What LATYNEX can implement
Not every agency has all six problems above, and this page isn't trying to sell all of them at once. The curated set that actually applies:
- [CRM & Sales Workflow Implementation](/crm-sales-workflow-implementation/) — a pipeline that reflects retainer vs. project work, with ownership and follow-up rules
- [Client Reporting Automation for Agencies](/client-reporting-automation-for-agencies/) — a branded, always-current dashboard pulling data from the platforms you already use, instead of a monthly manual deck
- [Creative Approval Workflow for Agencies](/creative-approval-workflow-for-agencies/) — versioned assets, structured feedback, a clear approval record
- [Workflow Automation & Systems Integration](/workflow-automation-systems-integration/) — connecting forms, CRM, project-management tools and messaging so client onboarding doesn't depend on someone remembering every step
- [AI Knowledge Base Implementation](/ai-knowledge-base-implementation/) — a searchable source for process docs and client context, so account managers stop re-answering the same questions
A good place to start
For most agencies, the sales pipeline is the one problem common to every discipline and size — leads without owners, duplicates, retainer and project work conflated. CRM & Sales Workflow Implementation is the natural first step, and its CRM Cleanup & Sales Workflow Setup entry package is built for exactly this failure mode. If your sharper pain is reporting or approvals specifically, start with that page directly instead — see the two agency-specific pages above.
Typical workflow examples
A new-business enquiry arrives through the website, gets a pipeline stage and an owner automatically, and a follow-up reminder fires if nobody's touched it in three days. A client kickoff form triggers a project-management-tool entry and a Slack channel, instead of someone copying details across three systems by hand. A monthly client report pulls live numbers from the ad platforms already in use instead of an account manager rebuilding a slide deck.
Build vs. configure
Configure: CRM pipeline, stages and fields on HubSpot or Pipedrive; standard reporting connectors where a realistic one exists. Custom build: the reporting dashboard's actual layout and branding, the creative-approval version and audit-trail logic, and an AI knowledge base scoped to whatever combination of Notion, Drive and Slack your agency actually runs — that combination is never identical twice, so this part is never a template.
What this is not
LATYNEX is not an ad-tech or media-buying platform, and doesn't claim a ready-made connector for every ad platform or analytics tool — integrations are scoped per project, stated honestly during scoping. This page doesn't replace an account manager's judgment or a creative director's review; it fixes the operational plumbing around the work, not the work itself.
Questions
Do you build ad campaigns or run media buying?+
No — LATYNEX builds the operational and reporting systems around an agency's work, not the advertising work itself.
Which of these problems should we start with?+
If you're not sure, the sales pipeline is the most common starting point — see CRM & Sales Workflow Implementation. If reporting or creative approvals is your specific pain, start there directly.
Do you integrate with every ad platform and analytics tool?+
No blanket claim — integrations are scoped per project, and we say during scoping which connections are realistic.
Is this the same as the reporting or approval-workflow pages?+
No — this page is the discovery layer showing the full range of what applies to agencies. Client Reporting Automation for Agencies and Creative Approval Workflow for Agencies are the specific, scoped implementations for those two problems.
How are you invoiced, and in what currency?+
In EUR, by Latynex Trade OÜ, a company registered in Estonia (EU). We do not give tax advice.