CRM for marketing agencies
Enquiries, briefs and projects in one pipeline.
What usually goes wrong
- Long negotiations with details spread across email
- Several projects for one client at different stages
- Past clients are never contacted again
How Pipevale handles it
- ✓Pipeline: lead → brief → proposal → negotiation → contract
- ✓Automatic follow-up tasks when a proposal is sent
- ✓Segments and campaigns to past and current clients
- ✓Reports by channel and by manager
Try it on your own data
14 days free, no credit card. Import a CSV and the pipeline fills in minutes.
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