CRM for marketing agencies
A CRM for marketing agencies that your sales team will actually update
Agency sales is not like selling a product. Leads come from referrals, Instagram DMs, website forms and cold outreach; proposals change three times; and a lead that goes quiet for a week is usually lost. A generic CRM built for large sales teams is too heavy for that, and a spreadsheet is too easy to forget.
The Rodez Flow CRM is built around how agencies sell: a clear pipeline, reminders for every follow-up, and a straight line from "won" to client onboarding and the first invoice — all inside the same panel your team already uses for work.
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Sales pipeline
January₹9,200 needed per working day
New · ₹1.2L
Bloom Interiors
₹45,000
Kraft Bakers
₹75,000
Proposal sent · ₹2.6L
UrbanFit Gyms
₹1,80,000
Spice Route
₹80,000
Won · ₹3.4L
Green Leaf Cafe
₹60,000/mo
FitBox
₹1,20,000
The problem
Where agency leads get lost
Follow-ups depend on memory
When the reminder lives in someone’s head, a busy week means leads go cold.
The same lead is chased twice
Two people contact one prospect from different sources, and it looks unprofessional.
No one knows the real numbers
Without a live pipeline, revenue forecasts are guesses and targets are checked at month end.
How Rodez Flow helps
What the CRM does for you
Pipeline board
Drag leads through your stages, from new enquiry to proposal to won.
Follow-up reminders
Every lead has a next step and a date, and the right person is reminded on time.
Duplicate-lead warnings
You are warned when a lead with the same details already exists.
Live sales dashboard
Track your target, win rate, pipeline value and recurring revenue as it happens.
CSV import and export
Bring your existing leads in from a spreadsheet, and take them out any time.
Won lead to invoice
Once a deal closes, raise the GST invoice from the same panel — no re-typing.
The sales CRM is included on every plan, starting with Starter.
Getting started
Up and running in three steps
- 1
Import your leads
Upload a CSV of your current leads, or add them as they come in.
- 2
Set your stages and target
Match the pipeline to how your agency sells, and set a monthly target.
- 3
Follow up on time
Your team gets reminders, and you watch the pipeline and target update live.
Simple pricing
One flat price for your whole team
Every plan starts with a 14-day free trial. No card needed.
Starter
For small teams getting organised.
₹2,999₹1,499/month
50% off for your first 3 months
Up to 10 people
- Tasks, attendance, leaves & chat
- Sales CRM & GST invoices
- Rodez AI assistant
- Team culture & achievements
Growth
For agencies serving many clients.
₹6,999₹3,499/month
50% off for your first 3 months
Up to 30 people
- Everything in Starter
- Marketing workspace & client approvals
- Monthly client reports
- Meetings with Google Meet
- Your logo and colours
Agency
For larger agencies and groups.
₹14,999₹7,499/month
50% off for your first 3 months
Unlimited people
- Everything in Growth
- Your own domain
- No “Powered by Rodez Flow”
- Priority support
Prices exclude 18% GST. Pay monthly by card or UPI autopay. Cancel anytime. After the offer months, the normal price applies.
FAQ
CRM for marketing agencies: common questions
Is this a full CRM like Salesforce or HubSpot?
No — and that is deliberate. It covers what an agency sales team needs every day (pipeline, follow-ups, targets, invoices) without the setup and cost of an enterprise CRM.
Can I import leads from a spreadsheet?
Yes. Import leads from a CSV file, and export them whenever you like.
Who can see the leads?
Access follows roles. Sales and admin roles work with leads; other team members only see what their role allows.
Does it connect to invoicing?
Yes. Invoicing is in the same panel, so you can bill a client as soon as the deal is won.
Ready to run your agency in one place?
Set up your workspace in a minute and invite your team today. Free for 14 days.
