Project management for marketing agencies

What an agency deals with

• Dozens of campaigns for different clients at once, each with its own approval deadlines.
• Client feedback arrives by e-mail and in messengers, not in the tasks.
• An account manager gathers a status for each client by hand every week.

How it works in Syntra

• Marketing campaign template11 tasks: goals and KPIs, budget and media plan, brief, creative concept, approval, production, legal check, tracking, launch, optimisation, report.
• Client meetings → tasksThe transcript of a meeting becomes decisions and tasks with assignees after confirmation.Learn more →
• Team calendarFind a time shows when all the people you pick are free; task deadlines sit in the same grid.Learn more →
• A status report in a minuteThe assistant writes a project summary from live data; the report exports to PDF or Word.Learn more →
• Layouts and screenshotsA screenshot of a layout or a page — the AI describes it and suggests tasks with the changes.Learn more →
• Access for the clientA client can be invited with the Viewer role and sees only their own projects.Learn more →

Example: a seasonal campaign

The demo company tymko.tech is a fictional restaurant chain used in the Syntra screenshots. Its marketing team works as an in-house agency: TV, digital and in-store materials, 6 weeks.

1. Brief and plan.The Q4 Brand Campaign project is created from the template: from goals and KPIs to the results report.
2. Approval.The final cut of the TV spot is a task marked urgent with a deadline in 2 days; the feedback with changes is in the task comments.
3. Meeting with production.The meeting minutes produce three new tasks with assignees and dates.
4. A report for management.The assistant writes the status: what is live, what is awaiting approval, where the launch date is at risk.

Good to know

• Syntra has no time tracking and does not invoice clients.
• Every invited client takes a user seat in the plan.
• The team calendar is on the Business and Enterprise plans; everyone can connect their own calendar on any plan.