Solutions / Agencies
One CRM for pitches,
retainers and renewals.
Agencies run several sales processes at once: new pitches, retainers, project work and referrals. Give each its own pipeline and keep everyone informed without buying a Full Seat for each.
The problem
What gets in the way for agencies
Many processes, one pipeline
New business, upsell and renewals get squeezed into the same stages.
Proposals bypass review
Pricing and scope go out before a partner has looked at them.
Seat costs for occasional users
Freelancers and producers need visibility but rarely edit.
Workflow
A proposal workflow
- 01Brief received
- 02Proposal drafted
- 03Partner approval
- 04Sent and tracked
What you get
Built for how this team works
A pipeline per service line
Unlimited pipelines on Business: pitches, retainers, project work and referrals each get their own stages.
Approvals before proposals leave
Route a proposal above a set value to a partner for sign-off.
Light Seats for the wider team
Up to 5 Light Seats per Full Seat, from $3, for people who view and comment.
Pricing
Business fits agencies running several processes.
The pipeline count stops being the constraint.
- Full Seats $30 per month billed annually; 600 agent runs per seat.
- Unlimited pipelines and Unlimited dashboards; departments and approvals included.
- Light Seats from $3 for producers, freelancers and finance.
- Guided onboarding is optional if you want help bringing client data across.
FAQ
Questions from this kind of team
Can I keep each client engagement separate?
Use separate pipelines and departments to organise work. Business includes unlimited pipelines, departments and approvals.
Can freelancers have access?
Light Seats let people view records, comment and report. They cannot create or edit records.
Do volume discounts apply to agencies?
Volume discounts of 5% at 50+, 10% at 100+, 15% at 250+ seats apply to any plan.
Can we start on Team?
Yes. Team includes 3 pipelines; move to Business when you need approvals, departments or more pipelines.
Other solutions
Run every client process
in one place.
Bring your team.
Bring your data.
Bring your ambitions.
- No hidden AI credits.
- No mandatory setup fees.
- Transparent pricing.