Your agency has no shortage of briefs, only of visible approvals and reporting.

Rocketly brings the agency’s new-business and client management into one CRM layer: briefs from connected channels attach to a client record, proposal and contract stages are tracked, retainer task sets open period by period, campaign changes wait in an approval queue, and monthly reporting is built from the same data. The ad platforms’ own dashboards and your client’s analytics keep running in parallel.

You build the brief form with Form Builder, and answers land on the client record with goal, budget range and timeline. After the scoping call, items are collected in the proposal module, shared as a PDF link, and view and approval status are followed from the record. An approved proposal is tied to the contract, the kickoff task set opens, and out-of-scope requests are flagged with their own tag.

Recurring proposals and contracts define the monthly service lines, and each period opens the same task set with named owners on the board. As the contract end date approaches, a renewal preparation task appears. Because out-of-scope work carries its own tag, the end-of-period conversation about an additional proposal rests on concrete records rather than on memory.

Yes. Through Marketing Hub you connect Meta Ads and Google Ads accounts, and lead-form records sync into the CRM with their source and campaign, landing directly on the right brand’s record. That makes it readable in one place which campaign brought work to which client. The platforms’ own management dashboards stay in use; Rocketly is the connection, follow-up and reporting layer.

No. Ads Automation is rule-based: when a rule condition is met, a proposed change is generated and placed in an approval queue. Nothing is applied until an authorized user approves it. Your agency decides which rules run on which account, who holds approval rights and which items need client sign-off, and both approvals and rejections stay recorded with their reason.

Creative Intelligence generates banner variants for a campaign and reviews a landing page in terms of structure, message and conversion elements. The output is a starting point: the design team edits the variant, adapts it to the brand guidelines, and the agency decides what goes live. Generated assets are stored in the media library and can be attached to the client record and campaign task.

Competitor Analysis follows the public digital surfaces of the rivals you define and turns changes into an output the team can review. The point is to have a current view in hand while preparing a proposal or running a strategy session. The output needs interpretation: your strategist combines the findings with client context and writes the assessment into the proposal or report.

Advanced reports offer 38 ready-made report types, so the agency builds each period’s report from the same skeleton while AI drafts a summary from conversation and task history. The account manager writes the commentary. Through the client portal you can show the brand its own record, progress and shared documents, and role settings limit which information is visible.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping brand name, contact, contract date, monthly value and custom fields. For a continuous flow you can use webhook and Zapier connections. Testing the mapping on a small sample file first is recommended so that contract dates and retainer values land in the right fields.