SOLUTIONS / AGENCY CRM
Win the client. Manage the relationship. Deliver the work.
Connect agency leads and client relationships with follow-ups, projects, tasks and team ownership so sales and delivery do not live in separate systems.
Leads
Follow-ups
Tasks
Team management
FP FollowUpPro
AGENCY CRM
TODAY
WORKSPACE
Connected
AGENCY CRM
01
PROSPECTS
Track new business opportunities
02
CLIENTS
Keep relationship context connected
03
DELIVERY
Projects, tasks & ownership
NEXT ACTIONS
Follow-up due
Today
Assigned work
On track
Customer context
Connected
Next follow-upAlways visible
FollowUpPro
CRM + Work Management
01 / THE PROBLEM
WHY TEAMS LOSE OPPORTUNITIES
More enquiries are not enough.
The next action has to happen.
Most growing teams do not lose every opportunity because of poor demand. They lose opportunities when ownership, context or the next follow-up becomes unclear.
Proposal follow-ups are forgotten
Client requests are spread across chats
Managers cannot easily see active work and ownership
02 / HOW FOLLOWUPPRO HELPS
BUILT AROUND YOUR WORKFLOW
One place for the relationship
and the work behind it.
FollowUpPro connects leads, follow-ups, customers, projects, tasks and team ownership so your team knows what needs to happen next.
01
Agency lead management
Track prospects, services of interest, lead source, owner and pipeline stage.
02
Proposal follow-ups
Schedule callbacks after proposals, audits, meetings and commercial discussions.
03
Client 360
Keep customer details, history, follow-ups and active work connected.
04
Project management
Move won opportunities into structured projects with tasks and milestones.
05
Team tasks
Assign campaign, design, development, content and client-service work to the right people.
06
Business visibility
See pipeline, customers, projects, tasks and follow-up activity from one workspace.
03 / WORKFLOW
FROM ENQUIRY TO RESULT
Give every opportunity
a visible next step.
Your exact process can differ, but the principle stays the same: capture the opportunity, assign ownership, follow up, convert and keep the work moving.
01
New prospect
02
Discovery call
03
Proposal
04
Follow up
05
Won client
06
Project delivery
CONNECTED CONTEXT
When the lead becomes a customer, the history does not disappear.
Lead history
Follow-up timeline
Customer record
Tasks & projects
04 / USE CASES
FOR GROWING TEAMS
Designed for the way your industry actually works.
Start with the process you already understand and use FollowUpPro to make ownership, follow-up and work more visible.
01
Digital marketing agencies
02
SEO agencies
03
Web agencies
04
Creative agencies
05
Social media agencies
05 / FAQ
COMMON QUESTIONS
Before you start, know what to expect.
Can FollowUpPro manage agency leads and clients?
Yes. It connects leads, customers, follow-ups, projects and tasks so your agency can manage sales and delivery in one place.
Can a won lead become a project?
Yes. FollowUpPro is designed around the flow from lead to customer to project and work.
Can agencies manage team tasks?
Yes. Tasks, subtasks, checklists and project work can be assigned to team members.
TALK TO FOLLOWUPPRO
Stop managing agency sales in one place and delivery in another.
Tell us a little about your business. Our team can show you how FollowUpPro can fit your current lead and follow-up process.
Free product walkthrough
Industry-focused setup discussion
No obligation to purchase
REQUEST A DEMO
Usually takes less than 60 seconds