SmartContact for agencies

A simple CRM for marketing, design and digital agencies

Manage new-business pitches, see which campaigns actually win clients, and keep every client contact and conversation in one shared place.

Start free Try the demo

Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • Pitches involve several people and nobody knows who last spoke to the prospect.
  • You spend on events, ads and content but can't say which one brought in revenue.
  • Account managers leave and take the relationship history with them.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for agencies:

  1. New lead
  2. Brief received
  3. Pitch / proposal
  4. Negotiation
  5. Client (Account)
  6. Lost

Lead sources worth tracking: Referral, Awards / case study, Website enquiry, LinkedIn, Event.

Custom fields to add

  • Services: branding, web, SEO, paid media, social
  • Retainer or project: forecast recurring versus one-off revenue
  • Budget band: qualify early
  • Pitch date: plan who prepares what

How agencies use SmartContact

Marketing ROI on Standard

Record campaign spend and touchpoints, and SmartContact attributes won revenue to campaigns, sources and channels, by first touch, last touch or linear.

Deals with stages and probability

Put each pitch on the deal board with a value and expected close date, and the forecast shows what's likely to land this quarter.

The whole team sees the timeline

Calls, meetings, notes and logged emails sit on the client record, so a new account manager picks up where the last one left off.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "Which campaigns brought in the deals we won this quarter?"
  • "Summarise everything we've discussed with Bright Ltd before tomorrow's pitch."
  • "List open deals over £10,000 with no activity in the last 14 days."

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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Also for: IT support companies and MSPs · accountants and bookkeepers · consultants and professional services firms · architects and design practices