Context across clients.
Keep client records and campaign activity connected in one workspace.
Campaign management for agencies
More campaigns.
Still in control.
Keep account teams, creators and clients working from the same campaign context. Bring delivery, deadlines and commercial records into a clearer view.
PerspectiveFlowSample workspaceJDThe agency, at a glance
JDDelivery and relationships in one view.
CLIENTS03
CAMPAIGNS06
TASKS THIS WEEK08
Campaign pulseNext up
Summer storiesContent review
Lifestyle campaignA new perspectiveIn production
Travel campaignEveryday essentialsBrief ready
Product campaignThe bigger pictureClients → delivery → reporting
CONNECTED FROM
START TO FINISH
Built for the people running it
See the work.
Know what needs you.
Make room for more client work with a repeatable way to coordinate the details.
Clear responsibility.
Give delivery teams named tasks, due dates and revision context.
Commercial perspective.
Review budgets, recorded payments and internal margins with appropriate access.
A little clarity for the week.
M16
T17
W18
T19
F20
✓
Confirm the creator briefSummer stories · Account team
DoneReview the first draftSummer stories · Creative lead
18 JunPrepare the client updateSummer stories · Account team
20 JunOne campaign. Every next step connected.
Keep the handoff moving
The client update starts
with a connected team.
Account managers need progress. Delivery teams need clear actions. Keep tasks, revisions and campaign records together so the next client conversation has a reliable starting point.
- Connect campaign activity to the right client.
- Review agreement and delivery readiness.
- Prepare reports and share relevant results through client access.
The right information. The right people.
One connected operation.
Different points of view.
Your team runs the work. Creators focus on their assignments. Clients see the results shared with them.
Explore workspace accessHow work moves
A repeatable process.
For every client brief.
Start with a shared brief.
Keep the next step in sight.
- 01
Brief
Set up the client and agree the campaign context.
- 02
Assign
Connect creators and set responsibilities.
- 03
Follow through
Track deadlines, agreements and revisions.
- 04
Review
Bring delivery and recorded finances into the report.
Can we manage campaigns for different clients?
Yes. Your company workspace connects client records with their campaigns, creator assignments and related work. Teams can use the dashboard and calendar to keep upcoming actions in view.
Who can see internal financial information?
Access depends on the user’s role. PerspectiveFlow separates company, creator and client access, and restricts internal commercial information to appropriate company roles.
Can we share results with clients?
Clients sign in through a separate portal to access results shared with their organization. Reports and exports also support your account team’s client updates.
Is PerspectiveFlow suitable for a small agency?
It is designed for teams coordinating creator campaigns and client relationships. Review the available plans against your team size and workspace needs, or talk to our team before choosing.
Your next step