CRM for Agencies and Businesses

Collect, connect, and communicate with a simple CRM that does the work for you

Fill the Gaps in Your Pipeline.

Make it easier to forecast sales and keep those leads from turning cold with intuitive features in our CRM:

List and Kanban View

Manage Lead Sources

Export and Add Contacts

Lead Status Tracker

Marketing Automation

Everything you need to manage and track leads coming your way – our CRM provides you with an effortless way of organizing your list, keeping information of your prospects, and making smarter decisions to improve your sales.

Know who to nurture, find out who’s ready to be your next clients, and follow up on those new leads.

We Have the Digital Arsenal to Grow Your Business

We provide you the digital edge to grow your business. Access our technology built to help you scale.

We’ll Show You the Key to Winning More Leads

CRM

Connect with the Audit Widget

Install our free WordPress SEO plugin for agencies to use the Audit Widget. Contacts from the widget will go to our CRM for easier tracking.

CRM

Find More Prospects without the Fuss

Need more leads? Our Lead Finder helps you identify your next customers and connect them to our small business and agency CRM.

CRM

Run Email Sequences and Nurture Relationships

Nurture prospects in the CRM and communicate using custom email drips via the Marketing Automation tool.

Continuously Grow Your Contacts

Keep everything organized while you grow your contact list. It’s easy with a CRM for agencies and businesses.

Manage Where Leads are Coming From

Where are your leads coming from? You can manage your leads sources to see where the conversion happens. 

Keep Tabs on All Your Prospects 

See the status of your leads so you know who to keep nurturing. The CRM provides you with an easy platform to update your leads list. 

Add Contacts to Campaigns

Closed the deal? You can easily add prospects to a campaign and get them started on their projects via the CRM.

Testimonials

Our Happy Clients Have Spoken!

More Tools to Grow Your Business

SEO Audit

A comprehensive website audit designed to help you capture and close leads.

Rank Tracker

See how campaigns are ranking month on month.

SEO Dashboard

Track performance and report the impact of your SEO efforts. 

Google My Business Dashboard

Get key data for all your local SEO efforts and prove ROI to local businesses.

WordPress Plugin

One plugin that allows you to capture leads, run audits on your website, and win more prospects.

White Label Dashboard

Customized dashboard to present progress and win the trust of more clients. 

Prospector

Find businesses who need your SEO, PPC, and Social Media with a quick search in our lead generation tool.

Marketing Automation

Run email sequences to stay on top of minds of your clients.

Report Builder

Generate campaign reports quickly for clients.

Reputation Management

Find out what customers are saying about you with this all-in-one reputation management tool. 

Frequently Asked Questions

How does the CRM capture lead information from my website?

The CRM automatically captures leads via the Lead Tracker WordPress plugin. This synchronizes the Contact Form on any page of the site and the Audit Widget with our CRM.

How do I manage my lead sources?

You can tag new leads based on their source URL. Use this to put labels on incoming prospects and know from which campaign or landing page they came from.

Is there a limit to usage for the CRM?

None! Use it as many times as you want in a day to keep track of your prospects.

Can I download the list from the CRM?

Definitely. You can export contacts in a CSV file if you want to download your leads list.

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