A CRM for agencies, joined to proposals and invoices
Last reviewed by the Agency Cloud team at Nilede Technologies
Short answer
Agency Cloud’s CRM is built for agencies. Leads move across a drag-and-drop pipeline, each with an owner, a source and follow-up reminders. Proposals are sent from ready-made formats and signed online. When a lead is confirmed, it becomes a customer once, with its contact carried over, ready for the first invoice.
- Drag-and-drop pipeline and a matching table view
- Follow-up reminders by email and notification
- Proposals signed by typing or drawing
- Customers, projects and invoices already linked
What does the CRM dashboard show?
Conversion, wins and team figures for the period you pick, plus the current pipeline, top opportunities and follow-ups due today.
Can each salesperson see only their own leads?
Roles decide what each person can see and change. The Sales role opens the CRM when they sign in, and you can edit what any role can do.
Questions
Is the CRM on the free plan?
No. The CRM comes with the paid plans, which have a free trial.