Digital Agencies
CRM for Digital Marketing Agencies
Turn the enquiries from your website and campaigns into a new-business pipeline, where every brief has an owner and every proposal gets chased.
The short answer
What does a CRM for a digital marketing agency need?
A CRM for a digital marketing agency needs to capture new-business enquiries, qualify them quickly, give each one an owner and make sure every proposal is chased. AliveCRM covers that new-business pipeline, with forms per service, notes on each brief, follow-up reminders and source reports that show which channels bring clients.
Agencies are good at generating leads for clients and often poor at handling their own. Enquiries land in a shared inbox, the founder replies when there is time, and proposals go out with nobody tracking them.
Where agency leads come from
- The agency website and service pages.
- Campaign landing pages and content downloads.
- Referrals from existing clients and partners.
- Directory listings and events.
How It Works
From Enquiry to Signed Client
Every brief moves through the same stages, with an owner at each one.
Capture
Every Brief in One Pipeline
Put a form on each service page and campaign landing page, with a file upload so prospects can attach a brief. Each enquiry arrives linked to the service and source, not buried in a shared inbox.
- A form per service or campaign
- File upload for briefs
- Source recorded on every lead
Qualify
Qualify Briefs Before You Write a Proposal
Use statuses such as New, Discovery Call, Qualified, Proposal Sent, Won and Lost, and categories for budget band or service type. Notes from the discovery call stay on the lead for whoever writes the proposal.
- Your own qualification statuses
- Categories for budget or service
- Discovery notes on the lead
Rahul Sharma
Example Technologies
Proposals
Every Proposal Gets Chased
Set a reminder (Basic and above) the day a proposal goes out, so it is chased on time. On Advance and Premium, build the quotation from the lead with line items and tax, send it as a PDF and convert it into an invoice when the client signs.
- Reminder on every sent proposal
- Quotations and invoices on Advance+
- Owner on every opportunity
Rahul Sharma
Example Technologies
Channels
See Which Channels Bring Clients
Because every lead carries its source, the Source Performance report (Advance and Premium) shows which channels bring briefs that turn into clients, not just enquiries. Form Performance does the same for each landing page.
- Won count and value per source
- Conversion per landing page form
- Lead Pipeline report on every plan
An example week
A Week of New Business at a Small Agency
This is an illustration of how a six-person agency might use AliveCRM, not a customer story.
- Monday. A prospect submits the SEO services form with a brief attached. Auto-assignment gives it to the strategist who leads SEO pitches.
- Tuesday. After a discovery call, the strategist writes notes on the lead and moves it to Qualified.
- Thursday. The proposal goes out, the status changes to Proposal Sent and a reminder is set for the following Wednesday.
- Next Wednesday. The reminder fires, the strategist calls, and the client asks for a revised scope.
- Month end. The founder checks Source Performance and sees that referrals close at a higher rate than paid campaigns.
Who It Is For
Agencies That Use AliveCRM
Digital marketing agencies
SEO, paid media and social enquiries, each routed to the person who pitches that service and chased after the proposal.
Design and branding studios
Project briefs with attachments, discovery notes on the lead and a clear status for every quote that is out.
Web development shops
Website and app enquiries qualified by budget and scope before anyone spends a day writing a proposal.
Founder-led agencies
The founder still sells. One pipeline replaces the inbox, the notebook and the follow-ups that live in their head.
Honest limits
What AliveCRM Does Not Do for Agencies
AliveCRM manages new business, not client delivery. It has no project tasks, timesheets, client reporting dashboards or retainer billing, and it does not send email campaigns. Keep your delivery and reporting tools, and use AliveCRM for winning the work.
Build a New-Business Pipeline That Runs Itself
Start a 7-day free trial and connect the form on your contact page.
FAQ
Frequently Asked Questions
No. AliveCRM is built for new business: capturing enquiries, qualifying them, sending proposals and following up until the client signs. It does not manage tasks, timesheets or client deliverables, so most agencies keep a separate project tool for delivery and hand the client over once the deal is won.
Yes. Add a file upload field to your enquiry form and prospects can attach a brief, a sitemap or a reference document. The file is saved with the lead, so whoever runs the discovery call has the brief before picking up the phone.
Every lead records its source and form. On the Advance and Premium plans, the Source Performance report ranks channels by leads, won count, conversion and value, and Form Performance does the same for each landing page, so you can see what actually signs.
Yes, on the Advance and Premium plans. Build a quotation from the lead with line items and tax, download it as a PDF and convert it into an invoice once the client signs. Many agencies still write the full proposal in their usual tool and attach the price here.