Every Client Detail,
One Place
Nifty Hub's Client Management module gives your team a single source of truth for every client — from business details and packages to SEO metrics, campaigns, delivery quotas and monthly performance data.
Built for Agencies Managing Multiple Clients
Managing dozens of clients across multiple campaigns is complex. Nifty Hub gives every client their own dedicated record with tabbed sections for backlinks, tasks, blogs, on-page SEO, social posts, intake data, PPC and more — so your whole team works from the same page.
Everything About a Client, Right Here
From onboarding details to live campaign performance — all in one well-organised client profile.
Complete Client Profiles
Store all business details in one record — name, website, address, ABN, contacts, social profiles, operating hours and custom fields.
Packages & Retainers
Assign marketing packages and tiers to each client, set monthly retainers and track service inclusions with ease.
Monthly Quotas
Set and track monthly delivery quotas for backlinks, blogs, social posts, on-page SEO, AEO tasks and citations per client.
SEO Metrics Tracking
Monitor Domain Rating, Domain Authority, Page Authority and Spam Score directly on each client record.
Website & Social Profiles
Link client websites, track their social media presence and store listing credentials for directories and citation platforms.
Strategy & Notes
Maintain strategy notes, internal comments and activity logs so your whole team stays aligned on client goals.
Agency Management
Group clients under agencies and manage multi-client relationships from a single interface.
Performance Snapshots
View keyword rankings, backlink counts, SEO phase progress and monthly status updates from within the client record.
Tabbed Data Architecture
Access backlinks, tasks, blogs, social media, on-page SEO, citations, intake forms, PPC data and reports — all in organised client tabs.
From Onboarding to Ongoing Management
A structured workflow that keeps client data clean and your team aligned.
Create Client
Add the client record with business name, website, contacts, target area and agency grouping.
Configure Services
Assign marketing packages, tiers, retainer amounts and monthly delivery quotas.
Run Campaigns
Your team logs backlinks, blogs, tasks, on-page SEO and social posts directly against the client.
Review Performance
Pull monthly reports, check quota progress and review SEO metrics — all from within the client record.
Every Feature Your Team Needs
Nifty Hub's Client Management is the operational hub for your entire agency — replacing spreadsheets, siloed tools and scattered notes with a single, structured system.
- Business details, contacts & social profiles
- Custom fields per client
- Marketing packages & tier assignment
- Monthly retainer tracking
- Per-client delivery quotas
- Domain Rating, DA, PA & Spam Score
- Keyword rankings & SEO phase tracking
- Agency grouping & management
- Client status (Active / Paused / Archived)
- Monthly status reports per client
- Listing credentials & directory notes
- Strategy notes & activity history
- Backlinks, blogs & citations tabs
- On-Page SEO & AEO task tabs
- Social media post management
- PPC custom fields & history
- Intake forms per client
- Client-level task management
Replace Your Spreadsheets for Good
Nifty Hub gives your agency a structured, searchable client database with campaign tracking, delivery quotas and performance data — all without spreadsheets or disconnected tools.
Explore More Features
Client Management is just one part of the Nifty Hub platform.
Ready to Centralise Your Client Operations?
Book a demo and see how Nifty Hub's Client Management can transform how your agency works.
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