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Agency CRM & Pipeline Management
WorkBook CRM makes it easier to track opportunities, identify the right work to pursue and build a healthier pipeline.
Demo Video
WorkBook CRM: Agency Pipeline Management
For a project-based agency, your pipeline is your lifeline. So it’s no wonder that 77% of agencies rank New Business as the most important area of focus for their business.* WorkBook’s CRM module helps you empower your Client Services and New Business Teams to nurture client relationships and build a healthy pipeline, while supporting industry best practices that provide you with the insights to know what business to pursue and when. *Reflect, Recharge, Move on: Creative Agencies in 2021 - Campaign & Deltek
Request a DemoBenefits
Manage Incoming Work
Set the team up for success by quoting opportunities accurately and streamlining project hand-off.
Maintain a Healthy Pipeline
Maintain a healthy pipeline and prioritize work with insight into how current and potential work impact agency capacity and revenue.
Bring in Better Business
Make better decisions about which clients and projects to pursue and which are more trouble than they’re worth.
Features
Manage Incoming Work
- Manage opportunities by entering contacts, activities and follow-up reminders
- Save important emails and documents to the appropriate client and pipeline
- Build more accurate quotes based on historical project data
- Streamline project hand-off by converting an opportunity into a job in one click
Enhance Your New Business Strategy
- Get valuable insight on which clients and projects are most profitable for your agency to pursue
- Understand which relationships to nurture and which are more trouble than they’re worth