Marketing agency automation

Marketing agencies lose hours on reports, onboarding and chasing client information. Macon Media OS sets up a marketing agency CRM and automations that connect your ad platforms, project tools and billing, so reports, new clients, campaign leads and invoices move on their own and your team focuses on results.

No commitment. You keep your current software.

Common problems

  • Manual client reports every month
  • Client onboarding by email
  • Campaign leads with no follow-up
  • Tasks scattered across Slack, Notion and Asana

What we automate

  • Automatic Meta and Google Ads reports to a dashboard
  • Onboarding with forms and auto-created tasks
  • Campaign leads to the CRM with WhatsApp follow-up
  • Recurring billing with Stripe

Marketing agency CRM

  • Clients, contracts and renewals in one place
  • Pipeline for new business
  • Client history visible to the whole team

Example

Before: Leads from a client campaign sit in a spreadsheet until someone calls them days later.

With Macon Media OS: Each lead reaches the CRM and gets a WhatsApp reply in under two minutes.

Illustrative example.

Frequently asked questions

What is the best CRM for a marketing agency?

The one your team will actually use. We set up Macon CRM, HubSpot or GoHighLevel based on how your agency sells and serves clients.

What can a marketing agency automate first?

Client reports, onboarding and lead follow-up usually save the most hours in the first weeks.

Do you provide marketing services?

No. We automate the operations of your agency; your team keeps running the campaigns.

Related services

Industries we help