From Lead to Client: The Complete Journey
Track every deal through your sales pipeline with full visibility
Discovery — First Contact
Capture every inbound lead in your pipeline. Log contact details, source, and initial requirements. Assign to the right team member and set the deal value.
Proposal — Pitch and Negotiate
Move deals to Proposal stage when you send pricing. Track proposal versions, feedback, and negotiation notes. See probability-adjusted pipeline value.
Negotiation — Close the Deal
Finalize terms, handle objections, and get the signature. Track revision rounds and decision-maker involvement. See exactly what's needed to close.
Closed — Convert to Client Workspace
One click converts the deal into a full client workspace with content calendar, task board, media library, and team access all pre-configured and ready.
Discovery — First Contact
Capture every inbound lead in your pipeline. Log contact details, source, and initial requirements. Assign to the right team member and set the deal value.
Proposal — Pitch and Negotiate
Move deals to Proposal stage when you send pricing. Track proposal versions, feedback, and negotiation notes. See probability-adjusted pipeline value.
Negotiation — Close the Deal
Finalize terms, handle objections, and get the signature. Track revision rounds and decision-maker involvement. See exactly what's needed to close.
Closed — Convert to Client Workspace
One click converts the deal into a full client workspace with content calendar, task board, media library, and team access all pre-configured and ready.
Everything You Need to Win Clients
Pipeline management built for how agencies actually sell
Visual Pipeline Kanban
Drag leads through stages with a smooth kanban board. Multiple pipelines, custom stages, and deal values all in one view.
Facebook Lead Ads Sync
Connect Facebook Instant Forms and auto-import leads every 15 minutes. Map form fields directly to CRM fields.
Custom Fields
Add text, number, date, or select fields specific to your pipeline — budget, timeline, industry, or anything else.
Contacts Management
Every lead is saved as a contact. Search, filter by status, bulk archive or reactivate, and move leads between pipelines.
Activity Timeline
Log notes, calls, emails, and meetings on each lead. Full history of every touchpoint with timestamps and team member attribution.
How Agencies Use the CRM
Real workflows that drive agency growth every day
Facebook Lead Ads — Automatic Lead Capture
Connect any Facebook Instant Form to your CRM pipeline. Map form fields (name, email, phone, budget, location) to CRM fields including your own custom fields. Whizo fetches all existing leads on connect and syncs new ones every 15 minutes — automatically.
One-Click Client Workspace Conversion
When a deal closes, convert it instantly to a full client workspace. The content calendar, task board, media library, and team permissions are all pre-configured. No manual setup — start delivering immediately.
Deal Closed
Acme Corp · $5,000/mo
Never Let Deals Go Cold
Automatic follow-up reminders alert you when a deal hasn't moved in 7 days. See at a glance which prospects need attention and what the last touchpoint was.
TechStart Inc
Proposal
GreenLeaf Co
Negotiation
Summit Retail
Discovery
Pipeline Value at a Glance
See total revenue in each stage with weighted values based on close probability. Know exactly how much revenue is in Discovery vs. Negotiation and forecast monthly bookings.
CRM Features by Agency Role
See how each team member benefits from the CRM
| Use Case | Pipeline Tracking | Contact Management | Deal Analytics | Client Conversion |
|---|---|---|---|---|
| Agency Owners | ||||
| Sales Teams | ||||
| Account Managers | ||||
| Delivery Teams |
Your Pipeline. Always Moving.
See every deal in one view. Drag clients through stages as conversations progress. When they sign, convert the record into a full client workspace.
Common Questions About CRM & Pipelines
Find answers to common questions about client relationship management and deal tracking
Categories
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