For agencies
Campaigns and creative, out of the group chat.
Client work, campaign budgets, and creative approvals end up spread across email threads, spreadsheets, and shared drives. Fresno's agency template gives you one place to run client engagements start to renewal.
What's pre-built for you
One click sets up the objects, fields, and pipeline below — no custom-field project required.
Campaign
- Campaign name
- Budget
- Channel (search, social, display, email, content, other)
- Start / end date
- Status (draft, active, paused, completed)
Creative
- Linked campaign
- Format (banner, video, copy, landing page, social post)
- Asset URL
- Status (draft, in review, approved, live, archived)
Deal fields
- Retainer amount
- Deliverables
Pipeline
- Prospect
- Proposal
- Negotiation
- Active Engagement
- Renewal
// client comms
Sequences & campaigns
Run client-facing outreach and status updates on a cadence, tracked the same way you'd track a sales sequence.
// renewals
Lifecycle automation
Flag engagements approaching renewal automatically, before it becomes a scramble.
// reporting
Ask about any account
"Which campaigns are still in review?" — get the answer without opening a spreadsheet.