SALES CRM
Good at winning the client
Leads, contacts, opportunities, activities, proposals, and sales forecasting.
CRM for agencies
Build an agency CRM that connects sales to delivery
Most CRMs stop when the deal is won. Appaca lets your agency carry the client relationship into onboarding, active work, approvals, account growth, and renewal.
Start free. No code or deployment needed.
The agency gap
Closed won is the start of the work
A sales pipeline records the promise. An agency CRM should also help the team keep it.
CUSTOM AGENCY CRM
Connects the full relationship
Sales context, service-specific onboarding, delivery status, client inputs, approvals, risks, and renewals.
AGENCY PLATFORM
Adds deep agency management
Resource planning, time tracking, utilisation, project accounting, profitability, and billing.
One client journey
Make the sales-to-delivery handoff part of the CRM
The same client context should move through the process without a new spreadsheet, form, or message thread at every stage.
- 01
Lead and qualify
- 02
Propose and win
- 03
Onboard and deliver
- 04
Review and renew
What should happen at won
Create the engagement, copy the agreed service and commercial context, assign the account and delivery owners, start the right onboarding checklist, request missing client assets, and set the first review date.
Why the service matters
Paid media, content, design, web, and consulting engagements need different briefs, source files, approvals, and delivery stages. Keep shared client data while changing the workflow for each service.
Agency CRM data model
Connect the client, work, and relationship history
A useful agency CRM needs more than companies, contacts, and deals.
Client Contact Opportunity Service Engagement Deliverable Asset Approval Task Team member Renewal
A client has contacts and opportunities. A won opportunity creates an engagement for one or more services. The engagement connects deliverables, assets, approvals, tasks, owners, and a renewal. This keeps the commercial promise and delivery reality in one relationship record.
Role-specific views
Give each team the part of the CRM it needs
One connected system does not mean one crowded screen.
Sales
Open opportunities, next actions, decision makers, proposals, and expected close dates.
Account management
Client health, active engagements, missing inputs, approvals, risks, and renewal dates.
Delivery
Assigned work, briefs, source assets, dependencies, due dates, and approval feedback.
Leadership
Pipeline, handoff quality, delivery risk, account growth, and upcoming renewals.
Keep work moving
Use reminders for the gaps that cost the agency time
A useful reminder points to a clear owner and next action.
✓
A proposal has no next action
✓
A won deal is missing onboarding details
✓
A client asset is still outstanding
✓
A deliverable is waiting for approval
✓
An account has had no contact
✓
A renewal window is approaching
Where Appaca fits
Use Appaca as the relationship and operations layer
Build the workflow that is specific to your agency. Keep specialist systems when they already handle specialist work well.
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A strong fit for Appaca
- ✓ Custom client and engagement records
- ✓ Service-specific onboarding and delivery stages
- ✓ Internal role views and permissions
- ✓ Client input and approval status
- ✓ Follow-up, risk, and renewal reminders
- ✓ AI summaries, drafts, and missing-data checks
Keep or integrate specialist tools
- • Detailed resource and capacity planning
- • Time tracking and utilisation
- • Accounting, invoicing, and revenue recognition
- • Media buying and campaign analytics
- • Contract signing and payment processing
- • Mature sales calling or email intelligence
FAQs
What is an agency CRM?
An agency CRM manages the relationship from lead and opportunity through client onboarding, active work, approvals, renewals, and account growth. It connects commercial context to the team delivering the service.
What is the best CRM for agencies?
The best option depends on your operating model. Choose a sales CRM for a standard pipeline, an agency platform for deep resource and financial management, or a custom CRM when your services, handoffs, client requirements, and role views do not fit a fixed system.
Can Appaca handle different agency services?
Yes. You can create separate onboarding checklists, delivery stages, required assets, approval steps, and renewal rules for each service while keeping shared clients and contacts connected.
Can an agency CRM manage client approvals?
A custom agency CRM can track what needs approval, the current version, owner, due date, client decision, feedback, and next action. The exact client-facing experience depends on how you design the workflow.
Does Appaca replace project management or accounting software?
Not necessarily. Appaca can become the relationship and operations layer that connects sales, onboarding, delivery status, approvals, and renewals. Keep specialist project planning, time tracking, accounting, or resource tools when they already do those jobs well.
Can we move our agency CRM from a spreadsheet?
Yes. Clean the source, separate repeated clients and contacts into linked records, test a small sample, and confirm the relationships before moving the full dataset.
Build the CRM around how your agency delivers
Describe your services, client records, handoffs, role views, and renewal process. Appaca builds the first version for your team.