INTERNAL CRM & OPERATIONS PLATFORM · MARKETING AGENCY
Vivvion.
One workspace.
An internal CRM and operations platform giving a digital marketing team one shared workspace for client services, content production, sales, staff coordination, payments and files.
01 / OVERVIEW
Client work.
Fully organized.
A marketing agency juggles deliverables for many clients at once: content in review, posts to schedule, leads to follow up and payments to collect. Spread across chats, spreadsheets and drives, it is easy for something to slip.
604Clicks independently designed and developed a shared workspace for Vivvion Digital Marketing in early August 2026, with access controlled by role.
02 / THE SOLUTION
Built for
agency work.
The platform follows the agency’s real workflow, from a new lead to approved content and a collected payment.
Work dashboards and a central attention list
Tasks, time tracking and content approvals
Client records, contracts and deliverables
Sales pipeline with follow-ups
Payment tracking and collection reports
Messaging, file centre and Google Drive
03 / WHAT’S INSIDE
Everything in
one place.
Planning. Work dashboards, a centralized attention list, client-filtered calendars and Calendly meeting booking.
Tasks & content. Task assignment, priorities, deadlines, comments, task time tracking, daily staff reports, and content approval workflows from review through scheduling.
Clients. Client records for services, deliverables, account managers, contracts and billing, plus social tracking that compares promised deliverables with published content using Metricool and Instagram data.
Sales & staff. A sales pipeline with lead activity histories and follow-ups, alongside staff check-ins and attendance tracking.
Payments. Tracking for due, paid, partial and overdue balances, with monthly revenue and collection reports.
Communication & files. Direct and group messaging, announcement channels, file attachments, a shared file centre, Google Drive integration, and date-based reports and exports.
Access & settings. Configurable permissions, user approvals, activity logging and reminder settings, built on a Supabase database.
THE RESULT
One workspace for the whole team.
The team coordinates client work, reviews deliverables, tracks follow-ups and monitors collections from one workspace.
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