CRM for marketing agencies
Marketing agencies live two parallel lives: pitching new business and delivering for existing clients. axoCRM keeps the new-business side organised so the founder isn't choosing between billable hours and pipeline hygiene.
- N Note added
- D Deal moved
- T Task completed
- E Email logged
Where teams get stuck
Pitches stall because nobody owns the follow-up
A proposal pipeline with tasks on every deal forces a next step on every conversation.
Client renewals creep up unnoticed
Use a renewal pipeline or task reminders 60 days before contract end to keep the agency's recurring revenue safe.
Lead sources are invisible
Custom fields for referral source plus reports show whether content, referrals or paid is actually generating revenue.
How axoCRM helps
axoCRM gives an agency one calm place for the new-business pipeline, active accounts and renewal forecasts — and stays out of the project-management layer.
- 1Capture inbound enquiries via a website lead form.
- 2Track pitches through Discovery → Proposal → Won/Lost.
- 3Tag the source of every lead.
- 4Move won clients into an Active accounts pipeline for renewal tracking.
- 5Report on pipeline value and source mix each month.
Key features
Proposal pipeline
See every active pitch and its stage.
Renewal forecasting
A separate pipeline or task series for recurring contracts.
Custom fields
Industry, channel, source — anything you slice by.
Lead capture forms
Embed a brief form on your site.
Reports
Pipeline by stage, by owner, by source.
See the full features overview for more.
Simple, annual pricing
axoCRM is a no-nonsense CRM for marketing agencies that want their pipeline visible without learning a new platform every quarter. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Is axoCRM a project management tool?
- No — keep delivery in your PM tool. axoCRM stays focused on sales, contacts and renewals.
- Can I track multiple pipelines?
- Yes — paid workspaces support multiple pipelines for new business, renewals and upsells.
- Can we attach contracts or files?
- Contracts and SOWs are typically linked from your storage tool; axoCRM stores the deal record and notes.
- Does it support multiple agencies under one parent?
- Each agency or brand can run in its own workspace.
Ready to try axoCRM?
Start on the free plan. No credit card required.