Digital Agencies & Growth Partners

Agentic AI for Digital Agencies
& Growth Partners

Converiqo automates performance reporting, tracks budget pacing, streamlines creative approvals, and optimizes campaigns so agencies can scale.

80%

less time on monthly reporting

Zero

budget over-spend incidents

3x

faster creative approval cycles

What is AI for Digital Agencies?

A centralized operating system for managing campaigns, content, reporting, and client relationships in marketing agencies.

How does it help profitability?

It eliminates manual reporting hours, prevents costly budget errors, and speeds up campaign launches.

Does it work with my tools?

Yes, it integrates with Google Ads, Meta, LinkedIn, Analytics, CRM, and design tools.

Deployment Scope

How Converiqo is Used in Agencies

From ad ops to creative, we've got you covered.

Client Reporting

Automated, insightful reports delivered on schedule.

  • Cross-channel dashboards
  • Automated insights
  • Whitelabel PDF export

Ad Operations

Monitor budget pacing and KPI anomalies 24/7.

  • Daily spend tracking
  • CPA spike alerts
  • A/B test monitoring

Content Production

Streamlined workflow from brief to approval to publishing.

  • Brief management
  • Client review portal
  • Auto-publishing to social

Project Management

Keep retainers profitable and projects on track.

  • Retainer hour tracking
  • Task automation
  • Resource planning
Unified Advantage

Why Agencies Choose Converiqo

The secret leverage of high-growth agencies.

Unified Data

Stop logging into 10 different platforms to see what's happening.

Clarity

Proactive Defense

Catch broken links and 404s before you spend ad money on them.

Safety

Client Delight

Give clients a transparent portal that builds trust and retention.

Retention
Common problems

Agency Growth Blockers

We solve the operational headaches that kill margins.

Reporting Hell

Account managers spending the first week of every month copying data into slides.

Budget Overshoot

Accidentally spending a month's budget in a week due to manual error.

Approval Gridlock

Creatives stuck in email limbo waiting for client feedback.

Scattergun Data

No single view of performance across search, social, and email.

Staff Churn

Burnout from repetitive tasks leads to high employee turnover.

Scope Creep

Doing more work than paid for because hours aren't tracked accurately.

Cost Efficiency

Maximize Agency Margins

Direct impact on your P&L.

Scale Services

Add more clients without adding more account managers.

Faster Launch

New campaigns go live 40% faster with streamlined workflows.

Higher Retainers

Justify higher fees with better transparency and results.

Core modules

Agency Automation Modules

Powering your service delivery.

Reporting Flow

Automated Reporting Engine

1

Connect connectors for Google, FB, LinkedIn, TikTok, etc.

2

Real-time dashboards accessible by clients 24/7.

3

Automated weekly/monthly email summaries.

4

Custom metric calculation (e.g., blended ROAS).

5

Historical data archiving.

6

Executive summary generation using AI insights.

Media Flow

Ad Budget Pacing & Alerts

1

Track spend vs budget for every client account daily.

2

Forecast month-end spend based on current run rate.

3

Alerts via Slack/Teams for under/over pacing.

4

Audit logs for budget changes.

5

Holiday/weekend spend adjustments.

6

Cross-channel budget reallocation suggestions.

Creative Flow

Client Approval Workflows

1

Share ad previews and social calendars via secure link.

2

Clients comment directly on visuals or video timeframes.

3

Version control for creative iterations.

4

One-click approval stamps.

5

Auto-notification to ad ops upon approval.

6

Creative asset library with usage rights tracking.

Social Flow

Social Media Scheduling

1

Visual calendar for cross-channel planning.

2

Bulk upload from spreadsheets.

3

Auto-publish to FB, IG, LinkedIn, Twitter, GMB.

4

First comment automation for hashtags.

5

Evergreen content recycling queues.

6

AI-driven best time to post recommendations.

Performance Flow

Campaign Optimization

1

Cross-channel attribution modeling.

2

Automated bid adjustment rules.

3

Creative fatigue alerts.

4

Landing page performance monitoring.

5

Search query mining for negative keywords.

6

Anomaly detection for sudden KPI drops.

Lead Flow

Lead Management & CRM Sync

1

Instant lead capture from lead forms.

2

Validation and cleaning of contact data.

3

Real-time push to client CRM (HubSpot, Salesforce).

4

Lead quality feedback loops for ad optimization.

5

Attribution of offline sales to online clicks.

6

Automated lead scoring based on interaction.

Stakeholder outcomes

Wins for the Whole Team

Better life for agency staff and clients.

Agency Owners

  • Clear view of agency profitability.
  • Reduced liability from errors.
  • Happier, more productive team.

Account Managers

  • No more weekend reporting work.
  • Proactive answers to client questions.
  • More time for strategy.

Media Buyers

  • Automated safety checks on budgets.
  • Easier cross-channel optimization.
  • Faster campaign setup.

Creatives

  • Clear feedback from clients.
  • No more 'final_final_v3' file confusion.
  • See performance data on your designs.

Clients

  • Total transparency on spending.
  • Faster turnaround on requests.
  • Better results for their budget.

Finance

  • Accurate billing for media spend.
  • Tracked billable hours.
  • Automated invoice generation.
Deployment fit

Built for Agency Models

Adapts to your specific structure.

Performance Agencies

Deep integration with ad platforms and analytics.

Creative Shops

Focus on approval workflows and asset management.

Social Media Agencies

Robust scheduling and community management tools.

Full-Service Digital

End-to-end management of all digital services.

In-House Teams

Manage internal brands with agency-grade tools.

Freelance Collectives

Collaborate across distributed teams seamlessly.

Proof of impact

Leaders on measurable change

12hrs/mo

Reporting Time Saved

+18%

Client Retention

99.9%

Budget Accuracy

2x

Launch Speed

We've stopped doing manual reports entirely. Clients log in, see live data, and are happier. My team has their Fridays back.
J

Jason Lee

Founder, GrowthWave Digital

Need-to-know

Frequently Asked Questions

Answers for leaders and ops heads.

Agentic AI automates reporting, monitors ad budgets, schedules content, and streamlines client approvals, freeing up creatives and strategists to focus on driving results.

Yes. AI pulls data from Google Ads, Meta, LinkedIn, and Analytics into unified dashboards, generating insightful reports automatically and sending them to clients on schedule.

AI monitors daily pacing across all accounts and platforms, alerting account managers to under-spend or over-spend risks immediately, preventing costly errors.

Yes, we support integrations with all major ad platforms including TikTok, LinkedIn, Pinterest, Snapchat, Google, and Meta.

You can control client permissions. Typically, clients have read-only access to live dashboards but can download PDF versions.

Yes, the portal acts as an extension of your agency brand, with your logo and domain.

We use direct APIs to push leads from ad forms (like FB Lead Ads) to your client's CRM in real-time, often faster than Zapier.

Yes, we integrate with Search Console and rank tracking tools to provide a complete digital view.

No, our infrastructure scales to support agencies managing millions in monthly ad spend.

Yes, we have agency-specific tiering based on the number of client accounts or total ad spend managed.

Scale your agency operations?

Join top agencies using Converiqo to deliver better results with less chaos.