CRM for Agencies That Win Clients on Calls and WhatsApp
Briefs arrive from your website, referrals, ads and WhatsApp. Discovery calls and proposals happen over weeks. Salesvora keeps every prospect, call and chat on one record and reminds you to follow up before the brief goes to another agency.
Call tracking free on every plan · Pro from ₹499/month for the whole team
In short
Salesvora is a CRM for Indian digital marketing, design, development and creative agencies whose new business happens on calls and WhatsApp. The Android app logs every call with a prospect, WhatsApp chats go into a shared inbox on the agency's number, website and Meta ad enquiries arrive already assigned, and each prospect moves through stages such as Discovery Call, Proposal Sent and Signed. Repeat projects from existing clients are tracked as new deals. Call tracking is free on every plan, and Pro is ₹499/month for up to 5 people.
Where agencies lose new business
Most prospects talk to three agencies. The one that follows up on the proposal, politely and on time, usually signs the client.
Proposals go out and the trail goes cold
New business lives in the founder's WhatsApp
You do not know which channel brings retainers
From an inbound brief to a signed retainer
A 12-person performance marketing agency in Bengaluru with a founder and two business development managers.
Monday
A brief arrives through the website
A D2C skincare brand asks for help with Meta ads and content. The website form creates the lead, assigns it to Arjun in business development, and he is notified on Telegram.Monday, 4 pm
Discovery call, logged and noted
Arjun calls the brand's founder. The app logs the 32-minute call and the post-call sheet notes "₹3 lakh/month ad spend, wants creatives + media, decision in 2 weeks".Thursday
Proposal shared on WhatsApp
Arjun sends the proposal deck from the shared inbox, moves the lead to Proposal Sent and sets a follow-up for the next Wednesday.Next Wednesday
Reminder, follow-up, negotiation
Arjun is reminded, calls, and learns they want a smaller first-month scope. The lead moves to Negotiation with the new deal value.Two weeks later
Signed, and the next project becomes a new deal
The retainer is signed and the lead moves to Won. When the brand later asks for a website rebuild, it opens as a new deal on the same client.
Calls
Discovery calls and proposal follow-ups, on the prospect's record
Your founder and business development team install the Salesvora Android app. Every call with a prospect or client is logged with its duration, and new numbers become leads automatically, so referral calls are never lost.
After each call, the app asks for the outcome, the next step and a note, so whoever follows up next knows the budget, the scope and the objections.
- Discovery and follow-up calls logged automatically
- Budget, scope and decision date noted after each call
- Referral callers become leads on their own
- Prospect history stays with the agency when people move on
Call tracking uses the Salesvora Android app and is included on every plan, including Free.
Call ended · 3m 41s
Glow Botanics (D2C)
Existing Client - Discovery Call
Last remark: “Website brief: Meta ads + content”
Call Outcome / Disposition
Schedule Next Follow-Up
Set for Thu, 7 Nov at 3:00 PM
Quick Note / Remarks
₹3 lakh/month ad spend. Wants creatives + media buying. Decision in 2 weeks.
New business on the agency's number, not the founder's phone
Prospects and clients expect to reach you on WhatsApp. Salesvora puts the agency's number in a shared inbox, so business development can reply, the founder can step in, and every chat is saved on the prospect's record.
Send case studies or a festive-season offer to past prospects as a WhatsApp campaign, filtered by stage or service interest, and see who replied.
- Founder and BD team on one agency number
- Proposals and decks shared from the inbox
- Case-study campaigns to past prospects
- Chats stay with the agency when people leave
WhatsApp inbox and campaigns are on Pro and Max.
Glow Botanics
Assigned to Arjun · Proposal Sent
Arjun
Hi Sneha, sharing the proposal for Meta ads + content. Happy to walk you through it.11:30Arjun
Yes, we can. I will send a revised scope and call you tomorrow at 12.16:52Lead sources
Website, referrals, ads and WhatsApp in one pipeline
Your website enquiry form, Meta lead ads and Google Ads lead forms bring briefs in automatically. Referrals and enquiries from events or LinkedIn can be added in seconds with their source.
At the end of the quarter, the Leads by Source report shows which channel brought signed clients, so you know whether to invest in your own ads, your website or your referral partners.
- Website form on every plan
- Meta and Google lead forms (Pro and Max)
- Referral and event sources
- Signed clients by source
Glow Botanics
MonMeta ads + content · D2C skincare
Website FormAssigned to ArjunUrban Nest Interiors
TueReferred by a current client
ReferralAssigned to FounderFitFuel Cafe
WedInstagram ad · local SEO
Facebook Lead AdsAssigned to Meera
AI agent
An AI agent that qualifies briefs before you get on a call
On Max, the AI agent replies the moment an enquiry arrives on WhatsApp: it explains your services from your FAQs, asks your qualifying questions such as monthly budget, timeline and industry, and books a discovery call in your working hours.
Low-budget or out-of-scope enquiries get a polite answer, while serious prospects reach your business development team with their answers already on the lead.
- Your own qualifying questions
- Discovery calls booked inside working hours
- Budget and timeline saved on the lead
- Serious prospects handed to a person
FAQ agent on Pro (50 replies a month). All six agents and automations on Max.
FitFuel Cafe
Instagram lead · AI agent
AI agent
Hi! Thanks for reaching out. What would you like help with: local SEO, social media or ads? And roughly what monthly budget?20:10AI agent
That fits our local growth package. Shall I book a 20-minute call with Meera? Tomorrow 11 AM or 4 PM?20:14Pipeline
A new-business pipeline for agencies
Rename the stages to your process. A common agency setup is Enquiry, Discovery Call, Proposal Sent, Negotiation, Won and Lost.
Add a deal value when you know the retainer or project size, and Reports will show won revenue next to won counts. When an existing client asks for another project, it becomes a new deal on the same client.
FitFuel Cafe
Tomorrow 4 PM
Urban Nest
Referral
Glow Botanics
Follow-up Wed
Aarna Jewels
Scope revision
Peak Motors
₹80k/month
What Salesvora costs an agency
A freelancer or founder handling new business alone can use Free: one user, call tracking and 50 new leads a month. An agency with up to five people in business development and account management runs on Pro at ₹499/month (₹4,999/year), flat for the team, with WhatsApp, Meta ads and unlimited leads.
Agencies with six to fifteen people working new business, or anyone who wants the AI agent qualifying briefs after hours, use Max at ₹999/month (₹9,999/year).
Frequently Asked Questions
Is Salesvora a project management tool for agencies?
No. Salesvora manages new business and client relationships: enquiries, calls, WhatsApp, proposals, follow-ups and deals. Keep delivery tasks in your project management tool.
Can I track proposals and their follow-ups?
Yes. Move the prospect to a Proposal Sent stage, set a follow-up date, and the owner of the lead is reminded on WhatsApp, Telegram or email when it is due. Overdue follow-ups stay at the top until they are done.
Can our founder and BD team share one WhatsApp number?
Yes, on Pro and Max. Connect the agency's number through the official WhatsApp Cloud API and everyone replies from a shared inbox. Team members see the chats for prospects assigned to them; owners see everything.
How do I track repeat projects from the same client?
Each new project is a separate deal on the same client, with its own stage and value, so a client's full history stays in one place.
Which lead sources can an agency connect?
Your website form, Facebook and Instagram lead ads, Google Ads lead forms, WhatsApp messages and phone calls are captured automatically. Referrals and event contacts can be added with their source, or imported from a spreadsheet.
How much does it cost for an agency?
Free for one user. Pro is ₹499/month for up to 5 team members and Max is ₹999/month for up to 15, flat for the whole team, with a 14-day free trial.
Follow up on every proposal you send
Free for one user. Pro for your whole new-business team at ₹499/month.