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CRM software for Agencies

CRM for agencies and studios

Capture new client requests from your website and Instagram, track proposals in the pipeline and keep invoices and payments in order after signing. The whole team sees every client’s history.

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PinDesk for Agencies

  • Lead capture

    Online forms for your site and Instagram that create leads.

  • Proposals and contracts

    Opportunities with value, stage and win/loss reason.

  • Client history

    Notes, calls, meetings and invoices on one timeline.

  • Teamwork

    Roles and access levels for managers, reps and viewers.

Frequently asked questions

Does it suit digital marketing agencies?

Yes. Lead capture, proposals, contracts, invoices and monthly retainers are all handled in PinDesk.

How many team members can use it?

The number of users depends on the plan, and each user gets their own role and access level.

Other uses of PinDesk

Gyms & clubsBeauty salonsClinicsSchoolsConsultingReal estateRetail

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Sign-up takes less than a minute and every feature is unlocked during the trial.

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