Pipeline, proposals, retainers and renewals for agencies
CRM for agencies
New business tracked from lead to signed proposal, clients with their retainers, renewal dates and account health, projects handed off cleanly and a revenue forecast built from retainers and pipeline rather than hope.
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Retainer: the marketing and creative agencies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. Retainer carries retainers, MRR and renewals on a 12 month strip, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the marketing and creative agencies demo on its own page.
Who this is for
Built for marketing and creative agencies
Marketing, SEO, web, design and digital agencies with 3 to 60 people who track new business in a spreadsheet, send proposals from Google Docs and find out a retainer is ending when the client emails.
Proposals that track themselves
Scopes and pricing from your service catalogue, sent as a web page or PDF, with views tracked and electronic signature, converting to a client account on signing.
Retainer and renewal management
Every retainer with its value, term and renewal date, a renewal pipeline 90 days out and account health flags from activity and satisfaction.
Referral partners
Partners who send work, the deals they introduced and the commissions or reciprocal referrals due, reported quarterly.
Revenue forecast
Committed retainers plus weighted pipeline by month, so hiring and capacity decisions are made on numbers.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Lead
- Discovery call
- Proposal sent
- Negotiation
- Signed
- Onboarding
- Active retainer
- Renewal due
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Xero, QuickBooks or FreshBooks
- Project tools (Asana, ClickUp, Monday, Teamwork)
- Gmail or Outlook
- Calendly
- DocuSign or built in signing
- Slack notifications
Questions we get asked
How much does an agency CRM cost?
An agency CRM with pipeline, proposals, client accounts, retainers, renewals and forecasting is typically 7,900 to 12,900 US dollars fixed, delivered in five to seven weeks. A pipeline and proposal tool on its own starts at 4,900. There are no per-user fees for the whole agency, including freelancers and contractors.
Can it generate proposals?
Yes. Proposals are built from your service catalogue with scopes, pricing and optional extras, sent as a branded web page or PDF, tracked for opens and time on page and signed electronically. A signed proposal then creates the client account, the retainer and the onboarding tasks by itself, so nothing is rebuilt by hand after the win.
Does it connect to our project management tool?
Yes. A signed deal creates the project in Asana, ClickUp, Monday or Teamwork with the scope attached, and project status can be shown on the client account. Time and cost recorded in those tools can be pulled back in, so account profitability is reported against what was actually sold rather than estimated later.
Will it help us keep clients longer?
That is the point of the account health and renewal features. Renewals appear 90 days out, account managers see activity gaps and satisfaction scores, and a renewal sequence runs so conversations happen before the client has decided to leave. Client feedback scores are requested quarterly through the CRM and logged on the account, so account health is based on what the client says, not only on what your team notices.
Tell us how your marketing and creative agencies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.