Really Fast CRMHome / Agencies
A CRM for small agencies
Keep new business moving without a sales department. Every lead, proposal and follow-up in one place, fast enough to update between client calls.
Built around how agencies win work
- A new-business pipeline from first conversation to proposal to signed, with the value of each deal.
- Several pipelines when you need them: new projects, retainers, renewals.
- Clients as companies, with everyone you work with there and every deal you’ve done with them.
- Follow-ups that don’t slip: a task with a due date on every open proposal.
Measured on 10,000 contacts with a slowed processor. How we measure
For the whole team
Invite the whole team. Everyone sees the same pipeline, live, and every record shows who’s involved and what happened last. Shared from the first day, with no seats to juggle between plans.
Notes from every call
Write notes on a client, a contact or a deal as you talk. They land on its timeline, so the next person on the account knows the story.
Custom fields for your process
Add the fields your agency tracks: service type, source, budget range, proposal date. They work on deals, people and companies.
Questions
Can we track projects too?
Really Fast CRM is for winning the work: leads, proposals and client relationships. For running projects, keep your project tool.
Can we bring our existing client list?
Yes. Import companies and people from a spreadsheet, Pipedrive or HubSpot, and check a preview before anything is saved.
Feel it for yourself
Start your free trial today, or try the live demo first.
Start free trial Try the live demo
7 days free, no card. Then $5 per user a month, billed yearly.