CRM for digital and marketing agencies

Keep prospects, clients and follow-ups together without scattered sheets and chats.

Agencies juggle many accounts at once: pitches, proposals, retargeting, reports and operational requests. Salesteer offers a CRM with marketing and support in the same environment.

Lead acquisition and nurture

Capture leads from forms and campaigns, segment by interest, use email marketing and automations for nurture. Track opens, clicks and conversations on the same record.

Proposals and account pipeline

Opportunities and quotes help standardize pitches. Every client has job history, tickets and activities so account managers find context without searching email.

Feedback and retention

Surveys and tickets measure satisfaction and catch issues before churn. Ideal for monthly retainers and recurring projects.

Team and delivery

Tasks, calendar and procedures help coordinate creatives, media buyers and sales on shared deadlines.

Frequently asked questions

Can I send newsletters from the CRM?

Yes. Salesteer includes email marketing with lists, segmentation and stats, designed with GDPR in mind.

Do I need a separate CRM and email tool?

No: Salesteer aims to reduce multi-tool stacks by combining CRM and mailing in one workplace.