Sales crm
Workamajig's CRM & sales software for advertising agencies
ensures every client detail is captured — from first contact
to final sign-off
Capture leads
Create new leads, capture all details & discussions, & track your pipeline end-to-end.
Track your wins
Keep deals moving from initial interest to awarded work using a simple drag & drop interface.
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 conversations
Follow up on conversations with leads, share notes, & see full conversation history.
Assign opportunities
Turn leads into opportunities, assign them to an owner, set stage, status, type, & more.
Create estimates
Use templates for instant estimates (or create custom ones) & send as PDFs.
Plan resourcing
Forecast the resources you'll need for the project against your predicted capacity.
Start projects
Turn won opportunities into projects with details carrying over, ready for your PMs.
Measure outcomes
Get a full breakdown of sales performance by rep or client & tract against target revenue.
Sales CRM FAQs
Can we integrate email?
Yes, record all email for a contact & never miss what’s been discussed
Can we sync calendars?
Yes, sync Outlook, Google, or iCal calendars in Workamajig & see your schedule in one place
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
One source of truth for clients & projects
Track time & projects in Workamajig
Accurately forecast revenue & resourcing
Plan based on real pipeline data, not best guesses
Win more profitable work, more often
Grow the business by doing more of what you’re great at
“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.
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.
