Industry CloudReal — shipped

Digital Agency Cloud: retainers, briefs, and SEO tracking.

Recurring client retainers with hours-used tracking, structured creative briefs, and keyword rank history over time — on top of the same CRM, Projects, and Finance every FlashCat.ai organization already runs.

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3

Real Digital Agency Modules

7

Core Platform Included

0 days

Setup, No Deploy Needed

0

Hardcoded Industry Logic

The Problem

Retainers, briefs, and rank tracking usually live in three different tools.

A generic CRM tracks the client relationship, but has no idea what a retainer's monthly hour allowance is, what a creative brief needs sign-off on, or how a target keyword's rank has moved over the last quarter. Agencies end up stitching together a CRM, a project tool, and a rank-tracking subscription that never talk to each other.

Retainer hours-used tracking lives in a spreadsheet, updated (or not) after the fact.
Creative briefs get approved over email, with no structured record of objective, audience, or deliverables.
SEO rank history is checked in a separate paid tool with no link back to the client record.
How It Works

From retainer to brief to ranked keyword

Each of these is a real, working module attached to the same Client record your CRM already has.

Step 1

Set up the retainer

Monthly fee, hours included, and scope of work — with hours-used tracked live as the team logs time against it.

Step 2

Create the creative brief

Objective, target audience, and deliverables in a structured record with an approval workflow — draft, in review, approved.

Step 3

Track SEO keyword rank

Target keywords per client, with a real rank-check history logged over time — not a one-off snapshot.

Step 4

See usage against the retainer

Hours-used vs. hours-included is visible at a glance, so renewal conversations start from real numbers, not guesses.

Use Cases

Where this shows up in your day

Account Managers

Need to know if a client's retainer hours are on track before the renewal conversation.

Hours-used tracked live against the real retainer record.

Creative Teams

Need a structured brief before starting work, not a one-line Slack message.

Objective, audience, and deliverables captured once, approved once.

SEO Specialists

Need to show a client their keyword rank has actually improved over the quarter.

A real rank-history log per keyword, not a screenshot from another tool.

Agency Owners

Need retainer revenue and hours-used visible without exporting three spreadsheets.

All three modules live in the same organization's data as Finance.

Walkthrough

A retainer client, month to month

1

An account manager sets up a new retainer for a client: monthly fee, hours included, and scope of work.

2

A creative brief is created for the month's campaign, with objective and target audience, and moved through review to approval.

3

The team logs hours against the retainer as work is delivered — the hours-used bar updates live, no spreadsheet needed.

4

An SEO specialist checks the client's target keywords and logs the current rank, building a history over time.

5

At renewal, the account manager pulls up real hours-used and real rank movement — the same data the client's Finance record already has.

Connects To

Part of one platform, not a bolt-on

CRM Pipeline

Retainers, briefs, and keywords all attach to the same Client record your CRM already tracks.

See Customer Cloud

Module Marketplace

Enable Client Retainers, Creative Briefs, and SEO Tracking independently — most agencies use all three, but they're not bundled by force.

Configure Modules

Advertising & Media Agency Cloud

Agencies running traditional media alongside digital work can add Ad Campaigns and Media Buys on the same platform.

See Advertising & Media
Related Modules
Related Knowledge Articles

Run retainers, briefs, and SEO in one system.

Digital Agency Cloud is a real, working part of FlashCat.ai today — not a roadmap item. Start a 7-day free trial, no card required.