CRM for Agencies
Keep new-business prospecting and client accounts in one system.
Agencies run new-business outreach alongside active client accounts. promptCRM keeps prospecting lists separate from live accounts until they're qualified.
Common challenges
- New-business lists get mixed in with active client records
- Account teams lack visibility into what's in the outreach pipeline
- Proposals and retainers are tracked in separate documents
Measurable outcomes
- Clean separation between prospecting and active accounts
- Proposal and retainer status visible to the whole team
- Less manual chasing on follow-ups
Recommended setup
- 1Import prospecting lists from list-building tools and events
- 2Qualify by industry and budget signal before creating a Lead
- 3Move qualified prospects into Deals with proposal tracking
- 4Manage retainers and one-off projects through Quotes and Sales Orders
Example Prompt commands
“Show prospects in fintech with no activity in 14 days.”
“Create a quote for the Q4 retainer with Meridian Industries.”
“Show deals likely to miss this month's target.”