Every Campaign and Retainer, Tracked in One Place
A marketing agency runs campaigns for several clients at once, each on a different retainer or project billing model with its own deliverables and deadlines. TCB Infotech connects your existing ERP or project system with custom software and AI so campaign status, deliverables and billing stay visible from one place.
50+ ERP and software projects. Zero failed projects since 2021.
Campaigns rarely slip from bad creative. They slip from lost tracking
When campaign status, approvals and retainer hours live in separate spreadsheets, a missed deliverable or an over-serviced retainer surfaces only at the monthly review.
Every campaign tracked the way an agency actually runs
A marketing agency runs campaigns for several clients at once, each with its own deliverables, approval steps and billing model. TCB Infotech connects your existing project or ERP system so campaign status, deliverables and billing sit in one place instead of a separate tracker per client.
- Campaign-wise status across every active client.
- Deliverables tracked against agreed dates.
- Retainer and project billing tracked on the same record.
Campaign tracking, custom tooling and AI from one team
The same team that connects your ERP to campaign and billing data can build the piece of custom software a generic module does not cover, plus AI that flags a retainer trending over its allotted hours before the client sees the invoice.
- ERP integration for billing and deliverable data.
- Custom software for approval workflows a generic tool can't handle.
- AI flags on the campaign board, reviewed by your account team.
Every client campaign's status in one place
Illustrative example. Your actual campaign board depends on the clients and retainers you run.
From your current campaign process to a running system
Everything a multi-client marketing agency needs tracked
Campaign & Deliverable Tracking
Status and deliverables tracked per client campaign, not per spreadsheet.
Client Retainer & Project Billing
Recurring retainer hours and one-off project billing on the same client record.
Content & Approval Workflow
Content moves through review and client sign-off on a tracked, visible workflow.
Vendor & Media Buy Tracking
Vendor spend and media buys tracked against the campaign and client budget.
Reporting & Performance Tracking
Campaign performance data rolled into client-ready reporting without manual pulls.
Staff & Task Assignment
Assign account and creative staff to campaigns by workload, not by memory.
What a connected campaign system changes for your agency
Why marketing agencies run their systems through TCB Infotech
Marketing Agencies, Answered
What does TCB Infotech do for marketing agencies?
Does this replace our existing project management or ERP system?
Can you track retainer billing alongside one-off project billing?
How long does a typical engagement take?
What support do we get after the system goes live?
Can ERP integration, custom software and AI be combined into one engagement?
Get Campaign Tracking Built for Your Agency
Every marketing agency bills and runs campaigns differently. Book a free consultation, tell us how campaigns, approvals or billing move today, and we will scope the ERP, software or AI that actually fits.
Book a Free Consultation →No commitment. See a scope before you decide.
How Marketing Agency Campaign Tracking Works
From a mapped campaign process to a live campaign, deliverable and billing view. Here is how we connect your existing systems and track every client retainer.
Campaign tracking, retainer billing and reporting, connected
Every client campaign's status in one dashboard
Each campaign carries its own deliverables, deadlines and current status, rolled up into one dashboard so an account manager can see every active client campaign without opening a separate file for each.
- Status and deliverables per client campaign.
- Deadlines tracked against agreed dates.
- Bottlenecks surfaced before a client has to ask.
Retainer hours and project billing tracked against the same data
Retainer hours used and one-off project billing are tracked against the same client record, so an account manager sees a retainer trending over its allotted hours in the same view used for reporting.
- Retainer hours tracked in real time.
- Project and retainer billing on one record.
- No separate billing spreadsheet to reconcile.
Vendor spend and media buys tied to the client budget
Vendor invoices and media buys are logged against the campaign and client budget they belong to, so a budget overrun on a media buy is visible before the client's monthly report is due.
- Vendor spend tracked per campaign.
- Media buy costs tied to client budget caps.
- Reporting pulls the same numbers, no manual reconciling.
Everything included in the engagement
Campaign & Deliverable Tracking
Status and deliverables tracked per client campaign on a shared campaign board.
Client Retainer & Project Billing
Recurring retainer hours and one-off project billing tracked on the same client record.
Content & Approval Workflow
Content moves through internal review and client sign-off on a visible, tracked workflow.
Vendor & Media Buy Tracking
Vendor spend and media buys tracked against the campaign and client budget.
Reporting & Performance Tracking
Campaign performance data rolled into client-ready reporting without manual pulls.
Staff & Task Assignment
Assign account and creative staff to campaigns by current workload, not by memory.