Agency sales CRM
A CRM built for marketing agencies
Multiple pipelines, editable lead records, a drag-and-drop Kanban board, a full per-lead activity trail and win/loss tracking — all scoped per client. Sign in to open your CRM, or see how it works.
Agency sales CRM
A marketing agency lives or dies by its pipeline, yet most teams track deals in a spreadsheet or bolt on a generic CRM that knows nothing about how an agency works. The CRM workspace in AI Marketing Dashboard is built into your console with multiple pipelines, fully editable lead records, a drag-and-drop board and a complete activity trail behind every deal — all scoped to the client you are working on. It is where new business moves from a first conversation to a signed retainer, without leaving the workspace your team already runs on.
Agencies rarely sell one thing through one process. A retainer deal, a one-off project and a referral all move differently — so the CRM lets you run several pipelines side by side, one per service line, deal type or client, instead of forcing every opportunity through a single rigid funnel. Each pipeline carries its own stages and its own leads, so the path a deal follows matches how that work is genuinely won.
Navigation is built for a multi-pipeline reality. You start at an all-clients overview, drill into a specific client to pick the pipeline you want, then drop into a list or board view of that pipeline before opening a single lead in full detail. Create, rename, duplicate or archive a pipeline whenever your sales motion changes — the structure bends to your process rather than the other way around.
Open a lead and everything about it is editable in place — the name, title and company on the header, and the Contact, Company and Deal cards beneath. Reassign the owner, fix a phone number or update a deal value without ever leaving the record, and capture a brand-new opportunity through a focused Add/Edit Lead modal that drops it straight into the right pipeline and stage.
Because no two agencies qualify deals the same way, you define your own workspace-wide custom fields — text, number, date or single-select — and they appear on every lead automatically. Track the budget band, the referral source, the contract length or whatever signal actually predicts a close for your business, so your CRM holds the data you sell on rather than a fixed set of fields someone else chose.
See a pipeline as a Kanban board and drag a lead from one stage column to the next as the deal progresses — the visual, tactile way most teams want to work a pipeline. Switch to a list view when you would rather scan or sort, and reach the same leads either way. The board makes the state of your new business legible at a glance: what is stuck, what is moving and what is close.
The stages are yours to design. A CRM Settings panel lets you add, rename, delete and reorder stages and give each one a color and a kind — open, won or lost — so the workflow mirrors your real sales steps. Those kinds are not cosmetic: they tell the CRM which columns mean a deal is still live, which mean it closed, and which mean it walked, which is what drives the win/loss tracking and the convert controls.
Each lead detail opens onto its own working tabs — an Activity log, Messages for email and SMS, Schedule for calls, and Files. Log a note from the last conversation, send a message, schedule a follow-up call or attach a proposal, and it all sits with the deal it belongs to instead of scattered across inboxes and someone's memory. When a teammate picks the lead up, the full history is right there.
Every meaningful action — a note added, a message sent, a call scheduled, a file uploaded, a stage move, a conversion — is written to the activity feed and attributed to the real signed-in user, so the record reads like an honest timeline of who did what and when. That history is durable in every mode, so it survives a reload and is still there the next morning. The deal's story is the record, not a reconstruction.
An agency manages new business for a roster, not a single company, so the CRM scopes to the active client by default. Pick a client and you see that account's pipelines and leads; switch to an all-clients overview to read the whole book of new business at once. Your team never has to wade past a dozen other accounts to focus on the one in front of them.
Working at volume is built in too. Bulk-select rows to move several leads to a new stage, copy them or delete them in one action, and copy and paste leads between pipelines when an opportunity belongs somewhere else. The same per-client scoping the rest of the console uses is what lets one workspace serve many clients without any account's deals bleeding into another's.
Because every stage carries a kind, the CRM knows exactly when a deal is won or lost. Drop a lead into a won stage and the convert action marks it converted; move it to a lost stage and it is recorded as closed-lost. The win and loss CTAs surface on the lead itself, so closing a deal is a deliberate, tracked step rather than an edit that quietly disappears.
Those outcomes roll up per pipeline, so you can see how new business is actually converting across each service line or deal type instead of guessing. Knowing your win rate by pipeline is what turns a list of opportunities into a sales picture you can plan around — which deals to chase, which motion is working, and where the pipeline is leaking before it costs you the quarter.
