Connect your teams, track events, promotions, and keep clients in the loop.

We know marketing firms. We know that each client and project has a different plan for their specific needs. We also know that there is a lot of work that happens behind the scenes that clients may not know about or understand how much time is really spent on each task.

That’s why it’s so important to segment each and every marketing campaign and project in a way that makes sense. Each department should have access to what they need, when they need it, without feeling overwhelmed or confused by data intended for others. To achieve the right balance, you need to have the right tools at your side.

With our marketing software solutions, you can organize your team, workload, projects, and tasks lists, all within a CRM that does it all. We start with a base CRM system that is customized for marketing firms. Then, we integrate features and add automations to give you exactly what your company needs.

Logical Tools for Expert Marketers

At Defined Ventures, we believe common sense matters. That’s why we take a common-sense approach to CRM marketing software.

First, we identify your most common pain points and struggles; then, we create software solutions that address them. From feeling overwhelmed by contacts and leads to missed opportunities to make the sale, our tools and solutions empower you to be a better marketer. CRM marketing software must keep projects flowing, reducing effort in while improving results out. But it should achieve this goal without forcing you sacrifice quality of life or advanced feature availability. We know you work better when you have the information you need close by. Our integrations improve communication between departments with project comments, and keep clients updated with client-facing workspaces.

No more searching through hundreds of emails, digging through local files for forms, or not knowing a client’s status.
Everything – including your team – is now in one place. That’s the power of peace of mind.


How much time is spent updating clients on the status of their project? Put their minds at ease with a client-facing workspace that they can access anytime, anywhere.


Make collaborating on clients and projects a breeze with project-based communication. Handoffs are seamless among your sales team, project managers, and art department.


Collect and organize data from different events and track cohorts accordingly. Strategize social media and email campaigns by targeting a specific event’s email list.


Automate client on-boarding forms to automatically create a client profile and billing schedule in your general ledger system; when a client makes a payment, it automatically updates your CRM.


Send, sign, edit, and store your documents by integrating a document manager, like PandaDoc, with your CRM. All client paperwork is automatically attached to their client profile. No more searching through local files!


See how an event really pays off by integrating your CRM and KPIs to generate cohort information. Upload event data into your CRM and automatically create cohorts with specialized campaigns to target specific clients.


Love a particular software, but need some added features and automations? We’re happy to work with your preferences to find the perfect solution.
Ask us how we can build your ideal system by piecing together the software you love with the features you need – all in one sweet, integrated platform.

Client Status Communication

Improve customer experience and lifetime value.

Clients are the lifeblood of marketing, so it’s important to make sure they’re satisfied with services. When clients don’t know what’s going on or aren’t sure of exactly how your service benefits them, they are more likely to find a new provider. Keeping your clients informed ensures they feel heard, respected, and supported at every step of every campaign.

In marketing, time is at a premium. It isn’t always possible to stay in contact with every client every single day. CRM marketing software can help you maintain that contact and share metrics, knowledge, and updates effortlessly on demand.

Keep your clients in the loop with a client-facing workspace. Here, they can access client-friendly data, so they know exactly what stage their project is in and what is being done. They can also communicate directly through the workspace to leave questions and comments on specific projects, cutting down on unnecessary or excessive emails.

Staying in touch with clients remotely also improves satisfaction by cutting down on projects that culminate with the wrong results. Our client-facing workspace ensures that clients can make corrections, adjust data entry errors, or communicate preferences in real time, keeping your marketing team on track.

Have concerns about data security? Rest assured – any confidential information or communication between your team can still be kept private. Neither DVI360 nor anyone associated with your business has access to communications unless you specifically designate access from the back end.

Organize Client & Project Data

With marketing projects, there are often several hands simultaneously working on a client’s account. Tasks must be passed off, assigned, and organized in a logical and intuitive manner if you want to achieve work process efficiency. When employees have access to smartly designed systems that work how they work, fewer bottlenecks and failed completions occur along the way.

Our intuitive system designs function alongside your employees, supporting their natural work styles instead of forcing changes. From tracking leads to managing projects, creating artwork, editing copy, and executing campaigns, your employees get a full picture of a client’s account, specific project tasks lists, and detailed project information, like statistics. It starts with a client profile; then, you can add on action items or start new projects.

We design CRM software for marketing for easy use and access without sacrificing function. Our platforms let you break down break down each project with task lists and assignments. Logic-driven, humanistic algorithms present data in ways that make sense at a glance, providing easier access to tasks and analysis methods. Every step or task in every project process can be interacted with, adjusted, modified, passed off, or completed on an as-needed basis.

Keep losing files and documents? We can fix that. With DVI’s marketing software, employees can leave comments and attach files to tasks or action items; all communication regarding a specific client can now be contained within their profile. This means no more excessive emails, missing information, or digging through local files to find an attachment. It protects your business, your clients, and every project from beginning to end..

How Our Process Works

A roadmap to business growth.

By partnering with Defined Ventures, we can take your marketing business far beyond even your most positive expectations. It’s all about creating the perfect software for your business, no matter how unique your approach or your needs.

Our platforms accelerate efficiency by combining the best classic marketing software solutions with new, innovative, AI-driven options. From tracking data or custom KPI integrations, our systems let you automate, regulate, and designate your project, so you can focus on more human-specific tasks like closing the deal.

Getting started with your first CRM marketing software system is easy. First, we’ll get to know your business. Then, we’ll work with your feedback and suggestions to adjust, tweak, and hone your platform until it’s just right. We stay with you every step of the way – from exploration through employee training – to make the whole process effortless and painless.

Ready to get started? Follow the instructions below to start your journey to growth.

Submit a Brief

Create Your Wishlist

The road to getting your business organized begins with filling out our contact form. If you are unsure about any of the fields, that’s okay! We just want to get a general idea of your business’ wants and needs.

You'll Hear From Us

Our Software Engineer Team

After we receive your contact information, our Software Engineer Team will reach out to you with any further questions or clarifications.


Let's Meet and Greet

In our onboarding call, we’ll show you a demo of our base template, plus additional integrations and add-on features. This is where we can assess your business needs and customize your CRM to fit.

What to Bring

How to Prepare for Your Call

The main goal of our onboarding call is to determine which features best suit your business. We’ll go over workflow, employee roles, and goals.


We Connect Your System

It only takes us five business days to connect your customized system. We’ll meet again to make sure it’s exactly to your specifications. We then turn it over to you and your team for bug test and approval.

Training + Support

Ongoing Customer Support

We recommend allowing for two weeks of employee training and implementation. We will be available if you have any questions.

So, are you ready? Set, track, and achieve your business goals.