SEO Agency Management Software: Run Every Client, Hour, and Dollar in One Place
For SEO agency owners with a team, monthly retainers, and no clear view of profit.
Lumea Direct is SEO agency management software built inside a working SEO agency. One Dashboard shows every client's progress, the work nobody owns, and what the agency netted this month. Plans start at $143 a month, with unlimited team seats.
It's the 18th, and a client emails to ask how the month is going. You open a spreadsheet, then ClickUp, then Slack, then your writer's Google Doc. Twenty minutes later, you still aren't sure where the month stands. You also can't say whether this client made you any money last month. Lumea puts both answers on one screen, before your client finishes the next email.
What Is SEO Agency Management Software?
SEO agency management software runs the business side of an agency. It tracks clients, monthly deliverables, team hours, and profit per client, all in one account. Lumea replaces the 3 or 4 spreadsheets most agencies keep. It works next to your research tools like Semrush and Ahrefs, never in place of them.
Your research tool tells you where a client ranks. It can't tell you which writer owns this week's blog post, or whether the fee still covers the hours. Those answers usually live in Google Sheets, a project board, and your own head. Nobody else can see them.
Lumea puts those answers on screens your whole team shares. Your rank tracker stays for keywords and positions. Lumea covers the month's work, the hours behind it, and what each client earns you. Seats are unlimited, so adding a writer, a VA, or a contractor never raises your monthly bill.
Your research tool
Where each client ranks in Google.
Lumea Direct
How the agency behind the rankings runs.
What Does the Lumea Dashboard Show You?
The Lumea Dashboard shows where your whole agency stands on one screen. It opens on 3 numbers. You see the month's items done, the items with no owner, and what the agency netted. Each number comes from the same math as the reports behind it. The Dashboard and the reports never give you two different answers.
Every planned item across every client, done against the month's total.
Work nobody owns yet, counted item by item, so nothing waits in silence.
Income minus client costs, team pay, and agency expenses, for the month so far.
Net on the Dashboard means income minus client costs, team pay, and agency expenses. It matches the Money report down to the dollar. Check it with your morning coffee, and you'll know which client needs a push before your team logs in.
How Does Lumea Run a Month of SEO Work?
Lumea runs each month of SEO work in six steps, from the plan to the report. Pick a client's service tier, and every deliverable appears for the month. Planning a client's month takes about 10 minutes, down from 30 to 40 by hand. Then you hand each item to the person doing it.
- 01Plan
Pick the service tier, and every deliverable becomes its own item.
- 02Push
Move rows from the client's topical map into this month's work.
- 03Assign
Give each item an owner, from blog posts to reports to one-off fixes.
- 04Work
Each person sees what's due this week, across every client.
- 05Track
The pace line shows who's on pace and who's behind, counted in working days.
- 06Report
Finished work, with live links, flows into the client's monthly report.
Content is one part of the month. You build your own deliverable categories. A tier can hold page optimizations, Google Business Profile posts, citations, and the monthly report. Every item gets its own owner and status. Split a row across three people, or give it all to one. Smaller to-dos sit in each client's Tasks panel.
The loop repeats every month, and each month starts from the plan you already built. To start, open Deliverables and click Plan month. Lumea walks you through each client in turn, so no account gets skipped.
Example data from the Northline Digital demo agency.
How Do You Track Every SEO Client in One Place?
Lumea tracks every SEO client on one roster, with its own page for each client. The Deliverables page shows every client's month at once. Each row carries a percent done, a pace line, and an owner on every item. By the 10th of the month, you'll know who's on pace, who's behind, and who has nothing done.
Each client page holds seven tabs. Overview puts pinned notes up top, so a standing rule like email-only contact greets you every time. The Notes tab keeps a dated list, stamped with each author. Content tracks publish dates and index status. Your sales list lives here too, since the Pipeline holds every business you're trying to win.
How Does Lumea Handle Topical Maps and Deliverables?
Lumea imports a client's topical map from a spreadsheet in about 5 minutes. Each row becomes a planned page, grouped by silo. Push rows into a month, and they turn into deliverables with an owner and a status. Once a page goes live, its item holds the live URL.
Most agencies keep the map in one sheet and the tasks in another tool. By month three, the two don't match, and every status meeting starts with somebody updating a sheet. Nobody knows which pages are left, or who was supposed to write them.
In Lumea, one map shows every page as done, in progress, or still waiting for a writer. Pushed pages sort into the right category on their own. Silo pages, blog articles, and supporting articles each land in place. To upload a map, open a client and click the Topical map tab.
Example data from the Northline Digital demo agency.
How Does Time Tracking Work for an SEO Agency?
Every hour logged in Lumea carries a client, a work type, and the pay rate on the day. Rates lock the moment an entry closes. A raise next month never rewrites what last month cost you. Pay periods run weekly, every two weeks, twice a month, or monthly, and the owner approves each one.
Your team clocks in by client, with one open timer per person, so nobody logs the same hour twice. Owners see everyone's hours by client and by person. Log your own client work too. Skip it, and every client looks more profitable than it really is. Lumea isn't a payroll service, so pay still runs through your payroll provider.
How Do You See Profit Per Client in Lumea?
Lumea shows profit per client with one formula. Take the monthly fee plus one-time fees, then subtract client costs and the cost of logged time. Salaried time counts at annual salary divided by 2,080 hours. So a $52,000 salary costs $25 an hour, on every client it touches, every month.
Here's the result from the Northline Digital demo agency. Bayside Chiropractic and Miller Physical Therapy each pay the agency $1,200 a month. Bayside took 30.8 hours and left $521. Miller took 7 hours and left $1,027, or $171 an hour against Bayside's $39.
The client filling your calendar was the weakest account on the roster. To see yours, open Reports, then Team. Read the Client profit column, and check the flag on any client whose hours swing against its 6-month average.
Example data from the Northline Digital demo agency.
What Do Your Clients See in Lumea?
Your clients see two things in Lumea: a monthly report and their own lead tracker. The report pulls the month's Google Search Console numbers for the client's site. It also lists the month's finished work, each item with its live link. Building one takes about 5 minutes, down from 35 by hand.
Each client can also log in to track the leads your SEO work brings them. Website form emails and GoHighLevel forms land there as leads. Name, phone, and service arrive filled in. You'll see whether they followed up before anyone blames the SEO. Clients can export their own data any time, so nobody feels locked in.
What Does Lumea Replace in Your SEO Agency's Stack?
Lumea replaces the spreadsheets, project board, and time tracker most SEO agencies stitch together. It doesn't replace your research tool. Lumea doesn't track rankings or crawl sites, so Semrush or Ahrefs stays in your stack. Of the 9 jobs in the table below, Lumea covers 7.
| Job | What most agencies use today | In Lumea |
|---|---|---|
| A daily view of the whole agency | Your head, or a Monday meeting | Yes, the Dashboard |
| Keyword research and rank tracking | Semrush or Ahrefs | No, keep your tool |
| Monthly deliverables and assignments | ClickUp, monday.com, or a spreadsheet | Yes, built on service tiers |
| Topical maps | One spreadsheet per client | Yes, imported and pushed into months |
| Time tracking and pay periods | A time app plus a spreadsheet | Yes, tied to each client |
| Profit per client | A spreadsheet, if anyone builds one | Yes, on the Team report |
| Client reports | AgencyAnalytics or hand-built slides | Yes, SEO work plus Search Console |
| Lead tracking for clients | Your client's inbox | Yes, a login for each client |
| Invoicing and books | Your accounting software | No, keep your tool |
Put Lumea next to what you pay today, and the question changes from price to profit. Separate tools each show you one slice of the work, from rankings to tasks to hours. You still stitch the answer together by hand.
None of them sees the fee, the hours, and the pay rate together. Lumea does, and it shows the answer on the Dashboard every morning.
How Long Does It Take to Move Your Agency Into Lumea?
You can move an agency into Lumea one client at a time, starting on day one of the trial. The Agency Migration Kit comes with every plan and includes 4 ready-to-fill spreadsheets. Each one loads with an Import button, so nobody retypes a client list by hand.
- Your client listLoads on the Roster page
- Your sales listLoads on the Pipeline page
- A client's topical mapUploads from the client's Topical map tab
- A client's past leadsLoads on the client's Leads page, one file per client
Start with your biggest client, since it usually takes the most hours. Add it, pick its service tier, and assign an owner to each deliverable. Then log a week of time against it from everyone who touches the account. Before your 14-day trial ends, you'll see its real profit. Every plan and yearly price sits on the Lumea Direct pricing page.
Run the Business Around the SEO Work
Michael Gleed built Lumea Direct inside his own SEO agency. For years, his client facts sat scattered across Google Drive, Docs, Sheets, and the notes app on his phone. Now the agency runs on Lumea every day. It covers the month's plan, the hours, and the profit on each client.
Start your 14-day free trial with no card and no sales call. Not ready yet? Run your top 3 clients through the free Client Profit Calculator first. The payoff is knowing which clients to raise, keep, or drop, instead of guessing from the fee.
Questions About SEO Agency Management Software
Does Lumea replace Semrush or Ahrefs?
No. Lumea doesn't track rankings, backlinks, or site health, so you keep your research tool for rank checks and audits. Lumea reads search data from Google Search Console, a free Google tool. Your research tool finds the keywords. Lumea runs the monthly work behind them, from the plan to the report.
Do I need a CRM for an SEO agency?
You need one place for every prospect, client, and follow-up. The Oregon Small Business Development Center Network says a CRM puts day-to-day business functions in one place. Lumea's Pipeline holds your prospects. Your client roster sits right beside it, in the same account.
Can I run an SEO agency on spreadsheets?
Most agencies start with 2 or 3 clients on spreadsheets. Trouble starts when hours, deliverables, and fees sit in three separate files nobody keeps current. The SBA's guide to managing your business suggests comparing each part of a business on its own. For an agency, every client is its own part.
Does Lumea run payroll?
No. Lumea tracks hours, rates, and pay periods, and the owner approves each period. Pay still runs through your payroll provider. The Department of Labor's FLSA recordkeeping fact sheet sets the rule. Employers must keep payroll records for at least 3 years, so keep your provider's records too.
Is SEO still worth doing in 2026?
Yes. Google says its AI search features run on the same systems as regular search. Its generative AI guide says standard SEO practices still apply. Agencies doing the work every month, and proving it with reports, still win and keep clients.
