CRM for agencies
Win more clients without adding more sales admin
Salesflare is the B2B CRM for marketing, digital, development and creative agencies. It captures customer data and interactions automatically, so new business keeps moving.
New business, kept moving
Keep new business moving
Keep client deadlines from burying your next deal. Reminders, tasks and a shared pipeline make follow-up part of the working day.
How to set up auto reminders
Automatic relationship capture
Capture relationships automatically
Log emails and meetings automatically. Get suggested contacts and accounts, enriched from email signatures and public sources.
How to use account suggestions
A clear agency pipeline
See the path to a signed client
Move from lead to discovery, proposal and won business. Customize stages, track service and value, then hand signed work to your delivery tools.
How to set up your pipeline
Team connections
Find the connection that opens doors
See who knows someone at a target company and how well. Coordinate introductions with the colleagues who already have a relationship.
How to explore team relationships
Relevant, personal follow-up
Make follow-up personal, even at scale
Personalize templates and Pro email sequences for warm opportunities. Share relevant work and stop the sequence when someone replies.
How to send email sequences
Agency sales reporting
Know what generates new business
Track win rate, revenue and sales cycle. Compare sources, services and lost reasons with Pro custom dashboards.
How to customize reporting
Customer experience
An agency team that wanted to use its CRM
For digital agency Gobvio, adoption made the difference.
“First time my sales team said “I love the CRM” - something I had never heard before.”
Steve Baltodano, CEO at Gobvio
Get started
Set up your CRM in four steps
- Connect the team
Link business inboxes and calendars, then invite the people handling new business.
- Define your stages
Mirror discovery, proposal and negotiation. Decide what qualifies a lead.
- Record the source
Add service, referral source and owner so each opportunity has context.
- Review weekly
Check next actions, unanswered proposals and stalled deals before they go cold.
Is Salesflare right for you?
Good fit
B2B marketing, digital, development and creative agencies winning clients through relationships and proposals.
Less good fit
Agency operations. Keep project delivery, time tracking, resource planning and invoicing in your existing tools.
Frequently asked questions
Is Salesflare only for marketing agencies?
No. Salesflare also fits digital, development and creative agencies selling services to businesses.
Can we track retainers and repeat work?
Yes. Track new engagements and recurring revenue in Salesflare. Keep project execution and billing in your delivery tools.
Which plan includes automated follow-up sequences?
Pro includes multi-email workflows and custom dashboards. All plans include automatic data capture and Gmail / Google Workspace and Outlook / Microsoft 365 integration.
How do we share new business between agency partners?
Assign an owner to each opportunity and keep contacts, conversations and next steps in the shared account history. Partners can coordinate outreach without forwarding every email.
Can we follow up on proposals without chasing replies?
Use reply reminders for personal emails or Pro sequences for planned follow-up. Sequences can stop when a prospect replies, so check the conversation before sending your next message.
Pricing
Automatic data capture is included on all of our CRM plans.
Starting from
$29
We're here for you
Not sure how to do something or facing a problem? Our team knows the software through and through, plus there's always a developer standby.
