The CRM for agencies
New-business acquisition, existing clients, upsells — with separate pipelines and a team that sees the same state of play.
Get startedMultiple pipelines, clear processes
Acquisition, onboarding and existing business as separate pipelines with their own stages — each with a clean status model instead of spreadsheet chaos.
The whole team on one page
Workspaces with roles and permissions, every email and call on the deal, team chat inside the Cockpit — handovers without friction.
Acquisition that scales
Import leads or collect them via funnels, work lists in the power dialer, automate sequences — measurable through to the close.
Offers in agency quality
Offers and contracts with your branding, line items and digital signature — created in minutes, straight from the deal data.
Frequently asked questions
Can we separate client areas cleanly?+
Yes — via separate workspaces or separate pipelines, depending on how strict the separation needs to be. Members only see what they are invited to.
How do we keep track of many parallel deals?+
Pipeline board with stages and status, smart views for filters like “no contact in a while”, a KPI dashboard — and AI summaries per deal on demand.
Can the Cockpit connect to our tools?+
External systems connect via webhooks (in and out) and the REST API; lead imports also work via CSV.
What does it cost for a team?+
Plans and included seats are listed transparently on the pricing page — workspaces scale from a small team to a larger agency.