Grow Your Agency with
Pipeline CRM

Agencies should use CRM software to unify the team’s communication and workflow.

• Stronger collaboration: CRM is a hub that syncs all internal and external communications and projects, enabling your team to eliminate redundancy, delays, and confusion.

• Stellar client management: CRM neatly organizes customizable client and project data, such as personal data (e.g., job title and company size), preferences (e.g., design and communication methods), and past sales history (e.g., prices, quantities, and purchasing behavior). 

• Better sales processes: CRM gives a 360-degree view of all leads in the pipeline, allowing you to prioritize and nurture the leads based on their unique situations.

Pipeline CRM is customizable—no matter what agency you’re running (marketing, design, or others), you can tailor it to support all your sales needs. For instance, you can change the deal stages, add recurring custom fields, and assign permissions to specific users only.

Additionally, the simple navigation system ensures everyone can easily adopt it, eliminating first-time user friction and saving you more bucks!

💡 After adopting Pipeline CRM, many agencies have successfully scaled their business by winning more bids. Read the stories here.

The best Pipeline CRM features for agencies include: 

• Team management: by sharing the same data repository, you’ll always know who handles which leads, the team’s capacity, progress, and struggles. Everyone is on the same page regardless of their roles or workplace.

• Advanced automation: win more time to nurture leads instead of doing tedious work. With Pipeline CRM you can automate recurring tasks, repeated orders, and drip emails triggered by time or actions.

• Broad integration options: from setting up email campaigns with Mailchimp to generating invoices with QuickBooks to connecting to LinkedIn with Zapier, continue using apps that work for you in Pipeline.