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CRM for a marketing agency

Clients, projects, and team tasks in one system. You can see which channel brings you clients.

What gets in the way of selling

Projects live in chats and spreadsheets

Agreements in chats, tasks in notebooks, deadlines slip. Projects are run by stage with owners and deadlines.

Unclear which clients are profitable

Every client looks the same until you count. The finance module shows incoming payments for each one.

You do not count your own leads

The agency runs analytics for clients, but not for itself. Inquiries from every channel, with sources, gather in one funnel.

A turnkey setup

What the CRM setup for your industry is made of. The system creates the base part at registration.

Fields on the card

  • Service type
  • Project budget
  • Timeline
  • Assigned manager
  • Project stage
  • Lead source

Directories

  • Track → service → rate
  • Clients and projects
  • Team and roles

Channels we connect

Modules

  • Sales funnel
  • Projects and tasks
  • Finance and receivables
  • Documents
  • Analytics by source

An AI agent for your scenario

The agent takes incoming inquiries, clarifies the brief, budget, and timeline, and hands the manager a prepared brief. Call review helps see where deals are lost at the service-sales stage.

Other industries

Real estate Online store Training center Medical center and clinic

We will set up the CRM for your business free for 14 days

We will show the system on your processes, connect messengers and telephony, and set up an AI agent on your price list.

Workspace opens immediately · 14 days free · no card