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The Agency CRM

Core module

Leads & pipeline

From first contact to closed deal. Capture leads from any source, have them enriched and scored automatically, and move deals through a visual pipeline that gives your whole team an overview.

Last updated: July 16, 2026

How it works

Every lead lands in one place — whether through a form, your website, an import or the leads scraper. From there the lead moves through your pipeline: new stages, follow-up and finally a won or lost deal.

The pipeline

Capturing leads

The Agency CRM collects leads automatically from multiple channels:

  • Forms — Publish forms on your site; every submission instantly becomes a lead with its source and timestamp.
  • Website visitors — Identify companies visiting your site and convert them into leads based on their behavior.
  • Leads scraper — Find new companies by industry, region and criteria, and import them directly.
  • Import — Upload a CSV or connect a source; duplicate records are merged automatically.

Enrich & score

New leads are enriched automatically with company data and then scored. The AI score estimates how promising a lead is so your team works the warmest leads first. You can tune the scoring rules to your own ideal customer profile.

The pipeline

The pipeline is a kanban board: columns are stages, cards are deals. Drag a deal to the next stage and its tasks and automations follow along. You start with a seven-stage pipeline, but you can shape it entirely to your own sales process.

  1. New — the lead has arrived and awaits first contact.
  2. Qualified — there’s a match; the lead fits your offering.
  3. Proposal — a quote or proposal is with the client.
  4. Negotiation — you’re discussing scope, price and terms.
  5. Won / Lost — the deal is closed; won deals flow through to projects and invoicing.
Link each pipeline stage to an automation — for example “send a follow-up email 3 days after Proposal”. That way no deal ever slips through.
Always move deals through the board (or the API), not by editing records directly. That’s the only way stage automations and reporting stay accurate.

How it connects to other modules

A won deal isn’t an endpoint but a starting point. From here you automatically create a project, turn a quote into an invoice, or have a contract signed.