Accounts and client health
Maintain account status, commercial context, service scope and risk indicators in one client record.
Client CRM for Agencies
Keep every client relationship, service scope and owner in one controlled record.
Replace disconnected sheets and chat history with a workspace-scoped client lifecycle that teams can search, assign and audit.
✓Built for marketing agencies✓Arabic + English✓Guided implementation
Operating context connectedLive view
01Focused workflowOrvix operating signal
02Visible ownershipOrvix operating signal
03Measurable deliveryOrvix operating signal
Module capabilities
What this module controls.
Each capability keeps its records inside the active workspace and follows the user’s approved permissions.
Packages and service scope
Connect each client to the agreed package, deliverables, limits and responsible operating team.
Contacts and portal users
Separate internal ownership from authorized client contacts and portal access.
Lifecycle and ownership
Track the active owner, lifecycle stage, follow-up context and auditable changes without losing history.
Operating workflow
From prospect context to controlled client delivery.
The workflow is designed to preserve ownership, status and evidence from one step to the next.
Create or import the account
Capture the approved commercial and contact information.
Assign ownership and scope
Connect the client to the right team, package and service expectations.
Monitor lifecycle signals
Use activity, delivery and account context to identify follow-up and risk.
Why agencies need this
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Connected context prevents operational leakage.
Client data becomes operationally useful only when ownership, scope, activity and delivery records stay connected.