Agencies in Nepal juggle pitches, festivals, political cycles, and brand launches—often with retainers that quietly expand into unpaid work. CRM for marketing agencies is how you protect margin: contracts define scope, tasks show delivery load, and invoices match what was approved.
Campaign execution without Slack archaeology
Creative teams hate admin—but account teams hate guessing. The compromise is lightweight structure: projects per campaign, tasks per deliverable, and messages or notes that stay attached to the client record so approvals are searchable.
Recurring retainers: renewals and upsells
- Contracts with clear revision counts and out-of-scope rules.
- Invoices on a predictable cadence with reminders.
- Proposals for add-on shoots, influencers, or media buys.
- Reports for client transparency (without manual deck rebuilding).
Why Sajilo CRM fits Nepali agencies
Sajilo CRM ties clients, projects, tasks, contracts, proposals, invoices, and tickets into one workspace—ideal for Kathmandu agencies coordinating designers, media buyers, and finance under deadline pressure.
22+
Businesses
On platform
5M+
Transactions
Billing + activity
Scope control
Agency KPI
Profitable retainers
“Retainers only work when scope is written where finance and creative both look—every week.”
Frequently asked questions
- Can we track influencer spends?
- Use expenses + project tagging so campaign P&L is visible, not buried in personal cards.
- How do we handle rush fees?
- Document approval in messages/notes, then invoice with a clear line item and linked task proof.
- Is this for freelancers too?
- Yes—solo operators benefit even more because memory is not a system.