Industry edition · Marketing Agency

CRM for Marketing Agency

Lead → pitch → retainer

14-day free trial · No card required · Cancel anytime

Speaks your language

No mental translation from generic CRM jargon — the Marketing Agency edition relabels the whole workspace in the words your team already uses.

Your top-of-funnel recordProspects
Your conversion objectRetainers
What you sellService
The money termBudget

And when a prospect says yes, your team doesn’t “convert” — they win.

A pipeline shaped for Marketing Agency

Your Kanban board arrives pre-labelled with the stages prospects actually move through — and every label stays editable per workspace.

New LeadContactedBrief ReceivedPitch SentNegotiationRetainedDeclinedLost

Built-in modules

Every edition ships the full core CRM — leads, campaigns, telecalling, appointments, automation, webforms, payments and analytics are always included.

All core CRM modules — leads, campaigns, telecalling, automation, analytics and more — are included in every industry edition, on every plan.

Run your prospects the way Marketing Agency actually works

Pick the Marketing Agency edition at signup and your workspace opens already speaking your language — vocabulary, pipeline and modules included.

14-day free trial · No card required · Cancel anytime