Enquiries everywhere
Website forms, referrals and calls, tracked in different places.
For agencies
A CRM for agencies, from enquiry to proposal.
Agencies use Flaxxa CRM to turn enquiries into signed work. Every enquiry becomes a lead with its source, good ones become deals on a pipeline per service, services go on the deal as line items, and the quote goes out as a PDF with a web link while a sequence keeps following up.
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flaxxa.com / product / crm / use-cases
By industry
How teams use CRM.
Small sales teams
Agencies
B2B SaaS
Education & admissions
- Pipelines
- Per service
- PDF and web link
- Quotes
- Proposal follow-up
- Sequences
- Where clients come from
- By source
01 / 03
Why do agencies lose new-business deals?
Proposals in limbo
A proposal goes out and nobody follows up.
Unknown sources
No idea which channel brings the clients worth having.
02 / 03
How do agencies use Flaxxa CRM?
Capture enquiries
Import or sync enquiries, each with its source.
Qualify and convert
Turn the right enquiries into deals on the right pipeline.
Quote
Add services as line items and email the PDF quote.
Follow up
A sequence or task keeps the proposal moving until it's signed or lost.
03 / 03
What changes for an agency's new business?
One pipeline view
Every live proposal in one place.
Quotes in minutes
From the deal's line items.
Smarter spend
Know which sources convert.
What you'll use most
CRM capabilities that matter to agencies
Deal Tracking
Track deals with values, currencies, close dates, products and discounts. Send PDF quotes with a web link, flag rotting deals and log every activity.
Sales Pipeline
Sales pipeline software with drag-and-drop boards, several pipelines, stage win probabilities, rotting deal alerts and automations on every stage change.
Sales Sequences
Sales email sequences inside your CRM: timed email and WhatsApp template steps with merge fields, started by hand, on qualification or on a deal stage.
Other audiences
Flaxxa CRM for other industries
CRM for B2B SaaS
A CRM for B2B SaaS: sync sign-ups by your own user id, score them by plan and company, start sequences on qualification and book demos from the deal.
CRM for education
A CRM for education and admissions: sync student enquiries, a pipeline per course, WhatsApp template and email follow-ups and conversion by source.
FAQ
CRM for agencies: common questions
A clear pipeline from enquiry to signed work, an easy way to send proposals or quotes, follow-up that doesn't depend on memory, and a view of which sources bring the best clients.
Get started in minutes
See Flaxxa CRM in your own workspace.
Spin up a workspace tailored to agencies.
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