From first contact to long-term client, manage every relationship with ease
Store and organize all your contacts, leads, and client information in one centralized database with powerful search and filtering.
Capture leads from multiple sources and track their journey through your sales funnel with intelligent lead scoring.
Visualize your entire sales process with customizable pipeline stages and drag-and-drop deal management.
Complete timeline of every interaction, conversation, and touchpoint with your clients for context-rich communication.
Track deals from proposal to closing with forecasting, revenue tracking, and win/loss analysis.
Never miss a follow-up with intelligent automation, reminders, and email sequences that nurture relationships.
Built specifically for agencies, with the features you need and none of the bloat
Capture leads from your website, email, and social media automatically. Track every touchpoint and ensure no opportunity slips through the cracks.
Visualize your pipeline, identify bottlenecks, and focus on high-value opportunities. Our intelligent scoring helps you prioritize the right leads.
All client information, communication history, projects, and billing in one place. Your team always has the context they need.
Automate repetitive tasks, follow-ups, and data entry. Spend your time building relationships, not managing spreadsheets.
Grow from 10 to 1,000 clients without changing systems. Our CRM scales with you and keeps your team organized at any size.
Comprehensive reporting and analytics help you understand what's working, forecast revenue, and optimize your sales process.
Everything you need for effective relationship management
Sync with Gmail and Outlook. Track opens, clicks, and automatically log emails to contact records.
Log calls, record notes, and set follow-up reminders. Complete call history for every contact.
Share your availability and let clients book meetings. Automatic calendar sync and reminders.
Organize contacts with custom tags. Create segments for targeted campaigns and better organization.
Create complex filters to find exactly who you're looking for. Save filters for quick access.
Never forget a follow-up. Intelligent reminders based on deal stage, last contact, and more.
Capture the data that matters to your agency. Unlimited custom fields for contacts and deals.
Track conversion rates, revenue forecasts, and team performance. Make data-driven decisions.
Your CRM works with all other AgencyMate features
Convert deals to projects automatically. All client context flows seamlessly into project workspaces.
Track deal values and convert won deals to invoices. Complete financial visibility from lead to payment.
All conversations synced to contact records. Complete communication history in one place.