Managed Website Service
A professional website, built, hosted and looked after for you, with business email.
- Fully managed, so you never touch the technical side
- Designed around your business
- Your own domain
£50 a month
CRM for marketing agencies
CRM for Marketing Agencies: Win and Retain More Clients
Manage client relationships and new business without the overhead of enterprise CRM.
CRM
From £100 a month
30-day free trial. No per-seat charges.
- Contact management with notes and history
- Deal pipeline with your own stages
- Email campaigns and marketing lists
- Online booking and embeddable forms
- Workflow automations
- Lead attribution
The challenges you face
What tends to get in the way for marketing agencies.
- 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
What changes once your enquiries and clients live in the CRM.
- 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
How a marketing agency runs in Kabooly
Not a feature list. This is the setup most small agencies end up with.
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Pipeline stages that match an agency sale
Stages are yours to define. Agencies usually land on Lead, Discovery Call, Proposal Sent, Negotiation, Won, and Lost. The deals report gives you the retained revenue in play, which is the number you should be looking at before you hire.
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Retainers and projects tagged separately
Tags and custom fields cover the service line, whether the work is retained or project based, the client's sector, and the buying role of each contact. Agencies that cannot split those two revenue types tend to misread a good quarter.
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Your own lead capture, properly attributed
Build the form, embed it on your site, and UTM parameters are captured on submission. The tracking and attribution reports then show which of your own campaigns produced enquiries. An agency that cannot attribute its own pipeline is a difficult sell.
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Tracking configured in one place
Google Analytics, Google Tag Manager and Facebook settings live in Kabooly, so the measurement around your own funnel is set up the same way you would set it up for a client, rather than being the job nobody bills for.
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Discovery calls booked from the site
Set up a booking type for a discovery call, set the availability of whoever runs them, and publish the booking widget. Kabooly sends the reminder email before the call automatically, which protects the slot you cleared.
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One pipeline the whole team can see
Users and permissions mean account managers and founders work from the same pipeline and the same contact records, so nothing depends on the one person who keeps the real list in their own spreadsheet.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
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The lead that came in during a client sprint
When a form is submitted, send an email with a link to book a discovery call, add a tag for the campaign it came from, and create a task for the right person. Agencies lose more inbound to being busy than to being expensive.
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The proposal in a procurement queue
When a deal moves to your Proposal Sent stage, wait four days, then send a short email offering to walk the team through it, and create a task to call. Waiting politely for three weeks is how good proposals die.
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Onboarding that starts on the day they sign
When a deal is marked won, send the onboarding email listing every access and asset you need, add a tag for the service line, and create a task to book the kickoff. Chasing ad account access three weeks in costs you the first month's results.
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Contact Management
Keep all your customer information in one place, accessible to your whole team.
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Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
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Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
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Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
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Booking System
Let clients book appointments directly with you, synced to your calendar.
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Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
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CRM Starter
Perfect for small teams getting started with CRM.
£100 a month
- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3 automations
- 3,000 emails per month
- All core features
- Email support
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CRM Professional
For growing businesses that need more capacity.
£200 a month
- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10 automations
- 10,000 emails per month
- Everything in Starter
- Priority support
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CRM Enterprise
For larger teams with high-volume needs.
£500 a month
- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- Unlimited automations
- 100,000 emails per month
- Everything in Professional
- Priority support
Start your 30-day free trial
Every account starts with a free trial and moves up a plan as you reach its limits.
The bundle
Also for marketing agencies
Get the website, Marketing and the CRM together for £100 a month.
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Marketing
Adverts for Facebook, Instagram and Nextdoor, written and designed around your business.
- Advert text in your tone of voice
- Images sized for Instagram, Facebook and Nextdoor
- Your logo and brand colours picked up from your website
£40 a month
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All three
£100 a month
The CRM plus the other two, for one monthly price.
Get the bundle
Questions from 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.
CRM for marketing agencies, from £100 a month
Or get the website, Marketing and the CRM together for £100 a month.