SEO Client & Project Management System
Run your SEO agency or in-house team from one system.
SEO teams juggle clients, tasks, deliverables, reports and invoices across a dozen tools. Work slips, clients ask 'what have you done this month?' and margins disappear.
A purpose-built CRM and project system for SEO: client onboarding, retainers, task templates, time tracking, approvals, a client portal and automated monthly reporting.
What's inside
Client CRM
Leads, proposals, contracts and retainers in one pipeline.
Onboarding workflows
Checklists that collect access, goals and brand guidelines automatically.
SEO task templates
Repeatable monthly playbooks: audits, content, outreach, reporting.
Client portal
Clients see progress, approve content and view results live.
Time & profitability
Track hours against retainers to see real margin per client.
Automated reports
Monthly reports combining rankings, traffic and work completed.
How AI powers this system
How we build with AI →- ✦AI writes the monthly client summary from the data and tasks completed.
- ✦Proposal generator that drafts scoped SEO proposals from a discovery call transcript.
- ✦Churn-risk alerts when a client's results or engagement drop.
Who it's for
- SEO and digital agencies
- Freelance consultants
- In-house teams serving multiple brands
How it works
- 1Win client
- 2Onboard
- 3Run playbooks
- 4Client approves
- 5Report & renew
Questions
Can clients log in?+
Yes — each client gets a branded portal showing only their own projects.
Pairs well with
Technical SEO Audit & Monitoring System
Your website, checked every day the way Google sees it.
from £1,495On-Page & Content Optimisation System
Every page scored against what already ranks — and how to beat it.
from £1,295AI Content Production System
A content engine that plans, drafts, reviews and publishes — with humans in charge.
from £2,495Ready for an SEO system of your own?
Buy a starter package today or tell us what you need and we'll scope a bespoke build.