3 deals won today

CRM for marketing agencies

When the sale lives in one tool and delivery in another, every new client starts with a round of questions. See next quarter's recurring revenue at a glance and start work the day a client says yes.

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Why it matters

Most CRMs stop at the close and leave you to set the client up again.

Forecast the way you earn.

Deals carry a monthly value and term, so forecast reads as recurring revenue.

Win and start the same day.

The client, contract and first invoice come out of the closed deal.

Every lead in one place.

Forms, your site, booking links and referrals land in one pipeline.

Add proposals and a won deal becomes an accepted proposal and first invoice. Nothing falls between.

What you get

Forecast you can plan around

See next quarter's recurring revenue, not a list of one-off deals.

Win today, start today

A won client is ready for your team the same day.

Stay on the right side of consent

Know who agreed to hear from you, and never email someone who opted out.

No lead left behind

Every form, booking and referral lands in the same pipeline.

The full story on every deal

Emails and meetings sit with the deal, so anyone can pick it up.

Know who is selling

See win rates and activity by rep, and pay commissions with confidence.

Compared

CRM in Verbial vs HubSpot

HubSpot is built for companies that sell a product once. An agency sells a relationship monthly, and the handover from won deal to delivered work is where the difference shows.

CapabilityVerbialHubSpot
Forecast unitMonthly value and term, read as recurring revenueOne-off deal amount
What happens at closed-wonClient, project, agreement and first invoice createdThe deal is marked won
ProposalsIncluded, on your brandQuotes add-on, or a separate tool
Invoicing the clientIncluded, from the signed scopeNot included
Time against the clientIncluded, paced against the retainerNot included
Price at 10 seatsPer full seatPer seat, per hub, and it compounds
See the full HubSpot comparison →

Plans

Build a stronger agency.

Start with Starter, or talk to us about Growth and Enterprise.

Compare plans

Works with

Better together, and nothing falls between them.

Drafted by AIProposalsAdd the CRM and every proposal starts from the deal's value and term.See proposals →Paid · $26,000InvoicingAdd time tracking and hourly invoices pull from approved entries. Deleted lines return to unbilled.See invoicing →85% of retainerTime trackingAdd invoicing and approved hours become invoice lines for hourly clients and usage statements for retainers.See time tracking →

Common questions

What is a CRM for marketing agencies?

A CRM built 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 and billing.

Do I need a separate proposal tool?

No. Proposals and invoicing are included, so a won deal becomes an accepted proposal and 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 preview first and one-click undo.

Which plans include the CRM?

The CRM is included in Growth and Enterprise. See the pricing page for details.

Start with the CRM. Add the rest when it earns its place.

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