Digital Marketing Client Portal & Management Software for Agencies
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 and a built-in website SEO audit tool, 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](/content/feature/client-reporting/ "Client Reporting"/index.html), 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](/content/integrations/xero/ "Xero"/index.html), 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
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 using real-time insights from the rank tracker and local rank tracker.
- Flexible Collaboration – Adjust access levels based on roles, job functions, or departments.