For Agencies

CRM for Digital Marketing & Creative Agencies

Track every proposal, follow up on every prospect, and close retainer deals faster. Built for agency teams that run on speed and relationships.

Challenges Agencies Face

Proposals lost in email threads

You send 10 proposals a month but track them in your head. By the time you remember to follow up, the client has signed with someone else.

No visibility on hot prospects

Your sales team knows which deals are close to signing — but only in their heads. There is no shared view of what is active, stale, or ready to close.

Team not aligned on follow-ups

Account managers, founders, and BDRs all talk to the same prospect without knowing what was discussed. Clients notice the disorganisation.

How Salesvora Helps Your Agency

Client Pipeline

Track every prospect from first conversation through proposal, negotiation, and signed retainer. See your entire pipeline at a glance.

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Proposal Follow-Ups

Schedule reminders to follow up on proposals you sent. Get notified when it is time to nudge a prospect who has gone quiet.

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Team Performance

See which team members close the most deals, who has overdue follow-ups, and where your pipeline is leaking.

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Inbound Lead Forms

Embed a form on your agency website. Prospective clients who fill it land directly in your pipeline — no manual work.

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“Our sales reps would log into complex CRMs, get overwhelmed, and go back to WhatsApp. Salesvora removed every excuse. The whole team adopted it in 3 days. Our response time dropped from 6 hours to under 30 minutes.”

Meera Iyer

COO, GrowthBox Digital

Frequently Asked Questions

Is Salesvora suitable for a small agency of 3-5 people?

Absolutely. Salesvora is designed for teams of 1 to 15. Most agencies start with the free plan and upgrade to Pro as the team grows.

Can I track proposals and retainer stages?

Yes. You can customise pipeline stages to match your agency's process — Discovery, Proposal Sent, Negotiation, Retainer Signed, or any stages that fit your workflow.

How does it help with client handoffs?

Every interaction, note, and follow-up is stored on the client record. When a deal moves from sales to account management, all the context transfers automatically.

Can my team see only their own clients?

On the Pro plan, team members see only clients assigned to them. Founders and managers get a full view of the pipeline across all team members.

What does it cost for an agency?

Free for solo founders (1 user, 100 clients/month). Pro at ₹5/month supports up to 15 team members with unlimited clients and full analytics.

Close more retainer deals, faster

Free for solo founders. Pro for teams at ₹5/month. No credit card required.