Free Client Management Template for Agencies
Manage retainer clients, deliverable statuses, team capacity, and monthly reports for marketing and creative agencies.
What this template includes
You get a working app with these features built in. Refine anything later by chatting with Appaca.
- Retainer value and renewal date tracking
- Monthly deliverable status per client
- Team capacity across all client deliverables
- Monthly client report generator
The prompt that builds this app
Copy and paste this into Appaca, or click the button to send it now. You can edit it before submitting.
Build an agency client management app with clients (company, retainer value, start date, renewal date, account manager, health score), deliverables per client per month (type: content/design/ads/strategy, owner, due date, status), a team capacity view showing deliverable workload by person, and a monthly client report generator summarizing completed deliverables, metrics, and next-month plan.
Want to go deeper on client management software?
Client management software keeps contacts, projects, and communications in one place. Appaca builds the client tool around the way your service or agency runs each engagement.
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ViewQuestions & answers
Yes. You can build the template app inside Appaca for free. The free plan includes 100 AI credits per month. If you outgrow the free tier you can upgrade at any time.
No. The template is a prompt that Appaca turns into a working app for you. You can refine fields, views, and rules by simply chatting with the AI in plain English.
Yes. After Appaca builds the app, you can keep refining it through chat - add fields, change the layout, connect new data, or adjust workflows whenever your needs change.