Agency CRM: campaigns that make money, not just clicks
Leads from every source in one place, attribution kept from the first click, and projects with stages, hours, and clear margin.
| Campaign | Source | Spent | Leads | Revenue | ROAS |
|---|---|---|---|---|---|
| Spring 2026 | Meta | $4,200 | 62 | $18,900 | 4.5x |
| Search brand | $2,800 | 41 | $15,400 | 5.5x | |
| Retargeting | Meta | $900 | 19 | $6,100 | 6.8x |
| Winter sale | Meta | $1,500 | 12 | $2,300 | 1.5x |
What usually gets in the way
Every lead, from first contact to contract
Collect leads from forms, Meta, WordPress, and API, dedupe by phone and email, and work them on a funnel you define, with statuses, alerts, and owners.
- Separate funnel per client or company
- Alerts when a lead sits too long in a status
- Full history on each lead
See which campaigns make money
First and last source for each visitor are kept until they submit a form. Ad spend links to leads and collected payments, so ROAS shows per campaign.
On status change, the CRM can send events to Meta Conversions API.
- First and last source for each lead
- Cost per lead and ROAS by campaign
- Events to Meta Conversions API on chosen statuses
| Campaign | Source | Spent | Leads | Revenue | ROAS |
|---|---|---|---|---|---|
| Spring 2026 | Meta | $4,200 | 62 | $18,900 | 4.5x |
| Search brand | $2,800 | 41 | $15,400 | 5.5x | |
| Retargeting | Meta | $900 | 19 | $6,100 | 6.8x |
| Winter sale | Meta | $1,500 | 12 | $2,300 | 1.5x |
Projects with stages, hours, and margin, not just a task list
Each project has priced stages, tasks, expenses, and logged hours. At the end you see margin by stage and in total, not a guess.
- Stages with amount and completion
- Expenses and time linked to the project
- Margin calculated automatically
From quote to invoice, ready to send
Create a quote, turn it into an invoice, and send it from the same place, with status visible on each invoice.
- Quotes turned into invoices
- Invoice status on each document
- Collections reports by period
| Number | Client | Total ($) | e-Invoice |
|---|---|---|---|
| FCT-0142 | Alfa Construct SRL | $4,200.00 | Validated (ANAF) |
| FCT-0141 | Beta Services SRL | $1,850.00 | Sent |
| FCT-0140 | Gama Trade SRL | $12,400.00 | Validated (ANAF) |
| FCT-0139 | Delta Med SRL | $760.00 | UBL error |
What people ask us
Does it connect to our clients’ websites?
Yes. We have a dedicated WordPress plugin; any other form we map for you. Source and campaign arrive with each lead.
Can we have several clients in one CRM?
The CRM works with multiple companies, each with its funnel and fields. We align details on a call based on how you work.
How do we see real ROAS?
Leads keep source and campaign, and payments link to them. You can also start with the ERP or CRM quiz to sanity-check your setup.
We also work with
Workshops and service shops
Software for repair shops: quotes and estimates, work orders, parts stock, and invoicing, starting from how your shop actually works.
Salons and studios
Booking for salons and studios: stylist, chair, reminders, waitlist, reviews, and product stock. Learn more.
Companies with large teams
Software for teams: shifts and leave, contracts with expiry alerts, tasks, and a careers page, without chat groups and scattered sheets.
Retail and distribution
Stock and invoicing for shops and distribution: warehouses, minimum alerts, supplier orders, and invoicing without rewriting everything by hand.
Need a site too?
Booking, contact, and hiring forms wired straight to CRM and ERP, on a fast site designed around your brand.
Let’s see how it looks for your company
We have a call, learn how you work, and set up a free 7-day demo environment.