Here’s an efficient CRM for your
agency

Streamline your sales processes as you grow your clientele with a CRM for agencies that always keeps you on top of your game, organizes your leads and takes them through the sales funnel.

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Powering 4,000+ sales teams across 70 countries

SIMPLE AND LIGHTWEIGHT CRM FOR YOUR BUSINESS

How is CRM beneficial for your
Media/Marketing/Advertising agency?

Agencies run on relationships, and with a growing competition, it’s becoming difficult to retain clients for long. A CRM helps you
manage each client’s data along with the information on their projects, so that you can deliver your best without worrying about
looking for data all over the place while you are in need of it.

With Salesmate CRM for your digital agency can

Manage inbound leads through your website
Create a list of targeted prospects you are pursuing
Keep track of all your current clients and what projects you have completed for them
Track the status of every potential deal in your sales pipeline
Forecast your company sales
Track your sales team’s productivity: Phone calls, Demos, Meetings, etc…
Keep all client conversations in one place to build a customer profile for future use
Use Telephony system to make outbound and handle inbound calls
Take your projects from sales to a project management tool so your company can start fulfilling the project you have signed

SIMPLE CRM WITH POWERFUL AUTOMATION

What can Salesmate CRM do for your
media and advertising agency?

Salesmate comes with a plethora of features that add productivity to your work and make your team more
efficient in delivering work. With Salesmate, it’s possible to do it all without any hassle.

email tracking

Spot the right prospects

Don’t waste time on foul leads and identify which ones are really interested in working with your agency by using our system to organize lead details. Track who opened and read your emails and capture prospects, engage them and close deals in no time.

Learn more about email tracking

Build strong client-agency relationships

lead nurturing

Build strong client-agency relationships

Manage all the current clients in Salesmate CRM. Understand every project and initiative you have completed, and use your insights to upsell and grow revenue. Also build relationships that are strong enough to last long.

contact management

Centralize all your data

Manage everything from customer information to emails, communication and deal details seamlessly in one place for smooth transitions. Capture data at each stage of the sales process and store it on a single screen to ease your processes.

Learn more about contact management

INTEGRATIONS

Integrate Salesmate with your favorite apps

Salesmate integrates with 700+ business apps including Google Apps, Microsoft, and Zapier

See all integrations

Sales reports

Get reported on your team’s performance

Gain insights into your team’s performance and see what’s keeping you from reaching your goals. Create and customize reports as per your agency’s unique needs. Set goals, understand sales rep’s shortcoming and come up with new trends to acheive your quota.

Learn more about sales reports

Sales pipeline

Create multiple sales pipeline

Handle prospects efficeintly and create multiple pipelines to manage clients from different niches. With Salesmate you can customize each stage of the sales pipeline as per your specific preference.

Create as many stages as needed
Add, edit and rename stages
Add win probability to forecast your sales

Learn more about sales pipeline

Rated 5-star for ease of use and value for money.
Try it FREE for 15 days.

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500+ POWERFUL BUILT-IN FEATURES

Why use Salesmate CRM to grow your advertising agency?

Salesmate comes with benefits that save your business’s cost while providing all the right features. Here are some features
that make Salesmate’s simple CRM an ideal choice.

Well-designed dashboard

Intuitive and clean dashboard to keep track of important details about your agency’s clients. Keep every communication at one place.

Frequent upgrades

Use an upgraded system as Salesmate constantly upgrades its CRM to meet the changing demands of the agencies.

Automate workflow

utomate repetitive task like
assigning task to your media professionals and greeting emails to your esteemed clients.

Hello Salesmate, let me see it myself!

Try FREE for 15 days

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Here’s an efficient CRM for your agency