CRM for marketing agencies
Generic CRMs stop at Closed Won. Agencies need the record to carry on into delivery, billing and reporting without re-keying anything.
A CRM for marketing agencies tracks prospects from first call to signed retainer, then keeps working after the deal closes. For an agency, the sale is the start of a monthly relationship, not the end of one. Verbial's CRM does exactly that: a won deal becomes a proposal, a signed proposal becomes an agreement and an invoice, and the company record becomes the client you track time and budgets against.
CRM for Marketing Agencies, done properly.
Pipeline built for retainers
Deals carry a monthly value and a term, not just a one-off amount, so forecast reads as MRR and the proposal inherits the numbers.
Companies become clients
Win the deal and the company record turns into the client you assign a team to, allocate budget to and invoice. It is one record for the whole lifecycle.
Contacts with consent
Every contact stores where consent came from and when. Sequences respect suppression, quiet hours and unsubscribes by default.
Lead intake everywhere
Hosted forms, embeddable forms, booking links and a write API all land leads in the same pipeline with the same rules.
Email and calendar, in context
Connect Gmail and Google Calendar per person. Threads and meetings appear on the deal, with the body retention you choose.
Sales performance
Commissions, activity and win rates per rep; the agency owner sees the whole funnel, each rep sees their own.
What a generic tool cannot model.
Proposals are native
The proposal editor, e-signature and the first invoice are part of the same product, not a Zapier chain across three vendors.
It knows what a retainer is
Deal value, term, per-department scope and overage policy flow into delivery because the CRM understands the business model.
One roster, one permission model
Sales, account managers and directors share the record with roles that match how an agency actually works.
Frequently asked questions
- What is a CRM for marketing agencies?
- A CRM for marketing agencies is customer relationship software designed 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, billing and reporting. Unlike a generic CRM, it is built for recurring monthly revenue rather than one-off purchases.
- Do I need a separate proposal tool?
- No. Verbial's CRM includes the proposal builder, e-signature and invoicing, so a won deal becomes a signed agreement and a first invoice without leaving the 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 dry run before anything is written and a one-click rollback afterwards.
- Is the CRM included in every plan?
- The CRM is included in the Growth plan and above, and available as an add-on to Starter. Every plan includes proposals, time tracking, projects and invoicing.
Try crm for marketing agencies on your own clients.
Free trial, no card. Import from your current tools with a dry run and rollback.