CRM Built for Agencies
Every lead, moving.
Every deal, closing.
A pipeline built for how agencies sell: leads arrive from Facebook Lead Ads and your inbox, your team works them, and a won deal becomes a client workspace in one click.
Try free for 14 days. No card needed.
Agencies rarely lose deals to a competitor. They lose them to a slow reply, a forgotten follow-up and a proposal nobody chased. Whizo keeps every one of them in view.
01 / The pipeline
A quarter of leads, in thirty seconds of scroll.
Scroll and watch them travel. Most land in Won and light up. The ones that drop out tell you where the process leaks.
$0 closed this quarter
- NewFacebook Lead Ads and the inbox16
- ProposalAn owner and a next step on every deal0
- NegotiationEvery touchpoint on the timeline0
- WonBecomes a client workspace0
02 / How it runs
From first form fill to a live client.
Drag the deal. Everything follows.
A kanban for every service line, with custom stages, deal values and an owner on every card.
Learn more: PipelinePipeline
Drag the deal. Everything follows.
A kanban for every service line, with custom stages, deal values and an owner on every card.
Inbox
Every reply, next to the deal.
Email, SMS, calls and WhatsApp with a contact sit in one thread, so anyone can see the last thing a lead said.
Won to client
Won is where onboarding starts.
Move a deal to Won and convert it into the client workspace: calendar, tasks, media library and team access.
03 / Built in
The parts other CRMs charge extra for.
Facebook Lead Ads
Instant Forms in, leads on the board.
Connect a page, pick an Instant Form and map its questions to CRM fields, custom ones included. New leads arrive on their own as people fill in the form.
- Map any form question to any CRM field
- Custom fields included
- Clients see their leads in the portal
Custom fields & contacts
Track what your agency actually sells on.
Budget, timeline, industry, anything. Tag contacts, save the views you use, and catch duplicates before they pile up.
- Custom fields for contacts and deals
- Tags and saved views
- Duplicates found and merged
Activity timeline
Every touchpoint, on the deal.
Notes, calls, emails and stage changes with who did what and when, so anyone can pick up a deal mid-conversation.
See the Inbox04 / By the numbers
Fast by default, not by effort.
from Won to a client workspace
thread per contact across email, SMS, calls and WhatsApp
ways to keep it tidy: fields, tags, views, duplicates
Facebook leads copied in by hand
05 / Questions
Questions, answered.
What pipeline stages are available?
The default stages are New, Qualified, Proposal, Negotiation, and Won. You can customize stage names and colors to match your agency's sales process, and create multiple pipelines for different service lines.
Can the CRM track multiple pipelines?
Yes. You can maintain separate pipelines for different service lines — e.g., Social Media Management, Content Creation, SEO — each with their own stage configuration and leads.
How does the Facebook Lead Ads sync work?
Connect your Facebook page, select an Instant Form, map the form fields (full name, email, phone, etc.) to CRM fields, and save. From then on, new leads arrive in the CRM as people fill in the form.
Can I map Facebook form fields to custom CRM fields?
Yes. The field mapping dialog shows all questions from your Facebook Instant Form on the left and all CRM fields — including any custom fields you've created — on the right. Map each form field to any standard or custom CRM field.
Does the CRM connect to client delivery?
Yes. When a deal moves to Won, you can instantly create a client workspace that includes the content calendar, task board, media library, and team access — all pre-configured.
Can I track communication history with leads?
Yes. Every contact has a timeline showing notes, calls, emails, and status changes. Log activities directly in the CRM record and see the full history at a glance.
Is this a full sales CRM or just client management?
It's an agency-focused CRM covering both new business acquisition (pipeline + Facebook lead capture) and ongoing client relationship management. Designed for agencies managing 5–50 clients.
Can multiple team members access the CRM?
Yes. Team access is controlled by RBAC settings. Managers have full access. Members can view and create leads. Ownership of deals can be assigned per record.
Fill your pipeline.
Keep it moving.
Try free for 14 days. No card needed.