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Agency Essentials
Curated by Campshell Team Verified
Run your agency with AI-powered templates for project management, client relationships, content planning, and team coordination.
1
Kanban Board
A task board with columns, cards, labels, and priorities — operated by your AI agent.
Why it's included: Manage multiple client projects simultaneously with customizable boards per client.
2
Contacts & CRM
Contact management with companies, deals pipeline, and interaction history.
Why it's included: Your client database — track relationships, deals, and touchpoints across accounts.
3
Content Planner
Editorial calendar with content pipeline, SEO briefs, and publishing schedule.
Why it's included: Plan and schedule content campaigns for clients across channels.
4
Invoices
Invoice creation with line items, client management, and payment tracking.
Why it's included: Bill clients on time with automated invoice generation from project data.
5
Metrics Dashboard
KPI dashboard with time-series tracking, charts, and automated reports.
Why it's included: Track KPIs across client accounts — installs, engagement, revenue.
6
Calendar
Event scheduling with recurring events, timezone handling, and RSVP tracking.
Why it's included: Coordinate team schedules, client calls, and project milestones.
7
Email Drafts
Draft, organize, and template emails with AI-powered suggestions.
Why it's included: Draft client communications, proposals, and follow-ups with AI assistance.