CRM for marketing agencies
A CRM for marketing agencies should do more than store contacts: it should tell you what next quarter looks like and hand the won client straight to the people who deliver. In Verbial, the deal you win becomes the proposal, the signature, the first invoice and the client your team works against, so nothing is re-typed and no new client starts life in a spreadsheet.
14-day trial. No card, no sales call. Your workspace is ready in a few minutes.
Most CRMs celebrate the close and leave you to set the client up all over again.
- Forecast the way you actually earn. Deals carry a monthly value and a term, so you can see the recurring revenue you are pitching for, not a pile of one-off numbers.
- Win and start on the same day. The client, the contract and the first invoice come out of the deal you just closed.
- Every lead in one place. Forms, your site, booking links and referrals land in one pipeline, so nothing sits in an inbox for a week.
Add proposals and a won deal becomes a signed agreement and a first invoice without leaving the record.
What it does
Pipeline built for retainers
Deals carry a monthly value and a term. Forecast reads as recurring revenue.
Companies become clients
Win the deal and the company is the client you staff, budget and invoice.
Contacts with consent
Where consent came from and when, on every contact. Suppression by default.
Lead intake everywhere
Hosted forms, embeds, booking links and a write API, one pipeline.
Email and calendar in context
Gmail and Google Calendar per person. Threads and meetings on the deal.
Sales performance
Commissions, activity and win rates per rep. Owners see the funnel.
Which plans include crm?
| Plan | From | CRM |
|---|---|---|
| Free | $0/mo | Included |
| Starter | $79/mo | Add-on, $99/mo |
| Growth | $249/mo | Included |
| Scale | $649/mo | Included |
Annual billing is about 17% lower. Configure your price.
Works with
- Proposals: Add the CRM and every proposal starts from the deal's value and term. Invoicing is in every plan, so the first invoice is created at signature.
- Invoicing: Add time tracking and hourly invoices pull from approved entries. Delete a line and the entries return to unbilled.
- HubSpot alternative for marketing agencies
- PandaDoc alternative for marketing agencies
- Replace HubSpot, Harvest and PandaDoc with one system
- Capacity planning, defined
- Integrations
Questions
What is a CRM for marketing agencies?
A CRM for marketing agencies is customer relationship software designed around retainer sales. It tracks prospects through a pipeline, turns the won deal into a proposal and contract, and keeps the client record alive through delivery, billing and reporting. A generic CRM is built for one-off purchases; an agency CRM is built for recurring monthly revenue.
Do I need a separate proposal tool?
No. Verbial includes the proposal builder, e-signature and invoicing, so a won deal becomes a signed agreement and a first invoice in the same product.
Can I import from HubSpot or Pipedrive?
Yes. The migration hub imports companies, contacts, deals and owners from HubSpot, Pipedrive, Salesforce, Close and Zoho, with a dry run before anything is written and a rollback afterwards.
Which plans include the CRM?
The CRM is included in Growth and Scale, and available as a $99 per month add-on to Starter. Every plan includes proposals, time tracking, projects and invoicing.
Agency operating software
Start with crm. Add the rest when it earns its place.
See the operating software that agencies built to scale themselves.
14-day trial. No card, no sales call. Your workspace is ready in a few minutes.