CRM for marketing and creative agencies

Briefs, chemistry calls, pitches, and the retainers that keep the lights on.

Agency new business is a brief or an introduction, a chemistry call, and a pitch. What you win is either a project or a monthly retainer, and you need to see those two separately in the pipeline number. Big pitches deserve a flag so the whole team knows.

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What the copilot builds for you

• Pipeline stages: Brief received → Chemistry call → Pitch → Negotiation → Won → Lost
• Fields you track: Project or retainer · Monthly or total value · Service (brand, web, paid media, content) · Pitch date
• Follow-up rule: Deal value over $50,000: mark it hot so it shows at the top of the board.
• Saved view: Pitches this month.

Works with

• Moments and gifts (new): birthdays and life events on each contact, and a gift through your florist, Loop & Tie or Sendoso that you approve before it goes.
• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.

Say it in your own words

A prospect sends a brief or we get introduced. We run a chemistry call, respond with a pitch, and win a project or a monthly retainer. Track project vs retainer, value, service, and pitch date. Flag anything over $50k.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

Compare

• HubSpot alternative for teams that just need the CRM
• Salesforce alternative you can change yourself
• Pipedrive alternative with more room to grow
• Zoho CRM alternative that is one tool, not fifty
• Turn your spreadsheet into a real CRM
• Custom CRM without building a custom CRM

Built for your kind of business

• CRM for B2B sales teams
• CRM for SaaS and software companies
• CRM for consulting and professional services firms
• CRM for recruiting and staffing agencies
• CRM for commercial real estate brokers
• CRM for construction contractors
• CRM for wholesale distributors
• CRM for equipment dealers
• CRM for manufacturer's representatives
• CRM for field and technical service companies
• CRM for nonprofit fundraising

The Open CRM · Pricing · CRM decision checklist · Source on GitHub (AGPL-3.0) · Terms · Privacy