CRM for agencies
The CRM for agencies that want to win more projects
An agency lives on new business, yet sales follow-up always comes second to client work. CRMlead keeps every prospect moving: a dated next action, emails in the right place, and a pipeline the whole team understands.
From brief to proposal, with nothing slipping through
A prospect fills in your website form: they go straight into CRMlead, with their message, and get a next action. Another writes to the agency's inbox: connect your Gmail or Microsoft 365 mailbox and the conversation files itself on their lead.
Every morning, “My actions today” tells each person who to call back, who to chase and which proposal is awaiting an answer. Anything overdue rises to the top.
- Contact form linked to the CRM
- Emails automatically attached to the right lead
- A dated action on every open deal
AI reads the conversation, you stay in control
On every lead, the AI analysis summarises the conversation, picks out what the client expects and suggests a draft reply. The draft never goes out on its own: it leaves “to complete” markers wherever information is missing, and sending is blocked until they are filled in.
Your conversations are never used to train any AI.
One team, one pipeline
The kanban pipeline shows every deal in the agency, by stage and by amount. Filter by owner or by team, and reassign a lead in one click when someone goes on holiday. The team agenda shows who is free for a meeting, without revealing the details of anyone's diary.
The statistics track the conversion rate, lost reasons, the channels that bring in the best clients and the quarterly forecast, per person or for the whole agency.
- Up to 5 users on Pro+
- Team view in the pipeline, the agenda and the statistics
- Targets and forecast
Meetings that book themselves
Share your booking link in your emails and on your website: the prospect picks a free slot and receives the confirmation and a calendar invitation. If they need to move it, they do it themselves from the email.
For a discovery call or a pitch, you can also offer three dates from the lead record: they click the one that suits them.
FAQ
How much does CRMlead cost for an agency?
Free up to 50 leads for one user. Pro: €19 a month excl. VAT, unlimited leads, 1 user. Pro+: €39 a month excl. VAT for up to 5 users. Two months free on annual billing, with no commitment.
Does CRMlead replace our project management tool?
No: CRMlead stops at the signature. It tracks prospects and proposals; delivery stays in your project tool.
Can we import our contacts from another CRM?
Yes. Exports from noCRM.io, Pipedrive and HubSpot are recognised, as is any Excel or CSV file. A preview flags duplicates before the import.
Does our data stay ours?
Yes. Full export at any time, no reselling of data, no advertising, and no AI training on your conversations.
The agency's next deal starts here.
Create the account in a minute, and invite the team when you're ready.