Every Feature You Need

Every Tool. One Login. Zero Duct Tape.

From campaign builder to advertiser ROI reports, email sequences to QR scan tracking — everything is built in. No integrations required.

9x12 Agency CRM dashboard preview

20+

features in one subscription

9 tools

replaced by one login

$0

platform fees — ever

1 day

to launch your agency site

Agency Tools

Run your campaigns end-to-end

Everything you need to build, sell, and manage 9x12 direct-mail campaigns — without switching apps.

Visual Campaign Builder

Design your full 9x12 postcard layout with preset templates. Auto-spaced ad slots, mixed sizes, industry exclusivity, and one-click print export — all without touching a spreadsheet.

Self-Service Booking

Share your public booking page. Advertisers pick a slot, submit their business info, and pay via Stripe — no back-and-forth. Waitlist management built in for sold-out campaigns.

Pro

Ad Design Marketplace

Industry-tagged Canva ad design templates included on Pro. Send a professional template link to a prospect and close the deal faster — the creative work is already done.

Campaign Groups

Organize multi-zone or multi-month campaigns into named groups with color coding. View aggregate homes reached, fill rate, and revenue. Duplicate entire groups across mail cycles in one click.

Agency Website Builder

Branded site live out of the box — on your own custom domain with automatic SSL (free subdomain included instantly). Favicon, color theme, navigation, SEO settings, and a page builder — hosting included at no extra charge.

Full CRM

Every advertiser, contact, note, invoice, and campaign history in one place. Pipeline view, activity log, contact import, and built-in invoicing — no spreadsheets required.

Subscriptions & Discounts

Turn one-time advertisers into recurring revenue. Set multi-campaign discount tiers; the discount auto-applies at checkout, subscribers are notified when your next campaign opens, and cancellations (with Stripe refunds) are one click.

Advertiser Experience

Give advertisers reasons to rebook

Self-service booking, scan tracking, ROI reports, and reviews — a complete advertiser journey built to increase retention without increasing your workload.

Public Ad Directory

Every booked ad is automatically listed in a searchable public directory on your agency website — offers, coupons, and email-capture leads included. It grows with every campaign, no manual upkeep.

QR Code Tracking

Every ad slot gets a unique QR code. Scans are counted automatically, then the visitor lands on that advertiser's offer page on your site, with a Redeem button through to the advertiser's own link — so every scan is measured and every offer is trackable.

Advertiser ROI Reports

After each mailing, send advertisers a professional campaign report showing total homes reached, QR scans, and campaign timeline — built to earn the rebook conversation.

Review Collection

Automatically prompt advertisers to leave a review after their campaign completes. Reviews are stored in your CRM and displayed on your agency public profile.

One-Click Rebook

Advertisers can rebook from their portal without going through your full booking flow again. Pre-filled details, stored design, and one-click payment.

Advertiser Portal

Advertisers log in to see their active bookings, campaign status, QR scan stats, invoices, and rebook options — reducing support requests and increasing transparency.

Analytics & Tracking

Data that proves your value

Track what matters — scans, revenue, fill rates — and share it with advertisers in a professional report that makes renewing the obvious choice.

Campaign & Pipeline Reports

Track revenue by campaign, by group, or across your entire book of business. Pipeline report shows forecasted vs. collected revenue at a glance.

QR Scan Analytics

Per-slot scan counts with daily breakdown. Export-ready data to include in client reports. Proof that your postcards drive real engagement.

Performance Reports

Send branded performance PDF reports to advertisers with one click. Include QR scans, homes reached, campaign dates, and a renewal CTA.

Secure Row-Level Data

Every agency sees only their own data. Row-level security on every table, card payments handled by Stripe (PCI SAQ-A compliant), and TLS encryption in transit.

Growth & Retention

Automate your follow-up — forever

Email sequences that fire automatically based on booking events, mail dates, and campaign completion — no Mailchimp, no Drip, no extra subscription.

Email Sequences

Automated email sequences triggered by booking confirmation, mail date, post-campaign, or renewal timing. Write the message once with dynamic variables like {{business_name}} and let it run.

Trigger-Based Delays

Set sequences to fire immediately, after N days, or N days before a campaign event. The platform processes sends every hour — no manual intervention needed.

Variable Interpolation

Personalize every email with {{business_name}}, {{agency_name}}, {{campaign_name}}, {{mail_date}}, and more — without a separate email marketing platform.

Rebook & Retention Flows

Pre-built sequence starters for post-campaign rebook prompts, waitlist notifications, and performance report follow-ups — ready to activate in one click.

Everything in one subscription

Visual campaign builder
Self-service advertiser booking
Branded website + custom domain
Campaign groups & aggregate stats
Public ad directory
Per-slot QR tracking
Automated email sequences
Advertiser ROI reports
Review collection
Full CRM + invoicing
Canva template marketplace (Pro)
No per-transaction platform fees

Ready to upgrade your workflow?

Join agencies using 9x12 Agency CRM to automate their entire operation — from first booking to advertiser renewal.