Create a seamless process from first contact to confirmed project & beyond.

 
Get Workamajig's CRM & Sales Software for Marketing Agencies & get all client data in one place
 
 
Endless Opportunities

Stop opportunities from falling through the cracks... and all while better predicting your future revenue and resourcing needs.

  • Easy convert leads into contact & company records with full conversation history
  • Get full pipeline visibility & see opportunities by stage, status & probability to close
  • Set goals for the team & track performance against target revenue

sales_crm

 

Accurate estimates. Bigger wins.

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  • Easily move a contact through your entire sales workflow, from start to finish.
  • Send estimates from your project templates,  or create one from scratch including hours, labor, expenses & more
  • Get approval, create a live project, and have everything ready for the project manager
  • ... all from Workamajig's sales dashboard. 

 

Colin_Lange
Colin Lange, CEO @ Monaco Lange

 "We understand the sales cycle, and our knowledge of the sales pipeline has gotten much stronger, particularly for projects. Passing a very clear scope from sales to operations has allowed us to be much better in delivering work that not only aligns with clients’ expectations but aligns with our business’s expectations of making money and continuing to do well. Being able to capture all of that—that’s a really powerful thing.

Even more features Your fully-integrated sales solution. Get the best CRM for marketing agencies!

  • Sales Dashboard

Get a complete overview of your pipeline & spot opportunities needing attention
  • Email integration

Record all sent and received email from a contact & never miss any communication
  • Calendar integration

Sync your Outlook, Google, or iCal Calendar in Workamajig & keep everything in one place

What happens when all your marketing project management tools are fully integrated?

 

 

More profit. Less stress.