CRM for Marketing Agencies: Win and Retain More Clients
Manage client relationships and new business without the overhead of enterprise CRM.
The Challenges You Face
As a marketing agencies, managing client relationships comes with unique challenges:
- Tracking pitches and proposals across the team
- Managing client relationships during projects
- Finding new business while delivering client work
- Maintaining consistent follow-up
- Forecasting revenue and pipeline
- Keeping track of client feedback and requirements
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- Pipeline tracks every pitch from lead to contract
- Client records with full history and notes
- Team collaboration on shared opportunities
- Email templates for professional outreach
- See your pipeline value at a glance
- Attribution shows which marketing works for you
Key Features for Marketing Agencies
Everything you need to manage your marketing agencies business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Form Builder
Create contact forms and embed them on your website to capture leads automatically.
Simple Pricing for Marketing Agencies
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 3,000 contacts
- 3 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 3 forms
- 6,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 10,000 contacts
- 10 team members
- 20 marketing lists
- 40 email templates
- 40 active deals
- 10 forms
- 20,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 50,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Marketing Agencies
Can I track pitches and proposals across the team?
Yes, use the deal pipeline to track every pitch from initial lead through to signed contract. Team members can see progress and add updates.
How do I manage client relationships during projects?
Each client has a full record with notes, history, and communication. Track key contacts, preferences, and project details in one place.
Can I forecast revenue from my pipeline?
Add deal values to opportunities in your pipeline. See your potential revenue at each stage and forecast based on typical conversion rates.
How do other marketing agencies use Kabooly?
Marketing agencies typically use Kabooly to track new business pitches, manage client relationships, send targeted outreach, and understand which marketing works for their own business.
How do I stay top of mind with prospects?
Create email campaigns to nurture leads over time. Send valuable content and stay visible until they're ready to engage.
Can I track where our own leads come from?
Lead attribution shows which channels bring your agency enquiries. Practice what you preach and know which marketing drives your own results.
Is it suitable for a small agency?
Yes, Kabooly is designed for small and medium businesses. You get professional CRM features without enterprise complexity or pricing.
Can I book discovery calls through the system?
Yes, share your booking link and let prospects schedule discovery calls directly. Set your availability and avoid the email back-and-forth.
Ready to Grow Your Marketing Agencies Business?
Start your free trial today and see how Kabooly can help.