CRM for Marketing Agencies
A CRM for agencies should show next quarter's recurring revenue and hand won clients straight to delivery. In Verbial, the won deal becomes the proposal, signature, first invoice and the client your team works against. Nothing falls between them.
Most CRMs stop at the close and leave you to set the client up again.
- Forecast the way you earn. Deals carry a monthly value and term, so forecast reads as recurring revenue.
- Win and start the same day. The client, contract and first invoice come out of the closed deal.
- Every lead in one place. Forms, your site, booking links and referrals land in one pipeline.
Add proposals and a won deal becomes a signed agreement and first invoice. Nothing falls between.
What it does
Pipeline built for retainers
Monthly value and term on every deal, so forecast is recurring revenue.
Companies become clients
Win the deal and the company becomes the client you invoice.
Contacts with consent
Consent source and date on every contact. Suppression by default.
Lead intake everywhere
Forms, embeds, booking links and leads sent in from other tools.
Email and calendar in context
Gmail threads and Calendar meetings on the deal, per person.
Sales performance
Commissions, activity and win rates per rep.
Plans
Which plans include the CRM?
In every plan, from the first day of your 14-day trial. Annual billing is about 17% lower.
| Plan | From | CRM |
|---|---|---|
| Pro | $99/mo | Included |
| Enterprise | Custom | Included |
Works with
Better together, and nothing falls between them.
Proposals
Add the CRM and every proposal starts from the deal's value and term.
Invoicing
Add time tracking and hourly invoices pull from approved entries. Deleted lines return to unbilled.
Time tracking
Add invoicing and approved hours become invoice lines for hourly clients and usage statements for retainers.
Questions
What is a CRM for marketing agencies?
A CRM built around retainer sales. It tracks prospects through a pipeline, turns the won deal into a proposal and contract, and keeps the client record alive through delivery and billing.
Do I need a separate proposal tool?
No. Proposals, e-signature and invoicing are included, so a won deal becomes a signed agreement and first invoice in the same product.
Can I import from HubSpot or Pipedrive?
Yes. The migration hub imports companies, contacts, deals and owners from HubSpot, Pipedrive, Salesforce, Close and Zoho, with a preview first and one-click undo.
Which plans include the CRM?
Every plan, from the first day of the trial. Pro includes three pipelines, ten forms and ten workflows, with more as add-ons; Enterprise has no limits.
Agency operating software
Start with the CRM. Add the rest when it earns its place.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.