For marketing agencies
CRM for marketing agency
A CRM for marketing agencies to pitch, quote, deliver, and support clients in one workspace — per-client pipelines, quotes, projects, and a client portal.
KudosCRM is an agency CRM that runs the whole client arc on one record: pitch the new business, quote the scope, deliver the project, and support the client after go-live. As a CRM for marketing agency teams, it replaces the spreadsheet-plus-inbox-plus-project-tool patchwork with per-client pipelines, quotes that get accepted online, a delivery board with automatic health, and a read-only client portal — so the sales context and the work stay together instead of drifting into five disconnected apps.
The daily grind
What slows agencies down.
Problem
New business, active retainers, and delivery all live in different tools — a pipeline spreadsheet, an inbox, a project board, a shared drive — so no one place tells the full story of a client, and account leads waste hours re-assembling context before every call.
How KudosCRM helps
KudosCRM keeps each client's contacts, deals, quotes, activities, and delivery projects on one record. The pitch that won the work, the scope you quoted, and the project you're delivering are all attached to the same account — so anyone can open a client and see exactly where things stand. Learn more →
Problem
Every proposal is rebuilt from a Word file, discounts get eyeballed, and you find out a client accepted only when they reply days later — while the scope you actually agreed to lives in an email you have to go hunting for.
How KudosCRM helps
Build a quote from your price book with per-line and order discounts, route anything past your discount threshold for a manager's approval, then send a branded PDF or a link the client accepts online with an e-signature. KudosCRM stamps when it's viewed and tells you the moment it's accepted — and an accepted quote turns straight into an order you can deliver. Learn more →
Problem
Once a project kicks off, clients want status without a status meeting, and your team fields the same 'where are we?' question over Slack and email — usually by screenshotting an internal board you'd rather not fully expose.
How KudosCRM helps
Turn the won order into a delivery project in one click, then share a secure, password-protected, expiring portal link. The client watches only the sections you choose — tasks, files, milestones — read-only, no login to create. 'Where are we?' becomes a link you send, not a meeting you schedule. Learn more →
What's in the box
Everything agencies need, in one place.
Per-client pipelines
Run a separate pipeline for each client or service line, and keep one rolled-up view across the whole roster so account leads see every deal in motion.
Quotes accepted online
Assemble a quote from your price book, apply discounts and tax, route big discounts for approval, and send a branded PDF or link the client accepts with an e-signature — which becomes an order.
Deal-to-delivery projects
Turn a won order into a delivery project in one click, with a board, automatic good/at-risk/off-track health, files, and milestones — no separate project tool to reconcile.
Read-only client portal
Share a password-protected, expiring link so clients watch progress, files, and milestones section by section — never your internal budget or your team's email addresses.
Tasks with owners and due dates
Every to-do gets one owner and a due date, rolls up onto the right deal, contact, or project, and can be created automatically by a workflow when a deal changes stage.
Team workload view
See what each person is carrying across delivery projects and assign the next piece of work to whoever actually has capacity — from the same record as the project.
Budget vs invoiced per project
Track each project's budget against what you've actually invoiced the client — percent invoiced, remaining, and an over-budget flag, seeded from the order total.
Time-tracking & timesheets
SoonLogging hours against assignments to compare planned vs actual effort is on the roadmap — shown with a Soon pill in-product, not claimed as live today.
Billing & invoicing
SoonA completed milestone can raise a draft invoice via workflow, but full agency billing — sending invoices and collecting payment — is not yet part of the product.
Timeline & Gantt scheduling
SoonProjects run on a board with milestones today; a dependency-aware Gantt timeline view is on the roadmap, not available yet.
Built for you
The features agencies reach for.
What changes
What good looks like.
One record per client that holds the pitch, the quote, the project, and the ongoing relationship — so no one re-assembles context before a call
Proposals built from a price book and accepted online with an e-signature, instead of Word files and untracked email approvals
A won quote that becomes a delivery project in one click, with automatic health so at-risk work surfaces before a deadline slips
A client portal that answers 'where are we?' with a link, not a status meeting — read-only and scoped to what you choose to show
One view of who's carrying what across every project, so new delivery work goes to whoever actually has capacity
Honest scope: time-tracking, timesheets, invoicing, and Gantt views are marked Soon in-product — no features you can't actually use yet
Keep exploring
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FAQ
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