Core Industries
Win More Pitches, Keep More Clients
Agency life is hectic. SalesTub keeps client relationships, pitches, and retainers organized so you can focus on creative work that wins awards.
- Plans from $150/user/year
- Cancel anytime
- No long-term contracts
Overview
What is a marketing agencies CRM?
SalesTub helps marketing and advertising agencies manage client relationships, track campaign pipelines, handle retainers, and win new business. Keep your creative team focused on what they do best.
The problem
Why marketing agencies teams lose deals
Sound familiar? These are the problems teams describe before they switch to SalesTub.
Scattered Client Communications
Client requests come via Slack, email, WhatsApp, and calls. Important asks get lost.
Missed Retainer Renewals
Retainers expire because nobody tracked the renewal date. Revenue walks out the door.
Pitch Organization Chaos
Pitch decks, proposals, and follow-ups scattered everywhere. No central tracking.
No Project Profitability View
You finished the project but did you make money? No visibility into project economics.
Scope Creep Without Documentation
Clients ask for extras that weren't quoted. Without logged agreements, you eat the cost or damage the relationship.
Team Utilization Blindspot
Some team members are overwhelmed, others underutilized. No visibility into who has capacity for new work.
The solution
How SalesTub fixes it
Purpose-built tools for the way marketing agencies businesses actually sell.
Client Communication Hub
All client interactions logged in one place. Any team member can pick up context instantly.
Retainer Management
Track retainer dates, auto-remind before renewal, and never lose recurring revenue.
Pitch Pipeline
Track every pitch from initial meeting to won/lost. Analyze what wins and why.
Project Revenue Tracking
Link time, expenses, and revenue to projects. See profitability at a glance.
Resource Allocation View
See team capacity at a glance. Know who can take on new work and who's overloaded.
Scope Change Documentation
Log every client request and change order. Protect your margins with clear documentation.
Built for marketing agencies workflows
- Client Retainer Tracking
- Pitch Pipeline Board
- Proposal Template Library
- Resource Allocation View
- Project Profitability Reports
- Client Communication Log
- Invoice & Billing Tracking
- Integration with Project Tools
Teams in marketing agencies lean on deal pipeline, invoicing & quotes and team management most.
Compare
SalesTub vs. the alternatives
Why marketing agencies businesses choose SalesTub over spreadsheets and heavyweight enterprise CRMs.
| Capability | SalesTubfrom $150/user/yr | SpreadsheetsFree | Enterprise CRM$2,500+/user/yr |
|---|---|---|---|
| Set up in under an hour | Yes | Yes | Weeks |
| Automated follow-ups & reminders | Yes | No | Yes |
| WhatsApp built in | Yes | No | Add-on |
| Native iOS & Android apps | Yes | No | Yes |
| Quotes & invoices | Yes | No | Add-on |
| Custom fields & pipelines | Yes | No | Yes |
| Priority support | Yes | No | Paid tier |
| No training or consultants | Yes | Yes | No |
FAQ
Marketing Agencies CRM, answered
Everything teams ask before they move their marketing agencies sales into SalesTub.
What CRM do marketing agencies use?
Marketing agencies use SalesTub for client relationship management, pitch tracking, retainer management, and project profitability analysis. It's designed for agency workflows with features like proposal templates and resource allocation.
How do agencies track client retainers?
SalesTub tracks retainer start/end dates, monthly fees, scope of work, and renewal timelines. Automatic alerts 60, 30, and 14 days before renewal ensure you start conversations early. See total retainer revenue, track changes over time, and identify at-risk accounts before they churn.
Can I track project profitability in agency CRM?
Yes, SalesTub links time tracking, expenses, and contractor costs to each project. See real-time profitability as the project progresses, not just at the end. Compare estimated vs actual hours, identify scope creep early, and make data-driven pricing decisions for future similar projects.
How does CRM help with new business pitches?
SalesTub provides a dedicated pitch pipeline tracking opportunities from first meeting through proposal to decision. Store pitch decks, track competitor information, log stakeholder preferences, and schedule follow-ups. Analyze win/loss patterns to improve your pitch strategy over time.
Does SalesTub help manage agency team capacity?
Yes, the resource allocation view shows team member availability, current project assignments, and capacity for new work. Prevent burnout by identifying overloaded team members and ensure balanced workload distribution. Plan ahead for upcoming project starts with visibility into future availability.
Can I document scope changes and client requests?
Absolutely. Every client communication, request, and scope change is logged with timestamps. When clients ask for extras beyond the original scope, you have documentation to support change order conversations. Protect your margins while maintaining positive client relationships with clear records.
Related solutions
All industriesCRM for B2B Sales
Manage complex sales cycles, track multiple stakeholders, and forecast revenue accurately with B2B-focused CRM.
CRM for Freelancers & Consultants
Win more clients, send professional proposals, and get paid faster with CRM built for independent professionals.
CRM for Startups
Move fast, track customers, and build repeatable sales processes from day one.
Sell more marketing agencies deals, starting today.
Plans from $150/user/year. Cancel anytime. No long-term contracts.
- Setup in 5 minutes
- No long-term contracts
- Cancel anytime
Or take SalesTub with you