What agencies usually struggle with
Most Indian agencies juggle leads from Meta Ads, Google Ads, WhatsApp, referrals and their website. Without a CRM, leads sit in messy Excel sheets and WhatsApp threads. Follow-ups are inconsistent, proposals get forgotten, and payment dues stretch out for months. The result: revenue leaks the agency cannot even see.
What a good agency CRM should include
A CRM for an Indian digital marketing agency should be priced in INR, support UPI and Razorpay, have a WhatsApp-first follow-up workflow, allow bulk CSV / Excel import, track proposals and payments, and surface a retainer / MRR dashboard for recurring revenue. Anything less and you'll still need three other tools.
Lead management
Every lead should have a clear status (New, Contacted, Qualified, Proposal, Won, Lost), an owner, a follow-up date and a source tag. AgencyCRM ships with these out of the box so a small team can keep the pipeline clean without inventing rules.
WhatsApp follow-ups
Indian leads expect a WhatsApp nudge. AgencyCRM puts a click-to-WhatsApp button on every lead with a pre-filled message — no copy-paste, no retyping. Enterprise users can save reusable templates with {{name}} and {{company}} variables.
Bulk imports
Migrating from Excel or another CRM should not take a week. AgencyCRM supports CSV and Excel uploads with column mapping, Indian phone number normalization and duplicate detection. Pro plans can import up to 2,000 leads and Enterprise up to 10,000.
Proposal tracking
Proposals get lost in inboxes. AgencyCRM gives each proposal a status (Draft, Sent, Accepted, Rejected) and ties it back to the originating lead so context never gets lost between sales conversations.
Payment reminders
Track outstanding, paid and overdue amounts per client. Mark reminders as paid when the money lands. Use the WhatsApp button to nudge clients in one click without leaving the CRM.
Retainers and MRR
The Retainer / MRR dashboard (Enterprise) shows total monthly recurring revenue and active retainers with renewal dates. Indian agencies finally get the same MRR visibility SaaS companies have had for years.
Pricing comparison
AgencyCRM is priced in INR: Free (₹0, 30 leads), Pro (₹299/month), Enterprise (₹599/month). Compared to USD CRMs that start at $25/user/month, you save 80%+ while getting features built specifically for Indian workflows.
Who AgencyCRM is best for
Indian digital marketing agencies, performance marketing teams, freelancers and small service businesses that need a CRM that respects their actual workflow — WhatsApp, Meta Ads, INR, retainers — rather than forcing them to adapt to a US enterprise sales process.
FAQs
Try AgencyCRM for your agency
Free plan: 30 leads · 5 clients · 1 user. Upgrade to Pro at ₹299/month.