Leads live in multiple inboxes
Bring enquiries into one owner-based pipeline.
CRM for Digital Marketing Agencies
CRM for Digital Marketing Agencies
Manage new-business enquiries, proposal follow-ups, client delivery, tasks and billing without losing context between sales and account teams.
- Lead ownership
- Know who follows up
- Customer history
- Keep context together
- Delivery visibility
- Projects & tasks
- Start free
- No credit card required
Why a CRM matters
When agency growth makes informal follow-up unreliable
ReltiGrow turns the customer journey into a visible team process.
Sales promises are lost after close
Keep proposal and customer context visible to delivery teams.
Client work is hard to summarise
Connect tasks, invoices and customer history in one system.
Your workflow
From first enquiry to ongoing customer
A simple stage model gives the team the same view of what happens next.
- 1
Enquiry
Inbound, referral or outbound lead
- 2
Discovery
Requirements, budget and next steps
- 3
Proposal
Commercial follow-up and decision
- 4
Delivery
Project, tasks and client coordination
- 5
Retain
Billing, support and next opportunity
Connected customer operations
Keep sales and customer work in the same operating view
Use ReltiGrow to manage the relationship before and after conversion, without forcing the team to reconstruct context in separate spreadsheets.
- Faster lead follow-up
- Cleaner proposal pipeline
- Better client handoffs
- One view of client work and billing
What you can run in ReltiGrow
Core CRM capabilities for a growing team
Every plan runs on the same connected customer record. Compare plans and limits.
Leads & deals
Capture, assign and progress opportunities.
Customers
Keep account, contact and activity history organised.
Projects & tasks
Move won work into delivery with clear ownership.
Invoices
Keep billing context close to customer records.
Support
Track customer requests and service history.
Reports
Review pipeline and activity without status-sheet chasing.
Automation
Reduce repetitive reminders and supported tasks.
Integrations
Connect supported tools and optional ReltiGrow WhatsApp.
Questions
Before you choose a CRM
Can we manage both prospects and active clients?
Yes. ReltiGrow is designed to keep the customer journey connected from lead through projects, billing and support.
Can each salesperson or account manager own records?
Use team ownership and activities so responsibilities and next actions stay clear.
Does WhatsApp come with the CRM plan?
WhatsApp integration is available through a separate ReltiGrow WhatsApp plan; Meta messaging charges may also apply.
Which plan fits our team size?
Choose by staff count first: the permanent Free plan covers 1 user, Starter up to 5 staff, Growth up to 10 and Business up to 20. Enterprise sets custom limits. Paid plans can be billed monthly or yearly.
Can we try it before paying?
Yes. Start on the permanent Free plan with one user, or open the live demo account to explore the workflow first.
Related
Related solutions
CRM + InvoicingKeep retainers and billing with the client.IT, Software & CloudB2B leads, onboarding, projects, recurring customer work and support.Real EstateEnquiries, agent ownership, visits, follow-ups and deal stages.Education & TrainingCourse enquiries, counsellor follow-ups, enrolment coordination and billing.
See CRM for Digital Marketing Agencies in action
Bring your current lead-to-customer process to the demo. We will focus the walkthrough on how your team actually works.