Solutions
Run campaigns, retainers, and approvals without bouncing between project tools, CRM, and a shared drive.
In practice
Marketing work is a relay: pitch, brief, production, review, report. Felagar keeps that relay in one workspace so account, creative, and the client are looking at the same cards and files.
When a campaign is in flight, the client should see the latest draft and leave comments without a new login maze. Guest review links and the portal keep the loop short.
Most marketing shops glue a board, a CRM, a chat app, and a file dump together. Status lives in Slack. Approvals live in email. Retainers live in a spreadsheet someone dreads opening.
Pipeline and CRM sit next to delivery, so a won deal becomes a project without a copy-paste ritual.
Deliverable reviews and a branded portal keep clients in the loop without extra seats.
Retainers and time make it obvious which accounts are healthy before the quarter surprise.
Start from the company, run the work as projects, and let clients review in the portal.
Capture the account in CRM and park the opportunity on the pipeline.
Spin up the project with Kanban, Calendar, or Timeline, and attach the brief in Files.
Send deliverables for guest review or through the client portal.
Track retainer hours and reporting from the same company record.
Yes. Guest review links use email OTP, and invited portal users stay on the client side of the workspace.
Felagar includes companies, people, and a sales pipeline. Many agencies run it as the system of record for client work, and keep a specialist CRM only if they truly need it.
Create an account, invite your team and clients, and you’re live, with no DevOps side quest. Updates, uptime, and the portal stay on us so you can stay on the work that pays.