Skip to content
Level up your

Sales crm

Workamajig's CRM & sales software for advertising agencies
ensures every client detail is captured — from first contact
to final sign-off

Request a demo
wmj-hero-bgnd-page-1
oppurtunities

leads

Capture leads

Create new leads, capture all details & discussions, & track your pipeline end-to-end.
track

Track your wins

Keep deals moving from initial interest to awarded work using a simple drag & drop interface.
launch

Launch projects

Convert won opportunities into projects or full campaigns, with all estimates, schedules, specs, & conversations included.

A sales command center built for agencies
- fully integrated into your project workflow

track-1

Track conversations

Follow up on conversations with leads, share notes, & see full conversation history.

assign-1

Assign opportunities

Turn leads into opportunities, assign them to an owner, set stage, status, type, & more.

create-estimates

Create estimates

Use templates for instant estimates (or create custom ones) & send as PDFs.

plan-resourcing

Plan resourcing

Forecast the resources you'll need for the project against your predicted capacity.

start-projects

Start projects

Turn won opportunities into projects with details carrying over, ready for your PMs.

measure-outcomes

Measure outcomes

Get a full breakdown of sales performance by rep or client & tract against target revenue.

Sales CRM FAQs

email

Can we integrate email?

Yes, record all email for a contact & never miss what’s been discussed
calendars

Can we sync calendars?

Yes, sync Outlook, Google, or iCal calendars in Workamajig & see your schedule in one place
stages

Can we customize stages?

Yes, customize opportunity stages, status, & outcomes to match your sales workflow

Upgrade your agency with an
end-to-end integrated CRM

truth
One source of truth for clients & projects

Track time & projects in Workamajig

forecasting-1
Accurately forecast revenue & resourcing

Plan based on real pipeline data, not best guesses

profitable
Win more profitable work, more often

Grow the business by doing more of what you’re great at

Colin_Lange

Knowledge of our sales pipeline has gotten much stronger.…

… [We're] delivering work that not only aligns with client expectations but aligns with our business's expectations of making money and continuing to do well.

Colin Lange
CEO , Monaco Lange

Transform the way your agency operates

We’ve been helping advertising agencies
level up for 20+ years. We’re ready for the future.
Let’s get started.
wmj-footer-bgnd