CRM for digital marketing agencies that want to win more clients
Agencies are good at generating leads for clients and often less organised about their own. Telemantix gives digital marketing agencies one CRM for their own new-business pipeline: enquiries from ads and the website, discovery calls, proposals and WhatsApp follow-ups.
It is simple enough for a founder-led agency and structured enough for a sales team.
What agencies get with Telemantix
Your own lead sources
Meta and Google lead ads (Pro and Enterprise), website forms, WhatsApp and imports in one list.
New-business pipeline
Stages like discovery call, proposal sent, negotiation and signed, with deal values.
Proposal follow-ups
Set a follow-up after every proposal and see which are overdue.
WhatsApp with prospects
Talk to business owners on WhatsApp from a shared number, saved on the lead.
Webhooks for your stack
Send lead data to other tools through automation webhooks.
Companies and contacts
Keep the company and every contact linked to the deal.
Manage client leads and your sales pipeline in one CRM
Agency new business moves through discovery, audits, proposals and negotiations. Telemantix lets you name those stages, record the retainer value and see the total value of proposals in play. Each deal is linked to the company and its contacts, with every call, email and WhatsApp message on one timeline.
Automation assigns inbound enquiries, creates the first follow-up and alerts the owner when a proposal follow-up is missed.
WhatsApp follow-ups that win more clients
Many business owners reply faster on WhatsApp than on email. With WhatsApp built into the CRM, your team can share case studies and proposals, answer questions and set the next follow-up from one screen. Email is there too: send proposals from your own mailbox with saved templates.
Reports show where new business comes from and how quickly your team responds, so you can put more effort into the channels that work.
- Custom roles for sales and account teams
- Email from your own mailbox
- Analytics by source and team member
How agencies use Telemantix
Connect your inbound channels
Link your own lead ads, website forms and WhatsApp number.
Build your new-business stages
From enquiry to signed, with deal values for each retainer.
Follow up every proposal
Use follow-ups and automation so no proposal goes quiet.
Review what converts
Check conversion by source and the value of your pipeline.
Frequently asked questions
Can I manage my clients’ leads in Telemantix?
Telemantix is designed for a business managing its own leads. Agencies typically use it for their own new-business pipeline; each client that wants a CRM can have its own workspace.
Does Telemantix connect to Meta and Google lead ads?
Yes. Meta Lead Ads and Google Ads lead sync are available on the Pro and Enterprise plans.
Can I connect Zapier or Make?
Yes. Automation rules can call a webhook or API, which lets you connect tools like Zapier or Make.
Is there a free plan?
Yes, for one user. Paid plans add more users, leads, automation and connectors — see the pricing page.
How do we track proposals that go quiet?
Move the deal to your proposal-sent stage and schedule a follow-up. If it is missed, it rises to the top of the owner’s My Day list, and an automation rule can alert the account lead. A rule can also create a re-engagement task when a prospect has not responded for a number of days you choose.
Explore more
Win more clients for your agency
Track every enquiry, proposal and follow-up in one CRM with WhatsApp built in.