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Agency Client Sales-to-Delivery CRM

Connect prospects, proposals, retainers, kickoff tasks, deliverables, and renewals.

Start with this appBack to marketplace

Agency

Agency Client Sales-to-Delivery CRM

Setup
9 minutes
Includes
5 records, 4 workflows
Runs on
One shared workspace
Install app

Built for operators

Launch the workflow first, then refine it around your team.

A client services starter for agencies that want sales records tied directly to delivery, onboarding, and account management.

Best forMarketing, creative, development, and consulting agencies managing client work from proposal to renewal.
Helps withStop losing context between sales and delivery; Standardize kickoff work
Setup time9 minutes
Workspace fitAgency operations
Stay ready

Keep Accounts and follow-up work in one view.

A client services starter for agencies that want sales records tied directly to delivery, onboarding, and account management.

01
Move work forward

Give every handoff an owner and a next step.

Stop losing context between sales and delivery

02
See what matters

Use Pipeline By Stage to catch stuck work early.

Operators can review queues, open work, owner workload, and exceptions before customers feel the delay.

03

What installs

A ready operating system, not a blank template.

Install the starter and get the working surfaces first: records, workflow stages, reports, and integrations. Then adjust fields, owners, and timing around your real team.

01

The shared source of truth

Records

Give the team clean places to keep the operational details that drive the workflow.
  • Accounts
  • Contacts
  • Opportunities
  • Projects
02

The process your team follows

Workflows

Move work through visible stages with owners, timing, and follow-up queues.
  • Proposal Follow Up
  • Close Won Kickoff
  • Deliverable Review
  • Renewal Check In
03

The views operators check

Reports

Surface open work, stuck follow-ups, aging queues, and the next priorities.
  • Pipeline By Stage
  • Kickoffs Pending
  • Renewals At Risk
04

The handoffs around the app

Integrations

Connect the starter to the tools your team already uses for communication and files.
  • Email
  • Slack
  • Google Workspace

How it works

Start from a complete app, then make it feel native to your business.

Install the starter, review the included structure, then customize ownership, timing, saved views, notifications, and reporting before the team starts using it.

01

Proposal Follow Up

Turn loose follow-up into owned work with queues, reminders, saved views, and clear next actions.

02

Close Won Kickoff

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

03

Deliverable Review

Turn loose follow-up into owned work with queues, reminders, saved views, and clear next actions.

04

Renewal Check In

Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.

Operator customization

Ask the operator to shape this app around your exact business.

The starter gives you the structure. The operator helps translate it into your real roles, approval rules, customer language, follow-up timing, and weekly reporting rhythm.

  • Stop losing context between sales and delivery
  • Standardize kickoff work
  • Keep renewals visible
Suggested operator prompt

Customize this agency CRM with opportunities, proposals, kickoff projects, deliverable tracking, and renewal follow-up.

Use this app as your starting system.

Start with the included structure, then tune the app around your customers, team, workflows, integrations, and reports.

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