CRM for agencies
A CRM for agencies that need a steadier new-business pipeline
Agency revenue swings when new business only happens between client deadlines. RevenueRobotics gives the person running new business a clear pipeline, daily follow-ups and content that keeps the agency visible.
See the new-business pipeline clearly
Track pitches from first conversation to signed retainer on a drag-and-drop board. Weighted forecast and coverage show whether next quarter is covered.
Map who decides
Tag the people at each prospect as Champion, Economic buyer, Evaluator, Procurement or Blocker. A warning shows when a big pitch depends on a single contact.
Follow up without a sales team
Sequences schedule follow-up tasks for each pitch, automations create tasks when deals change, and the Today page drafts the emails.
Market the agency from your own wins
Turn a won deal into a social post in one click, plan content in a calendar, score drafts before posting, and see which posts brought in pipeline.
Good to know
Each subscription is for one user and their own data. Shared team pipelines and invitations are not part of the current product, so this suits the founder or new-business lead at a small agency.
Keep new business moving even in your busiest client weeks.
Start your 14-day free trial€29 per seat / month after the trial. Cancel anytime.