B2B sales pipeline
Agency Sales CRM
A sales pipeline your reps actually use — with click-to-call, calendar sync and attendance built in.
A focused sales CRM for agencies and service businesses that sell several services. Track every prospect on one pipeline, call with one click, schedule callbacks straight into Google Calendar, and keep a permanent, time-stamped record of every conversation.
6 days free · cancel anytime · we set it up for you
Any feature you need, added and customized for you.
Illustration · sample data
- Reps forget callbacks and hot prospects go cold
- No one knows who owns which prospect
- Notes get edited or deleted and history is lost
- Remote team attendance is on the honor system
- Marketing & AI agencies
- B2B service companies
- Inside sales teams
Agency Sales CRM replaces the spreadsheets, sticky notes and disconnected tools with one system.
Take Agency Sales CRM for a spin.
This is a working mini-version with sample data. Go ahead and click things.
Drag a card, or tap the arrow to move it forward.
The whole journey, in one place
- 01New
- 02Contacted
- 03Video meet
- 04Proposal
- 05Won
Everything you need, nothing you don't.
One pipeline, every service
Sell multiple services from one board. Each prospect is tagged with the service it's for, and new services never need a developer.
Click-to-call
Phone numbers are formatted so a single click dials through your softphone.
Callbacks in Google Calendar
Schedule a callback and it appears on the rep's Google Calendar automatically.
Permanent notes & timeline
Every note is time-stamped, signed by its author and can't be deleted — a real record of every deal.
Priority & ownership
Color-coded priority from Urgent to Nurture, plus clean ownership transfer between reps, all logged.
Photo attendance
Staff check in and out with a quick camera photo. Weekly and monthly attendance reports arrive by email.
Need a feature that isn't listed? We'll build it.
Agency Sales CRM isn't a fixed, one-size-fits-all package. Tell us how your business works and we'll add any feature you need, customized to fit your team.
- New features built on request
- Your own fields, stages and reports
- Your branding, roles and permissions
- Connections to the tools you already use
Questions, answered.
It works with any softphone that supports click-to-call links, including browser dialer extensions.
See Agency Sales CRM working for your business.
Try any of our CRMs free for 6 days and cancel anytime. We'll set it up for your business so your team can use it for real.
Need a feature that isn't listed? Tell us and we'll build it into your CRM or app, customized to the way you work.