Ultimate Client Management Tool for Digital & SEO Agencies
DAXRM is the first all-in-one CRM built for digital agencies, designed to streamline client relationships, automate workflows, and centralize campaign management. With powerful SEO agency management software, you can manage projects, clients, and campaigns while accessing real-time data insights, invoicing tools, and automated reporting—all in one place.
Manage Your Clients
Take control of your agency’s client management with a dedicated client portal that enhances collaboration and transparency.
- Store all client details including contact information, project data, and campaign insights in one secure platform.
- Generate & Schedule custom reports, track SEO performance, PPC metrics, and multi-channel data in real-time.
- Assign tasks, set deadlines, and monitor campaign progress with interactive dashboards.
Simplify Invoicing & Payments
Seamlessly integrate with XERO, MYOB & QuickBooks to streamline your agency’s billing process.
- Create & Send Invoices – Generate invoices directly from client portal
- Track Payments – Monitor overdue invoices and send automated reminders.
- Single Data Source – Keep financial data synced with client and project information.
Connect All Your Clients’ Marketing
Data in One Place
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Secure File Storage & Sharing
Keep all essential client documents, reports, and campaign assets organized with secure AWS cloud storage.
- Drag & Drop Uploads – Store and share files in multiple formats.
- Access Control & Permissions – Restrict access to sensitive data based on roles.
- Version History – Track changes and maintain a record of document updates.
Real-Time Insights & Campaign Visibility
Boost productivity and transparency across your agency with real-time project tracking.
- Monitor Campaign Performance – Track progress across accounts, tasks, and teams.
- Live Dashboards – Get instant updates on project task and team activity.
- Improve Accountability – Ensure teams stay aligned with automated status updates.
Advanced Role & Permission Management
Customize user roles to provide controlled access for your teams & clients
- Granular Permissions – Control who can view, edit, or manage projects, invoices, and reports
- Client Access Portals – Provide clients with a dashboard for tracking progress.
- Flexible Collaboration – Adjust access levels based on roles, job functions, or departments.