# CRM & Automation for Media & Marketing Agencies — Auspex > CRM and automation for agencies, studios and PR teams: one pipeline for new business and delivery, client-approval workflows, a deliverable board and reporting. Auspex on Bitrix24, since 2015. Source: https://auspex.company/en/industries/media-marketing/ [Industries](https://auspex.company/en/industries) / MEDIA & MARKETING # CRM and automation for media & marketing. Agencies, studios and PR teams run two businesses at once — winning new work and delivering it — and the two usually live in different tools, so the new-business pipeline and the project board never meet. Auspex puts both in one CRM: a lead-to-retainer pipeline, a deliverable and deadline board, client-approval workflows that do not get lost in email, and reporting on top. The result is a studio where the owner can see what is being sold and what is being delivered in the same place. ↳ THE LEAKS ## Where agencies leak 01 ### New business and delivery live in different tools. The sales pipeline is in one place, the project board in another, and the owner reconciles them by hand. We put lead-to-retainer and delivery in one CRM. 02 ### Client approvals get lost in email and chats. A creative goes out for approval and the sign-off lands in a mailbox nobody is watching. We build an approval workflow attached to the deliverable and the client. 03 ### Deliverables and deadlines are invisible. Who owns what, due when — scattered across chats, so something always slips. We move deliverables onto a board with owner, deadline and status. 04 ### No reporting on pipeline or delivery. New-business health and delivery load are both a guess. We add reporting so the owner sees the pipeline and the workload in one view. ↳ HOW WE SHIP IT ## How an Auspex agency rollout looks 1. 01 ### Map new business and delivery. Discovery of the lead-to-retainer funnel and the delivery process: where approvals happen, where deadlines slip, where the two halves should meet. 2. 02 ### Unify the pipeline. Lead-to-retainer and delivery in one CRM, so the owner sees what is being sold and what is being delivered in the same place. 3. 03 ### Build approvals and the board. Client-approval workflows attached to deliverables, plus a board with owner, deadline and status so nothing slips between chats. 4. 04 ### Add reporting and hand off. Reporting on pipeline health and delivery load, plus training and support so the team runs it without us. ↳ OUTCOME ## What changes for agency clients One pipeline new business and delivery in one CRM, not two disconnected tools Approvals tracked client sign-off attached to the deliverable, not lost in email On the board deliverables with owner, deadline and status In one view reporting on pipeline health and delivery load ↳ STACK ## Stack we typically deploy - Bitrix24 (CRM + task/project board) - Lead-to-retainer sales pipeline - Client-approval workflows - Omnichannel client communication - Document templates (proposals, contracts) + BI ↳ Our take Agencies run two businesses — selling the work and delivering it — and they bleed margin in the gap between them. Put new business and delivery in one pipeline, attach approvals to deliverables, and report on both, and the owner finally manages the studio from one view instead of reconciling two tools by hand. Bitrix24 carries the sales pipeline, the project board and the approvals in one place. Let's map what this means for your business — in a free 30-minute audit. [Book a free audit →](#contact) ↳ FAQ ## Frequently asked 01 Can you combine our sales pipeline and project delivery? + Yes — that is the point. Lead-to-retainer and delivery live in one CRM, so the owner sees what is being sold and what is being delivered in the same view instead of reconciling two tools. 02 How do you handle client approvals? + We build an approval workflow attached to the deliverable and the client, so a sign-off is tracked on the record rather than lost in a mailbox or a chat. 03 Can we track deliverables and deadlines? + Yes. Deliverables move onto a board with owner, deadline and status, so it is always clear who owns what and what is due — nothing slips between chats. 04 Do you report on workload and pipeline? + Yes. We add reporting on new-business health and delivery load, so capacity and the sales pipeline are visible in one view rather than guessed. ↳ FREE AUDIT 30 min · free · ↓ ## Ready to Get Your Sales Under Control? Free process audit — 30 minutes, and you'll receive: 1,200+ companies since 2015 · 30-day median go-live 01 A map of where you're losing leads 02 Priorities: what to automate first 03 An implementation plan for 2-4 weeks We'll call within 24 hours. The plan is yours, even if we don't work together.