Aivyro for Agencies

Your agency manages 20 clients across 40 spreadsheets. None show real ROI.

Each client has their own email thread, their spreadsheet, their manual report. When the client asks "what's the ROI?", you build the slide on the spot. Aivyro centralizes everything: per-account pipeline, unified communication, and real campaign attribution.

Marketing Agencies
Clients per agency20+
Platform1
Tracking spreadsheets0
0+

Clients per agency

0

Platform

0

Tracking spreadsheets

Industry challenges

1

20 clients, 40 spreadsheets, zero consolidated view

Each client has their own lead spreadsheet, their email thread, their monthly report built by hand. The manager jumps between 40 tabs to understand what's happening. None show the full picture.

2

Account manager leaves and takes the relationship

Each client's context lives in the account manager's personal inbox. When they leave, the client feels it. The replacement starts from zero. The agency loses credibility and, often, the contract.

3

Client asks for ROI and you build the report on the spot

Without real attribution, every report is retroactive and manual. Pulling data from Google Ads, Meta, email, and phone into a slide takes hours. And the client still doubts it.

4

No standard of service across accounts

Each account manager handles things their own way. No SLA. One client gets a response in 5 minutes, another waits 2 days. The manager has no visibility.

How Aivyro solves it

1

Each client becomes an account with its own pipeline

Leads, deals, and communication organized by client account. The manager sees all clients in one dashboard. The account rep sees only theirs.

2

All communication centralized by account

Email, phone, and Slack unified in one inbox per client. When the account rep leaves, the history stays. The replacement takes over with full context.

3

ROI per campaign, per channel, in real time

Automatic multi-touch attribution. From ad click to closed deal. The client report is always ready.

360 view per account

Per-client pipeline with consolidated view

Each account has its own pipeline, deals, and metrics. The manager sees all in one dashboard. Filter by client, account rep, or period. No spreadsheets, no tab jumping.

Sales Pipeline
Deal pipeline Stellan AI
PipelineDashboardLeads
Qualified 4
$187k
VT
Vertex Technologies
High$55,000
SE
Solar Energy Co
Medium$42,000
PD
Plux Digital
High$28,000
Schedule discovery call
NS
Nexo Services
High$62,000
Proposal 3
$320k
QL
Quantic Labs
High$210,000
Send commercial proposal
VC
Virtus Capital
Medium$85,000
M
MedFlow
Low$25,000
Negotiation 2
$410k
OH
Orion Health
High$340,000
IN
Integra Networks
Medium$70,000
Total: $917kWeighted: $584k
+18% vs last month
Zero lost context

Unified inbox per client account

Email, phone, and Slack for each client in one timeline. The account rep sees everything together. When they leave, the history stays in Aivyro, not on a personal phone.

Inbox
RC
Rafael CostaNexa Logistics
RC
Rafael Costa
Sales Director
Nexa Logistics
Opportunity
Enterprise PlanNegotiation
ValueR$120,000
Close DateApr 15, 2026
Qualification
Proposal
Negotiation
Closing
Lead Score
0
Engagement
92
Fit
85
Intent
78
Recent Activity
WhatsApp: Demo scheduledToday
Email: Proposal sentYesterday
Call: Qualification3 days
Real ROI, not estimated

Campaign ROI attribution

From ad click to closed deal. Know which campaign generated which revenue, by client. The monthly report builds itself.

Campaigns
Nurture Series A
Campaign based on conversation signals
324 leadsActive
Trigger: Lead mentioned budget
Signal detected in rep conversation
1
Email: Personalized case study
Content selected by conversation context
2
Wait 3 days
Await engagement
3
WhatsApp: Personalized follow-up
Message adapted to conversation signal
4
Conversation personalization
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The problem isn't delivering results. It's proving you did.

Agencies invest in performance but can't prove the value. Without real attribution, the client always doubts. Aivyro connects every campaign to the closed deal. The ROI report is always ready.

The ideal CRM for marketing agencies

15-minute demo with your real data. No commitment. No credit card.

Frequently asked questions

Yes. Each client is a separate account with its own pipeline, leads, and communication. Data never mixes. The account rep sees only their clients.

Aivyro centralizes all communication in the platform. The rep responds through Aivyro, the client receives it normally. When the rep leaves, the history stays.

Yes. Multi-touch attribution connects ad click to closed deal. The per-client report is always up to date. No manual slide building.

Works for any size. The advantage grows with more clients, but per-account organization and unified inbox help from client one.

Yes. Dashboard per account rep: response time, leads handled, conversion rate, SLA. The manager finally has team visibility.

Sales Platform for Marketing Agencies | Aivyro