Agents help advertising and marketing firms keep client campaigns moving while making more room for creative work.
Trash duplicate campaign files and email folder owners a cleanup log.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.
Clear duplicate campaign photos from shared asset folders.
See which original photos stayed in your library and which exact copies went to trash. Your asset manager gets a keep list and review cases by email.
Publish approved agency articles and send editors the live link.
Your finished articles go live with the right byline and image credit, and your editor gets the link in the original email thread.
Publish approved client blog posts on schedule and return live links.
Your finished articles go live at the time you choose, with a checked page and a working link sent back in the original email thread.
Answer prospective clients and ask to discuss their marketing needs.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Follow up on agency prospect calls with the agreed next step.
Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.
Send prospective clients promised campaign material after agency pitches.
Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.
Track first replies to new client inquiries and assign follow-up.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
Schedule client campaign calls and send the video details.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
Introduce agency services to listed prospects and report every send.
Your first-contact emails go out to eligible leads, with send times and contacts needing review in one reply.
Find nearby businesses and email them about agency services.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
Label client feedback needing a reply and campaign notices by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.