CRM for digital marketing agencies in India
AgencyCRM helps Indian digital marketing agencies manage leads from Meta Ads, Google Ads, WhatsApp and referrals — with follow-ups, proposals, payments and retainers in one workspace.
Who it's for
Digital marketing agencies in India running ads and services for multiple clients.
Problem it solves
Leads scattered across Excel, WhatsApp and inboxes — follow-ups slip and revenue leaks.
Relevant features
- Lead management
- WhatsApp follow-ups
- Bulk import (CSV/Excel)
- Proposals & payments
- Retainer / MRR dashboard
Common problems agencies face
Leads lost in Excel & WhatsApp
Spreadsheets and chat threads make follow-ups inconsistent.
No clear follow-up queue
Hot leads go cold because nobody owns the next step.
Payment & retainer chaos
Dues, invoices and renewals tracked in scattered files.
Proposals lose context
Hard to know which client saw or accepted a proposal.
How AgencyCRM solves them
One pipeline for every channel
Capture Meta Ads, Google Ads, WhatsApp, referral and website leads with source tracking.
WhatsApp-first follow-ups
Pre-filled WhatsApp messages from any lead — no copy paste.
INR payments & reminders
Track invoices, dues and payment reminders in ₹ with UPI-friendly workflows.
Retainer / MRR dashboard
See active retainers, recurring revenue and contract-end alerts at a glance.
A typical workflow
- 1Import Meta Ads or Excel leads
- 2Assign owner & status
- 3Send pre-filled WhatsApp follow-up
- 4Track proposal status
- 5Add payment reminder
- 6Convert to client & track retainer
Key features
Lead management
Statuses, sources, owners and notes for every enquiry.
WhatsApp follow-ups
Click-to-WhatsApp with templated messages.
Bulk CSV/Excel import
Map columns, normalize Indian phone numbers, skip duplicates.
Proposal tracking
Track Draft / Sent / Accepted / Rejected with shareable links.
Payment reminders
Stay on top of overdue invoices and renewals.
Retainer / MRR dashboard
Monthly recurring revenue and active retainers in one view.
Excel & WhatsApp vs AgencyCRM
| Capability | Excel & WhatsApp | AgencyCRM |
|---|---|---|
| Lead capture | Manual rows in Excel, easy to lose | Structured leads with status, source & owner |
| Follow-ups | Scattered WhatsApp threads | Daily follow-up queue with reminders |
| Bulk import | Copy-paste rows by hand | CSV/Excel import with duplicate detection |
| WhatsApp outreach | Manually retype messages | One-click pre-filled WhatsApp messages |
| Payments & retainers | Tracked in another file | Reminders + Retainer/MRR dashboard |
| Team & history | No audit trail | Per-user roles & lead history |
Plans in INR — start free, upgrade when you grow
Free (₹0, 30 leads) · Pro (₹299/month) · Enterprise (₹599/month). All plans support UPI & Razorpay.
FAQs
Related pages
Ready to run your agency in one workspace?
Start with the Free plan and upgrade only when you grow. INR pricing, UPI supported.