Service Overview

Built specifically for digital agencies running paid campaigns across Meta, Google, and other platforms, our CRM pulls every lead onto one simple board — no more spreadsheets, and no more leads lost between an ad click and a sales follow-up.

We start from a proven CRM and customize the stages, automations, proposals, and invoicing around how your sales team actually sells, so it's easy to adopt and results show up from month one.

Key Features

Key features of our Digital Agency CRM include:

• Leads from Meta Ads, Google Ads, forms, and other channels are captured automatically in one place
• A simple visual board with stages built around how your team actually sells
• Know exactly which ad, audience, or campaign each lead came from
• Custom, branded proposals generated from reusable templates instead of edited by hand each time
• Turn a won deal straight into an invoice, without retyping client or deal details
• Automatic follow-up reminders so no lead goes cold or gets missed
• A manager view showing team activity, response times, and how many leads are converting
• Different access levels for sales reps, team leads, and management

The Problem

• Leads from Meta Ads were tracked manually, in a separate spreadsheet per campaign
• Leads were occasionally missed between the ad platform and the sales team
• Sales managers had to ask each rep individually for status updates, with no shared view of where things stood
• Proposals were rebuilt or manually edited from an old template for every new prospect
• Earlier attempts at off-the-shelf CRM tools were not adopted by the sales team

What We Built

• Connected Meta Ads lead forms so every new lead lands automatically on one simple board
• Set up stages on that board to match the agency's existing sales process
• Added one-click proposal generation from reusable templates
• Built a manager view showing every lead, its status, and who's handling it
• Worked directly with the sales team during setup so it matched how they already sold