The pitch
You sent the deck. The follow-up is “circle back” with no day on it. The agency pipeline does not show an owner.
Industries · Agencies
A CRM for agencies
with one next step per client.
Agency CRM work is pitches, retainers, and the work after the yes. Each client needs an owner. Today’s list is the calls and the deliverables, not a second spreadsheet.
14 days free. No credit card is required to begin.
Who it is for
Studios and agencies
juggling pitches and live clients.
Use it when new business and current clients are the same people, in the same inbox. Lead tracking for the pitch. A project after they sign.
Too many clients
Retainers, one-off projects, and a few maybes. Each one needs a next step or it belongs to nobody.
The work after the yes
They signed. The brief, the people, and the next deliverable should stay on that client.
Agency pipeline
Pitch, retainer,
then today’s list.
New business and current clients can live together. The useful part is one next call, email, or meeting on each of them.
Ask
Say the next step in plain English.
- “Which pitches have no follow-up?”
- “Add a meeting with Nina Patel tomorrow about the retainer.”
- “Move the Harbor pitch to proposal.”
Ask finds the record and does the work. You review it before anything is sent.
Follow-up
A day on the pitch.
Call, email, or meet. The agency follow-up sits on the client so “circle back” is a real next step.
Pipeline
Open pitches you can see.
Stage, owner, next step. That is the new-business pipeline without a separate sheet for maybes.
After the yes
The project stays on the client.
When they sign, the work uses the same people. You are not moving the relationship into another tool.
Switching
Send the file.
We load it.
Send the client list and the open pitches. During the trial we load your people, companies, and deals, then train the people who will use TotalDeal. Both are free.
You can also work from ChatGPT if you already use it. A ChatGPT account is optional. Email or Google sign-in is enough.
This week
Four clients. One list.
- Nina Patel
- Harbor · pitch · call today
- Marcus Hale
- Northline · retainer · send the recap
- Sofia Alvarez
- Redwood · proposal · follow up Friday
- Evan Cho
- Lumen · won · kickoff Thursday
Related
Other sales teams with the same problem.
What should an agency CRM include?
Clients, companies, open pitches, and the next step. TotalDeal adds tasks, a pipeline, projects after the sale, custom fields, and a report writer. Gmail or Outlook stays connected to the client.
Can one CRM hold pitches and live work?
Yes. The pitch is a deal. After they say yes, the project stays with the same people. You do not need a second system for the work.
Is this only for a large agency?
No. A founder can start alone. A small team fits. Pro does not cap the number of people. The follow-up stays the same as you add clients.
How do we get our client list in?
Send the file. We load it during the 14-day trial and train the team. Data migration and training are free.
Try it with your leads
See which clients
need you today.
14 days free. We move the data and train the team.