Agentic AI for Digital Agencies & Growth Partners
Converiqo automates performance reporting, tracks budget pacing, streamlines creative approvals, and optimizes campaigns so agencies can scale.
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.
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
Why Agencies Choose Converiqo
The secret leverage of high-growth agencies.
Unified Data
Stop logging into 10 different platforms to see what's happening.
Pull ad, social, web, and CRM metrics into one live view so your team makes decisions from a single, trusted source.
Proactive Defense
Catch broken links and 404s before you spend ad money on them.
Automated pre-flight and in-flight checks flag broken journeys, policy issues, and tracking gaps before they hurt ROAS.
Client Delight
Give clients a transparent portal that builds trust and retention.
Share live dashboards, approvals, and next steps so clients feel in control, informed, and confident in your team.
Creative Team Bandwidth
Free strategists and creatives from reporting and chasing approvals.
Let agentic workflows handle status updates, reminders, and basic queries so your best people stay focused on ideas and performance.
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.
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.
Healthier Utilization
Automated reporting and approvals free up billable hours so more of your team's time turns into revenue.
Agency Automation Modules
Powering your service delivery.
Automated Reporting Engine
Connect Google, FB, LinkedIn, TikTok and more into a single reporting layer.
Real-time dashboards accessible by clients 24/7 with role-based views.
Automated weekly/monthly email summaries tailored to each stakeholder.
Custom metric calculation (e.g., blended ROAS, CAC, LTV) without sheets.
Historical data archiving for long-term trend and cohort analysis.
Executive summary generation using AI insights and plain-language commentary.
Ad Budget Pacing & Alerts
Track spend vs budget daily for every client and campaign in one place.
Forecast month-end spend based on current run rate and flight dates.
Alerts via Slack/Teams for under/over pacing before it becomes a problem.
Audit logs for budget changes with who, when, and why captured.
Holiday/weekend spend adjustments to match seasonality and behavior.
Cross-channel budget reallocation suggestions driven by performance.
Client Approval Workflows
Share ad previews and social calendars via secure, branded links.
Clients comment directly on visuals or video timeframes in-context.
Version control for creative iterations with clear change history.
One-click approval stamps that sync to task and media systems.
Auto-notification to ad ops upon approval so launches never wait.
Creative asset library with usage rights, expiries, and variants tracked.
Social Media Scheduling
Visual calendar for cross-channel planning across brands and markets.
Bulk upload posts from spreadsheets or CSVs in a single import.
Auto-publish to FB, IG, LinkedIn, Twitter, GMB with fail-safes.
First comment automation for hashtags and CTAs per channel.
Evergreen content recycling queues to keep feeds active.
AI-driven best time to post recommendations by audience behaviour.
Campaign Optimization
Cross-channel attribution modeling to see which touchpoints drive results.
Automated bid adjustment rules that react to performance changes.
Creative fatigue alerts when frequency or CTR trends show burnout.
Landing page performance monitoring tied to campaigns and ad groups.
Search query mining for negatives and expansion opportunities.
Anomaly detection for sudden KPI drops with clear alerting.
Lead Management & CRM Sync
Instant lead capture from lead forms, chatbots, and landing pages.
Validation and cleaning of contact data before it hits sales teams.
Real-time push to client CRMs (HubSpot, Salesforce, etc.) with mapping.
Lead quality feedback loops from sales back into campaign optimization.
Attribution of offline sales to online clicks and campaigns where possible.
Automated lead scoring based on engagement, source, and fit signals.
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.
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.
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.”
Jason Lee
Founder, GrowthWave Digital
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.