Branding, web, SEO, paid ads, social, and content agencies. Enquiry to discovery to proposal to won, then onboarding and an active project or retainer. Project- and retainer-based work.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers clients, each engagement a project, your staff specialist. No loan or generic labels.
A 10-question customer intake built for Marketing / Creative Agency, e.g. What are you mainly trying to achieve?; Which services are you interested in?; Who are your ideal customers?.
Collects Creative brief, Brand assets, Account access details.
Compliance built in: Insurance and registration.
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for Marketing / Creative Agency?
Yes. CRMandGo ships a Marketing / Creative Agency pack that tailors the CRM to your industry: it calls your customers clients, tracks each project through 6 stages (Enquiry, Discovery, Proposal, Won, Onboarding, Active), and collects the documents your work actually needs.
Can I tailor the questions, stages and labels?
Yes. Every question, pipeline stage, document and label is editable and toggleable per business in settings, so these are sensible defaults you tune, not a rigid form.
Where is my data stored?
In Australia, in Google Cloud's Sydney region, with no replication offshore. CRMandGo is Australian owned and operated.
How much does CRMandGo cost?
CRMandGo has a free trial. See the pricing page for current plans, all in AUD.
Start free and CRMandGo shapes itself around your industry from day one.
Get started freePart of the AndGo Platform