For performance marketing agencies, from paid search to paid social.
Keep every client's budget, targets and tests together, and see which accounts are on track before the month ends.
Every client's budget and pace, week by week. Spot overspend while the month is still open.
Give each client a monthly budget, and the spend comes in from your ad channels through Teamo’s API, or your team records it. Formula columns show what should be spent by today and whether the account is on track, over or under. When an account goes over, Teamo emails the account lead, so nobody finds out from the client's invoice.
New accounts launched without missed steps. From access requests to the first campaign.
Every new client starts with the same checklist: ad account access, tracking, conversion goals, UTMs and negative keywords, each with an owner. The client sends account IDs and logins through a form on their page, and you can see what is still waiting before launch day.
A test log your team can learn from. Every creative test, its result and the decision.
Record each test with its idea, the one thing you changed, the spend and the result, then mark it a winner or not. Next quarter, the strategist planning new ads starts from what already worked for that client, even if the person who ran the test has moved on.
Your ad channels, connected by our team. Custom dashboards for you and for each client.
Teamo doesn't pull ad platform data on its own out of the box. That is why performance agencies get a custom onboarding: our team connects Teamo to the ad channels you use and builds performance dashboards for your agency and for each of your clients. Clients see theirs on their own page, next to the work you share. Book a call and we will plan it with you.
Fees that follow the spend. Percentage, retainer or both, worked out for you.
Set each client's fee model: a percentage of spend, a monthly retainer, or a base plus a percentage. Formula columns work out the fee from this month's spend, and with time tracked on the account you can see which clients earn their fee and which take more hours than they pay for.
Ask about your work in plain words. Amo answers from your records.
Amo, Teamo’s assistant, only sees what the person asking is allowed to see. It can also build dashboards and automations, and waits for your yes before it does.
Which clients are over pace this month?
Which creative tests won for Bloom Skincare this quarter?
Which new accounts are still waiting on client access?
Questions performance agencies ask.
What is the best project management software for a PPC agency?
The best fit keeps every client's budget, targets, launches and tests together, with a clear view of pacing and fees. In Teamo, each client has its budgets, checklists and test log, time is tracked on the work, and clients follow their results on their own page.
Does Teamo pull data from Google Ads, Meta and other ad platforms?
Not out of the box. Performance agencies get a custom onboarding instead: our team connects Teamo to the ad channels you use and builds performance dashboards for your agency and your clients. Until then, your team can record spend and results on each client, and formulas and dashboards work from those numbers.
Can clients see their own results?
Yes. Each client gets a private page with a performance dashboard built for them, next to the work and reports you choose to share. They open it from a link, without a Teamo account or a paid seat.
Can Teamo track budget pacing?
Yes. Give each client a monthly budget, and the spend comes in from your ad channels through Teamo’s API, or your team records it. Formula columns show what should be spent by today and whether the account is on track, over or under, and an automation can email the account lead as soon as an account goes over.
Can Teamo work out fees based on a percentage of spend?
Yes. Set the fee model on each client, whether a percentage of spend, a retainer or a base plus a percentage, and a formula column works out the fee from the month’s spend. With time tracked on the account, you can compare the fee with the hours it took.
How does the custom onboarding work?
Book a call with our team. We look at the ad channels you use and the numbers you report on, set Teamo up for your agency, connect your channels and build the dashboards for you and your clients. Your team keeps everything and can change it afterwards.
Other setups. Or describe your own at sign-up.
Keep your venues, suppliers and prices together, and build every event's program, budget and profit from them.
See what it could look like ConsultanciesRun every engagement from proposal to sign-off, and see each one's budget and who rolls off next, week by week.
See what it could look like Law firmsEvery matter keeps its key dates, documents and hours, and clients check progress on their own page.
See what it could look like