes.
With clear visibility across clients, campaigns, tasks, and billing, agencies gain better control and consistency. You can see what’s in the pipeline, what’s been approved, what’s in production, what’s ready to invoice, and what payments are outstanding — without chasing updates. The result is smoother delivery, stronger accountability, cleaner reporting, and better profitability tracking across services and retainer work.
Key outcomes
Track leads, stages, and next actions in a structured way, so opportunities don’t go cold and the team knows exactly who to contact next.
Standardise how proposals and quotes are prepared, shared, and followed up, reducing delays and keeping your sales process moving.
Assign work, set priorities, and track progress with clear ownership — so teams deliver on time without confusion or constant handovers.
Capture time per client, project, or task to understand true delivery cost, improve pricing decisions, and protect margins.
Invoice confidently with supporting activity and timelines, track outstanding payments, and follow up consistently — without relying on spreadsheets.
Best-fit add-ons (Recommended)
FlexAcademy; Products & Services; Google Workspace Integration
Book A Demo.
See IXL CORE In Action.
We’ll map your workflow, recommend the best-fit modules, and show you how it runs in IXL CORE.