Solutions for a marketing agency

CRM FOR MARKETING AGENCIES

Firmao is a system that helps you organize projects, clients, and sales at your agency.

Firmao CRM for marketing agencies helps you manage campaigns, clients, your team, and projects without having to use multiple tools.

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Do you run a marketing agency and want full control over projects, deadlines, and client relationships?

Discover what Firmao has to offer!

There’s a lot going on in a marketing agency – everywhere and all at once: a dozen or so projects running in parallel, different teams, clients with questions, and briefs that change midway through execution. When everything is scattered across separate email threads, spreadsheets, and messaging apps, it’s hard to meet deadlines and maintain consistency in service.

Firmao CRM gives the agency a single place to manage clients, projects, and sales. Sales reps can view each client’s history, project managers can monitor campaign progress, and the owner has insight into the agency’s overall performance – without having to sift through the inbox or ask each person individually what’s happening on a given project.

CRM features tailored to marketing agencies:

A customer database with a complete history of our business relationship

Project and Campaign Management (Kanban, Gantt)

Sales funnel and lead management

Team Time Tracking

Quick quoting and invoicing

Automatic reminders and tasks

Integration with email and third-party tools

Reports and analyses of the agency's results

One program instead of separate tools for design, sales, and invoicing

You don’t have to pay for access to multiple platforms because everything is in one place. Thanks to its modular design, Firmao replaces: a CRM, a project management tool, an invoicing program, a team calendar and performance reporting software.

Get your projects organized today!

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All emails, agreements, quotes, and invoices are organized under the customer's profile. Everyone on the team knows where things stand without having to ask a colleague or search for a thread from three months ago.

Each campaign is a separate project with its own tasks, deadlines, and assigned team members. Kanban boards and Gantt charts show what’s in progress, what’s awaiting approval, and where delays are occurring - before they catch the client off guard.

The system shows you what stage each potential customer is at. Automatic reminders ensure that no lead is lost due to a lack of follow-up, and the contact history lets you pick up the conversation exactly where you left off.

The team tracks the time spent on each task, and you can see how many hours a given project has taken. This makes it easier to price future projects, bill subscription-based clients, and monitor the agency’s profitability.

You create a quote based on the service database, send it to the customer, and convert it into an invoice with a single click. Documents are automatically assigned to the appropriate customer without the need to manually re-enter data.