Proposal tracking CRM for agencies
Track proposal status, client opens, follow-ups and approvals in one CRM built for Indian agencies and freelancers.
Who it's for
Agencies and freelancers sending multiple proposals every month.
Problem it solves
Proposals get sent, then forgotten. Nobody follows up.
Relevant features
- Proposal records
- Status tracking
- Shareable links
- Follow-up reminders
Common problems agencies face
No status visibility
Did the client open it? Did anyone follow up?
Scattered docs
Proposals live in Drive, email and chat with no central view.
Slow approvals
Approvals stall and revenue stalls with them.
How AgencyCRM solves them
Proposal records
Every proposal has a status, value and follow-up date.
Shareable links
Send a branded proposal link to the client.
Pipeline integration
Proposals are tied to the lead — full context in one place.
Key features
Draft / Sent / Accepted / Rejected
Clear statuses for every proposal.
Linked to lead
Open the lead to see the proposal and vice versa.
Follow-up dates
Don't let proposals die in the inbox.
Value tracking
See pipeline value at each stage.
Branded share link
Send a clean, public proposal URL.
Conversion reports
See proposal win rate over time.
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.