CRM for marketing agencies
The CRM for agencies that deliver.
Clics is the CRM for marketing agencies that produce content for their clients. Meta leads land in it on their own, every video moves through a pipeline from shoot to publish, and clients sign off in a portal under your brand. The custom install is available today; the subscription plans open soon, starting at $69 a month.
Clics is a CRM for marketing agencies in Canada: video production pipeline, branded client portal with time-stamped review, social post scheduler, Meta leads and an agency dashboard, in French and English.
See Clics before you step in.
Six screens from the CRM, as your team and your clients will see them. Scroll through, then open the demo: it stays yours for 24 hours.
Overview
The agency’s health and what needs your attention, at a glance.
Production pipeline
Every video from shoot to publish, column by column.
Calendar
The month’s shoots and posts, across every brand.
Leads
Leads land in the pipeline: view, make a client or dismiss.
Team and workload
Who carries what, and what is running late.
Client portal
The portal where clients see their videos and approve deliverables.
Three jobs, one tool.
An agency makes the work, sells the work and keeps the client. Clics handles all three without a second tab.
Produce
Every video moves through thirteen stages, from concept to publish. Each stage has an owner and a deadline, so a slip shows up before the client notices it.
- Video production pipeline
- Shoot calendar, synced with Google Calendar
- Workload per person, week by week
Sell
Lead forms from your Facebook and Instagram campaigns land in the CRM by themselves. Claim the lead, dismiss it or turn it into a client. Nobody copies a spreadsheet.
- Meta leads, received automatically
- Agency Gmail in threads, plus WhatsApp per team member
- Leads and sales dashboard
Retain
Clients open a portal with your name on it, comment on the exact second of a video and approve it. Once approved, it can be scheduled to their Facebook and Instagram pages.
- Branded client portal with time-stamped review
- Facebook and Instagram post scheduler
- Revenue and delivery per client
Start where your agency is.
Each page shows Clics from the angle that matters to you: the kind of agency you run, or the problem you want gone.
Clics versus Timeliner, by the numbers.
Timeliner is the video-agency tool closest to Clics. Here is the short version; the plan-by-plan detail lives on the comparison page.
Timeliner Agency: US$199 a month for 10 seats, or CA$274.62. Clics Studio for the same team: CA$219.
What Clics has and Timeliner doesn’t: a Meta leads CRM, a conversations inbox, client sub-accounts and a Claude connector.
What Clics doesn’t have yet: transcript comments and payment tracking. Better you hear it from us.
Two ways to get Clics.
Solo
Deliver$69$55.20/month
billed monthlyper month, billed yearly
5 people included, $8 per extra person
Timeliner equivalentTimeliner Studio, $122.82$104.40/month
On top of TimelinerJoin the waitlist- Meta leads CRM
Studio
Sell and retain$219$175.20/month
billed monthlyper month, billed yearly
10 people included, $8 per extra person
Timeliner equivalentTimeliner Agency, $274.62$233.43/month
On top of TimelinerJoin the waitlist- Conversations inbox (Gmail, WhatsApp)
- 5 mini-CRM sub-accounts
Agency
Grow$639$511.20/month
billed monthlyper month, billed yearly
20 people included, $8 per extra person
Timeliner equivalentTimeliner Scale, $688.62$585.33/month
On top of TimelinerJoin the waitlist- Claude connector (the CRM inside Claude)
Clics, installed on your side.
$5,000
one-time payment, or 3 payments of $1,750
- Installed under your brand, on your agency’s Cloudflare account
- Meta (leads, publishing) and Google (Gmail, Calendar, Drive) connections
- Training for your team
- 90 days of support
- Unlimited users
- Self-hosted (about US$5 a month, paid to Cloudflare) or managed by us for $79 a month
Prices in Canadian dollars, taxes extra.
Frequently asked questions
What kind of agency is Clics built for?
Marketing agencies that produce content for their clients: video production, social media, Meta advertising, and freelancers who run like an agency. The video pipeline and the approval portal are the core; the leads CRM and the dashboard work for any agency.
Do I need a credit card to try Clics?
No. The demo opens a complete agency filled with made-up data, with no account and no card. It is yours for 24 hours, then it is deleted.
Can Clics replace Timeliner?
For time-stamped video review, client portals and the Facebook and Instagram posting calendar, yes. Clics has no transcript comments or payment tracking, and its dashboard shows revenue and delivery per client, not costs or hours per project. On top, you get a Meta leads CRM, a conversations inbox, client sub-accounts and the Claude connector.
How much does Clics cost?
The subscription runs $69, $219 or $639 a month depending on team size, $8 per extra person, 20% off yearly; it opens from a waitlist. The custom install is $5,000 once, or three payments of $1,750. Prices in Canadian dollars, taxes extra.
Does Clics work in French?
Yes. The whole app, the client portal and the notifications exist in English and French. Each person picks their own language, and the client portal language is set separately.
The CRM for agencies that deliver.
Open a fully stocked demo agency in seconds, or talk to us about your own install.