Agencies constantly balance new business opportunities with ongoing client work. Without structure, proposals get lost, follow-ups are delayed, and client relationships become reactive instead of strategic.
Pipedrive helps agencies manage every client relationship clearly — from first inquiry to project delivery and long-term cooperation.
Multiple inquiries without clear prioritization
Proposals sent but not followed up
Client communication scattered across emails and chats
No structured visibility into pipeline value
Difficulty forecasting revenue from ongoing projects
Missed opportunities for renewals or cross-sell
Clear visibility from inquiry to project delivery
Structured pipeline tailored to your service types
Full client history in one place
Automated follow-ups and reminders
Forecasting based on real pipeline value
Better coordination between business development and account teams
Organize your work clearly:
Campaign projects
Branding assignments
Events
PR activities
Retainer contracts
New business acquisition
Each pipeline has clear stages, ownership, and expected revenue.
Every client record includes:
Communication history
Meeting notes
Proposals and documents
Tasks and deadlines
Contract details
Account managers always know what was discussed last and what comes next.
Pipedrive can automatically:
Remind you to follow up after sending a proposal
Notify account managers before campaign end
Trigger renewal conversations
Highlight cross-sell opportunities
No missed deadlines. No forgotten conversations.
Track key business metrics:
Pipeline value by project type
Proposal conversion rate
Average project value
Revenue forecast by month
Performance per account manager
Leadership meetings and forecasting are based on real data.
Pipedrive offers over 500 native integrations via its Marketplace. For agencies, we frequently design custom integrations via API and automation tools.
Marketing automation platforms, Email tools, Project management systems, Accounting and invoicing tools, Slack and communication platforms, Internal dashboards and BI tools — all can be connected into one integrated ecosystem.
Manage multiple client projects simultaneously
Run both project-based and retainer contracts
Want structured new business management
Need better visibility into revenue forecast
Aim to improve account management and renewals
Plan to scale team and service portfolio
We are not just an implementation agency. We are a long-term partner that understands sales, automation, and how companies really operate.
A fast-growing German company set up Pipedrive based on their experience with older CRM systems—and it nearly cost them. Dáváme helped them turn things around, quickly reconfiguring the system for greater satisfaction and, most importantly, better scalability for the future.
REAS connected property sellers with top real estate agents through an advanced CRM system and the REAS.cz platform. Read how we helped create a transparent and efficient real estate market.
We can now handle hundreds of solar panel inquiries with just five people. By implementing Pipedrive CRM, we successfully complete three times more projects without unnecessary delays.
No.
We do not sell universal CRM templates.
Each solution is based on real experience within the given industry, but it is always adapted to your specific processes, team structure, and business model.
Yes.
Every project is tailored to the individual company — regardless of industry.
We adjust pipelines, fields, automations, reporting, and integrations so that the CRM reflects how your company actually operates.
Yes.
We design pipelines and reporting structures that support both one-time projects and recurring retainers.
In most cases, yes.
If your tool provides API access, we can connect project management, accounting, and marketing platforms.
Yes.
We deliver projects globally and regularly work in English.
Book a consultation to get tailored recommendations, insights into your sales processes, and a clear implementation plan — or start a 14-day free Pipedrive trial and try the system at your own pace, with no sales call required.
