A pipeline that fits how agencies win clients
Marketing, design, development or consulting: your new business comes from referrals, pitches and long email threads. Ellibo CRM keeps every conversation on the client, plans the next nudge and shows which sources really bring work.
Free for 2 users, for as long as you like. Works on any device.
Discovery call 2
Proposal sent 2
Won 1
New business at an agency, without the guesswork
Pitching takes your senior people's time. These are the leaks that waste it.
The thread lives in one person's inbox
The account lead is on leave and nobody else can see what the client was promised in last week's email.
Connect your mailboxes. Emails with leads and clients land on their records, and anyone on the deal can pick up the thread.
Scheduling a discovery call takes days
Three emails to find a slot, and the client is in another time zone.
Share a booking page. Clients see free times in their own time zone, and the call and the lead are added for you.
Proposals vanish into silence
You spend a week on a pitch, send the PDF and never know if it reached the decision maker.
Send the quote as a link. You see each time it is opened, and the client accepts it with name and signature, or tells you why not.
Nobody knows which work pays
Is it referrals, the website or events that bring the clients who stay? Everyone has an opinion.
Reports show lead sources, win rate, time in each stage and lost reasons. Click any bar to see the deals behind it.
From first email to signed retainer
- An enquiry arrives
From your website form or an email. It becomes a lead and the right partner is alerted.
- A call is booked
The prospect picks a slot on your booking page, with a video meeting link and a reschedule option.
- The proposal goes out
Build the quote from your service lines and a saved template, then send the link.
- Signed and handed over
The client accepts online, the deal moves to Won and the invoice can follow.
Tools that suit agency sales
Your inbox on every record
Connect your email. Client emails land on the record and you reply from your own address.
Sequences that stop on reply
Follow up after a pitch with emails, calls and tasks over days. A reply stops it at once.
Separate pipelines
New clients, retainer renewals and upsells, each with its own stages and win probabilities.
Clients abroad
Booking pages show times in the guest's time zone, and each person can work in English, Spanish, French or Portuguese.
API and webhooks
Send leads in from your own site, and tell other tools when a deal is won.
Reports and dashboards
Build your own: any records, filters and chart, emailed to the partners every Monday.
Ready before the next pitch
- Connect each partner's email so client threads land on the right records.
- Make a New clients pipeline and a Retainers pipeline.
- Add your service lines and a proposal template.
- Create a booking page for discovery calls and put the link in your signature.
- Start the Sales overview dashboard and pick your lead sources.
Add more Ellibo apps when you need them
One account, the same customers, items and team in every app.
ProjectsTurn a won deal into a project with tasks and milestones. TimesheetsSee the hours your team spends on each client. SignSend the contract for signature after the proposal is accepted.CRM for agencies: FAQ
Can clients accept a proposal online?
Yes. Each quote has a private link. The client sees it with your logo, downloads the PDF and accepts it by typing their name, with a signature if they like, or declines with a reason.
Can we run separate pipelines for new business and renewals?
Yes. Each pipeline has its own stages and win probabilities. The Free plan has 1, Standard 3, and Professional and Business have no limit.
Will our emails with clients show in the CRM?
Yes. Connect your work mailbox, and emails with your leads, contacts and companies appear on their records from the day you connect. Reply from CRM with your own address.
Can prospects book a call with us?
Yes. Share a booking page. It offers only times you are free, shows them in the guest's own time zone and can skip busy times in your connected calendar.
Can I see which lead sources win the most work?
Yes. Ready-made reports show lead sources, the lead funnel, win and loss, and time in each stage, and you can build your own.
Is it priced per user?
Yes. 2 users are free for ever, and paid plans are priced per user, so you pay only for the people who sell.
CRM for other businesses
More Ellibo apps for agencies & professional services
Spend your time on the pitch, not the chase
Free for 2 users, for as long as you like. Add more apps whenever you are ready.