CRM for Agencies
Buildvo builds CRM for agencies that want sales, onboarding, delivery, approvals, client communication, support, and reporting connected in one practical system.
Connect Sales and Delivery
Agency teams often lose visibility when a closed deal moves into onboarding and project delivery.
Sales Pipeline
Track leads, proposals, follow-ups, deal values, sources, and ownership.
Client Onboarding
Use checklists, handoff notes, documents, kickoff tasks, and approval workflows.
Delivery Reporting
Give leadership a clear view of active clients, stuck work, team workload, and performance.
Agency CRM Features
The CRM can fit sales agencies, marketing agencies, service studios, consultants, and operations-heavy teams.
Common Modules
- Lead and proposal tracking
- Client onboarding workflows
- Project handoff records
- Task and support queues
- Dashboards for team KPIs
Related Services
Agency CRMs often need automation and reporting to reduce internal admin work.
Need an agency CRM?
Tell us how sales, onboarding, and delivery currently move across your team.