Agencies & Consultants
CRM for agencies that never loses a follow-up
Keep leads, proposals, clients, and renewals moving — without living in spreadsheets.
- AI import turns your lead sheet into a real pipeline (in minutes)
- Shared pipelines for the team, personal pipelines for each rep
- Next step required on every opportunity
- Custom fields for retainer size, service line, renewal date
Free 14-day trial · No credit card required
Follow-up is where agency deals go to die
Prospects live in a spreadsheet. Proposals live in a folder. Follow-ups live in vibes.
Nobody knows who owns the next move.
"We emailed them" isn't a plan. It's a historical artifact.
Your pipeline looks healthy… until end of month.
AI-powered import
AI import that understands agency spreadsheets
Most CRMs import "a list." Nudge imports your workflow.
Upload
Detect
Review
Import
Example import columns
- Detects Company vs Contact vs Deal vs Activity from mixed columns
- Matches existing custom fields or proposes new ones (you approve)
- Supports multi-sheet workbooks (each tab can become a pipeline)
- Dry-run preview shows what will be created/updated before it happens
- Dedupe + merge review prevents duplicates
- Undo import if reality is messy (it is)
The Nudge System
Four rules. Zero ambiguity. Every deal moves or you know why it didn't.
Every deal has an owner
No orphan deals. Someone is always responsible.
Every deal has a next step
No deal without a clear next action attached.
Every next step has a due date
Nothing drifts. If it's not scheduled, it's not real.
Your 'Today' list is the truth
Due, overdue, and done — your single source of action.
Next step required → Today list automatically updates.
Today
My tasks due today, overdue, and this week
- Send revised proposal to Nakamura Foods
- Call Alex re: warehouse timeline
- Review import mapping for Zoho migration
Team
Everything the team owes this week
Ryan
4 tasks
Sophia
6 tasks
Alex
3 tasks
Your 'Today' list, in your pocket.
Desktop, tablet, or phone — your next steps travel with you.
Marta Silva
Porto Wine Co.
Next actions
Send revised proposal
Due today · Ryan
Schedule tasting call
Tomorrow · Sophia
Prep shipping quote
Friday · Ryan
Recent activity
Proposal sent
2h ago
Email logged
Yesterday
Note by Sophia
2 days ago
Pipelines
Pipelines built for agency reality
Run sales and client work without duct-taping tools.
Agency pipeline
Shared pipelines for the team · Personal pipelines for each rep · Templates to get started fast
Custom fields
Custom fields that fit how agencies sell
Make your CRM match your business instead of the other way around.
Agency fields
Everything you need to run agency sales
AI-powered CSV/XLSX import
Multi-entity, multi-sheet. Businesses, Contacts, Deals, and Activities — mapped by AI.
Shared + personal pipelines
Team pipelines for collaboration. Private pipelines for focus work.
Next step required
Owner + action + due date on every deal. Enforced, not optional.
Custom fields
On Businesses, Contacts, and Deals. Auto-created during import.
Activity timeline
Calls, emails, meetings, and notes — one thread per record.
Email capture
CC your workspace dropbox. Emails land on the right record.
CRM imports
Migrate from Pipedrive, Zoho, OnePageCRM — or plain CSV.
Comments + collaboration
Threaded discussions on any record. No more Slack side-channels.
Agency pipeline
Lead
Discovery
Proposal
Negotiation
Won/Lost
Renewal
Simple, transparent pricing
Two plans. No enterprise math homework.
Start with a 14-day free trial. Monthly or annual billing.
Premium
$20/mo
$200/year
Teams + ownership + collaboration + advanced reminders
- AI import + dedupe + undo
- Custom fields
- Multiple pipelines (shared + private)
- Email capture (up to 1,000/mo)
- CRM imports (Pipedrive, Zoho, OnePageCRM)