Agency CRM · Los Angeles, CA
The CRM built for Los Angeles marketing agencys.
Pitch, contract, deliver, retain — all on one timeline per client. VertaFlow replaces the duct tape between your sales doc, project tool, and proof inbox.
Pipeline · Lead → Discovery → Proposal → Active → Retainer
Los Angeles agencies and creative studios and VertaFlow.
Los Angeles anchors a metro of roughly 13M residents, and agencies and creative studios are a real part of how it runs. Los Angeles is one of the largest creative, hospitality, and wellness markets in the country, with concentrations of agencies, restaurants, fitness studios, and boutique retail across the basin and the valley. Brand control and white-labeling matter as much as core CRM features in this market.
West Coast agencies are the most brand-forward in the country — design studios, DTC shops, and creative consultancies where the client experience IS the product. A reporting tool with someone else’s logo at the top of every screenshot undercuts the whole pitch.
VertaFlow white-labels to your domain, logo, and email sender, so your clients log into portal.youragency.com and never see "VertaFlow" — the brand stays yours end to end. VertaFlow loads a agency template the moment you sign in — the pipeline, records, and language a marketing agency actually uses — so a Los Angeles team is running the same afternoon, not three weekends later.
Built for how Los Angeles agencies and creative studios actually work
Not a generic CRM with fields renamed. VertaFlow ships the agency pipeline, records, and terminology on day one, so there is no custom-field rebuild before it fits your Los Angeles business.
Flat pricing, no per-contact meter
Start free, grow into a paid plan, add seats at a flat $15/mo each. Your Los Angeles customer list can grow as large as it likes without inflating the bill — there is no per-contact tax.
Your data, exportable any time
Everything you put in, you can take out — clean CSV export of contacts, history, and records whenever you want. No lock-in holding your business hostage.
Where agency teams lose time
The same problems, whether you’re in Los Angeles or anywhere else.
Three tools to answer one client question
Project status in Asana, files in Drive, invoice in QuickBooks. By the time you stitch the answer together the client has emailed twice.
New client onboarding eats a week
Templates live in Notion, kickoff forms in Google Forms, intake call in Calendly. Every new account is a custom build.
Retainer scope drift goes unnoticed
Account managers do "just one quick thing" twelve times a month and the margin disappears by quarter end.
Proof reviews die in email threads
Round three of revisions with no version history, no approver signature, and one stakeholder forwarding from their phone.
White-label clients see your dashboard
Your reporting tool ships with someone else’s logo at the top. Every screenshot to your client is free marketing for them.
Time-to-value on new hires is measured in months
New project manager learns six tools before they can answer "what stage is the Acme rebrand at?"
How it works
A day in your Los Angeles business, run on VertaFlow.
- 01
Inbound lead lands in your pipeline
Web form, referral, or manual entry — every prospect gets a card with their industry, budget range, and source attribution.
- 02
Discovery to proposal in one workspace
Notes from the kickoff call attach to the deal. Build the SOW from a saved template. Send it for e-signature without leaving the contact record.
- 03
Auto-spin up the delivery workspace
Contract signed flips the deal to Active. Project board, deliverable checklist, and client portal generate from your service template.
- 04
Proofs reviewed inside the portal
Client logs into your white-label portal, leaves pinned comments on the design, and approves with one click. Version history stays.
- 05
Retainer auto-renews on schedule
Monthly retainer hours, SEO reports, and invoice all fire on the same date each month. Scope-creep alerts surface when delivered hours exceed contract.
What you get
Built specifically for agency workflows.
Client pipeline with source attribution
Track every deal from referral source through retainer renewal. See which channels actually become long-term clients.
Project workspaces per engagement
Each active client gets a board, deliverable list, and shared file space — scoped so freelancers only see what they need.
White-label portal at your domain
portal.youragency.com with your logo, your colors, your email sender. Your clients never see "VertaFlow."
Proof reviews with version history
Pinned comments on PDFs and images, approver signatures, and full revision trail per asset.
Retainer scope tracking
Set monthly hour budgets per client. Auto-alert when delivered hours hit 80%, before the conversation gets awkward.
Recurring billing with Stripe
Retainers auto-invoice on the renewal date. Failed cards trigger a dunning workflow you customize.
Los Angeles agency questions
› Brand control is everything for us. How white-label is the client portal?
On the Reseller plan you point a CNAME at us and clients get portal.youragency.com with your favicon, logo, colors, and email sender domain. There is no VertaFlow mark anywhere your client sees.
› Does VertaFlow work for a marketing agency in Los Angeles specifically?
VertaFlow is a cloud CRM, so it works anywhere with an internet connection — including every neighborhood across the Los Angeles metro. This page exists because the agency template fits the way agencies and creative studios run here; the product itself is the same one teams use nationwide.
› Can I migrate from HubSpot, Pipedrive, or Copper?
Yes. CSV import on day one. We will help you map custom fields and contact owners. Most agencies are fully migrated within a week.
› Does white-label work on a custom subdomain?
On the Reseller plan you point a CNAME to us and your clients see portal.youragency.com with your favicon, logo, and email sender domain.
› How do retainers and project work coexist?
Each client can have any mix of active retainers and one-off projects. Hours, invoices, and deliverables roll up at the client level.
› Do my freelancers need their own seat?
Only if they need full access. Add freelancers as read-only guests scoped to specific projects at no charge — they see only what you grant them. If a freelancer needs a full editing seat, it’s a flat $15/mo, the same as any other seat.
Agency CRM in nearby cities
Other Los Angeles businesses on VertaFlow
Run your Los Angeles marketing agency on a CRM built for it.
Start free — 30 days, no credit card (60 with a card). No migration fee, no per-contact meter, flat $15/mo per extra seat.
VertaFlow Free $0 · paid plans $49–$249/mo — every paid tier includes 30 days free, no card (60 with a card).