# CRM for agencies > CRM for marketing, digital, development and creative agencies. Automate CRM data entry and keep new-business opportunities moving with Salesflare. Source: https://salesflare.com/customers/agencies Language: en --- ## 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. [Try it for free](https://app.salesflare.com/#/signup/) Book a demo ![Salesflare rating](https://salesflare.com/assets/imported/49daebf341dfd575a040.svg) **4.8/5** based on 400+ reviews ![Salesflare and Gmail icons beside a person checking their phone](https://salesflare.com/assets/imported/f82d77126f12b0ad1b56.avif) ## 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](https://howto.salesflare.com/en/articles/2436745-will-salesflare-remind-me-when-to-follow-up) ![Follow-up reminders for active sales opportunities](https://salesflare.com/assets/imported/5b30dd77c22b746c8a89.avif) ## 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](https://howto.salesflare.com/en/articles/7048067-how-and-why-does-salesflare-suggest-accounts) ![Suggested contacts and accounts in Salesflare](https://salesflare.com/assets/imported/c1808c9a319c390eba65.webp) ## 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](https://howto.salesflare.com/en/articles/624720-how-do-i-best-set-up-my-sales-pipeline) ![Sales opportunities organized in a visual pipeline](https://salesflare.com/assets/imported/33e80d206bbef7cc6c72.avif) ## 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](https://howto.salesflare.com/en/articles/10267119-how-can-i-explore-my-team-s-relationships) ![Team relationship network for an account](https://salesflare.com/assets/imported/043497bdb411b14992a6.webp) ## 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](https://howto.salesflare.com/en/articles/3749723-how-do-i-send-an-email-workflow) ![Personalized email workflow in Salesflare](https://salesflare.com/assets/imported/f6d96630a249e57e0d03.webp) ## 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](https://howto.salesflare.com/en/articles/5511505-how-can-i-make-custom-dashboards-reports) ![Custom sales reports in a dashboard](https://salesflare.com/assets/imported/a9f0d5b99b053c253c55.avif) ## 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 1. 01**Connect the team** Link business inboxes and calendars, then invite the people handling new business. 2. 02**Define your stages** Mirror discovery, proposal and negotiation. Decide what qualifies a lead. 3. 03**Record the source** Add service, referral source and owner so each opportunity has context. 4. 04**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 /month [View plans](https://salesflare.com/pricing) ## Explore more for your team ### [Agency CRM comparison](https://blog.salesflare.com/best-crm-for-marketing-agencies) Compare agency CRM options and their trade-offs. Read more → ### [Customer experiences](https://salesflare.com/customers) Read Gobvio’s testimonial and other published customer proof. Read more → ### [LinkedIn integration](https://salesflare.com/lead-generation/linkedin-crm-integration) Bring prospects from LinkedIn into your new-business process. Read more → ## 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. Book a call[Contact our team](mailto:support@salesflare.com) ## Track your sales better with Salesflare [Try it for free](https://app.salesflare.com/#/signup/) 30 days free trial.  No credit card required