EDSA CORE AgencyTrack
Clients, campaigns, deliverables, content calendars, approvals, retainers, scope tracking, reports, and agency operating visibility.
EDSA CORE AgencyTrack helps marketing agencies run client work, campaign delivery, deliverable production, approval follow-up, retainer scope, reporting, and account visibility from one tenant-aware operating environment.
What this module does
EDSA CORE AgencyTrack helps marketing agencies run client work, campaign delivery, deliverable production, approval follow-up, retainer scope, reporting, and account visibility from one tenant-aware operating environment.
Best for: Social media, PPC, SEO, content, creative, web, and full-service marketing agencies that need a practical operating hub for recurring client work and proof-of-value reporting.
Subscription module description
Marketing agency operations software for client accounts, campaigns, deliverables, content calendars, approvals, retainer tracking, monthly reports, and client-service visibility inside EDSA CORE.
Use this page as the product URL for EDSA CORE - AgencyTrack.
Included capabilities
- Client account records with contacts, service mix, retainer amount, scope notes, and account ownership.
- Campaign records for goals, channels, budgets, dates, owners, and current delivery status.
- Deliverable tracking for posts, ads, emails, landing pages, SEO work, reports, creative, web updates, and strategy work.
- Calendar and approval views that show what is due, waiting on client review, approved, or out of scope.
- Monthly report records with KPI summary, completed work, recommendations, and next steps.
Business outcomes
- Reduce lost approvals, scattered client requests, and unclear handoffs across recurring agency work.
- Make retainer scope, over-service risk, and upcoming deliverables visible before they become fire drills.
- Give client-service teams a clear monthly story of what was done, what changed, and what happens next.
How customers activate it
- Create or access a CORE account through the secure CORE portal.
- Create a tenant and choose AgencyTrack during signup, or ask a CORE global admin to enable it for an existing tenant.
- Choose the approved module package, complete checkout when required, or use a manual grant for approved internal or enterprise accounts.
- Configure users, permissions, tenant settings, and module-specific workflows inside CORE.