Industry

Great agencies
don't grow by hiring more people.
They grow by operating smarter.

Winning clients is exciting. Keeping projects profitable, teams aligned and clients happy is the real challenge. UpTick gives agencies one platform to manage the entire client journey—from pitch to renewal.

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Agency Growth Engine™
Lead
Discovery Call
Proposal
Retainer
Campaign
Approval
Delivery
Reporting
Renewal

Why Agencies Hit a Growth Ceiling

More Clients
More Campaigns
More Meetings
More Revisions
More Emails
More Spreadsheets
More Stress
Lower Profit
Growth shouldn't create operational chaos.

One Platform For The Entire Agency

Business Development

  • • Lead Pipeline
  • • Proposal Tracking
  • • Sales Forecasting
  • • Client Onboarding

Client Services

  • • Client Communication
  • • Approvals
  • • Meeting Notes
  • • Relationship Timeline

Delivery

  • • Campaigns
  • • Tasks
  • • Creative Reviews
  • • Deadlines
  • • Assets

Finance

  • • Retainers
  • • Invoices
  • • Payments
  • • Profitability
  • • Budget Tracking

Leadership

  • • Utilisation
  • • Revenue
  • • Margins
  • • Forecast
  • • Business Health Score™

The Complete Client Journey

Agency Success Engine™
1
Marketing
2
Lead
3
CRM
4
Proposal
5
Retainer
6
Campaign
  • BudgetTracking
  • TasksActive
  • TeamAssigned
  • FilesAssets
  • PerformanceLive
7
Content
8
Client Approval
9
Invoice
10
Renewal

Hover over Campaign to see context

AI For Agencies

"Which proposals are most likely to close?"
"Which clients haven't been contacted recently?"
"Which campaigns are at risk?"
"Which retainers are becoming unprofitable?"
"Which clients generate the highest margin?"
"Which campaigns delivered the highest ROI?"

Every prompt is agency-specific.

Built Around Agency Work

These are real agency processes.

New Client Onboarding

Proposal
Contract
Kickoff
Tasks
Assets
Campaign

Campaign Approval

Creative Ready
Internal Review
Client Review
Feedback
Approval
Publish

Monthly Retainer

Work Logged
Budget Tracking
Invoice
Payment
Renewal

Built For Every Agency

Digital Marketing
Creative
Branding
Advertising
Performance Marketing
Social Media
Video Production
PR Agencies
Growth Agencies

Agency Outcomes

Increase client retention.
Improve project profitability.
Reduce approval delays.
Increase billable utilisation.
Improve campaign visibility.
Reduce operational overhead.
Faster onboarding.

Why Agencies Choose UpTick

Traditional Agency Tools
UpTick
CRM separate from project management
Complete client lifecycle in one platform
Disconnected reporting
Connected campaign, project and financial insights
Manual approvals
Automated workflows with AI assistance
Multiple subscriptions
Unified operating platform
Agency management
Agency growth platform
Agency Operations Hub™
Pitch
Win Client
Plan Campaign
Create
Review
Approve
Publish
Measure
Optimise
Client Growth
Live Agency KPIs

Revenue

  • Monthly Recurring $42k
  • Avg Retainer $3.5k
  • Pipeline Value +$120k

Delivery

  • On-Time Delivery 94%
  • Campaign Completion 88%
  • Revision Cycles 1.2 avg

Finance

  • Gross Margin 42%
  • Collection Time 18 days
  • Profit / Client $1.2k

Team & Clients

  • Billable Utilisation 85%
  • Client Retention 96%
  • Upsell Ops 4 Active

Recommended Integrations

Grouped by your agency workflow.

Marketing

  • Meta Ads
  • Google Ads
  • LinkedIn Ads

Collaboration

  • Slack
  • MS Teams
  • Google Workspace

Creative

  • Adobe CC
  • Canva
  • Figma

Meetings

  • Zoom
  • Google Meet

Finance

  • Xero
  • QuickBooks
  • Stripe

Build an agency that's known for great work—not operational chaos.

From winning clients to managing retainers, campaigns, approvals and profitability, UpTick helps agencies scale with confidence.

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