Industry
CRM for Digital Agencies and Lead-Driven Teams
New-business enquiries get lost between inboxes and Slack. AliveCRM captures every one, gives it an owner and keeps proposal follow-up on track.
The Workflow
Enquiry to Retainer
Capture
Capture Leads From Client Campaigns
Embed forms on your site, landing pages and campaign pages so every new-business enquiry lands in the CRM with its source recorded.
- Forms for site and campaign pages
- Automatic lead creation
- Source recorded on every lead
Rahul Sharma
Example Technologies
Qualify
Organize New Business Opportunities
Use statuses and notes to qualify enquiries quickly and focus effort on the ones worth a proposal.
- Custom qualification statuses
- Notes and context on each lead
- One record per opportunity
Rahul Sharma
Example Technologies
Assign
Assign Leads to Sales Users
Route each opportunity to the person who owns the pitch, so nothing sits waiting for someone to pick it up.
- Automatic or manual assignment
- Owner on every lead
- Reassign as priorities shift
Rahul Sharma
Example Technologies
Follow Up
Track Proposals and Follow-Ups
Keep a scheduled next action on every open opportunity so a sent proposal always gets chased.
- Next-action reminders
- Activity timeline per lead
- Overdue follow-ups surfaced
Rahul Sharma
Example Technologies
Services
Manage Service Leads
Track enquiries for specific services alongside retainer opportunities, each with its own status.
- Service-specific lead records
- Notes and history per enquiry
- Reporting by service
Rahul Sharma
Example Technologies
Performance
Measure Lead Performance
Because every lead carries its source, your reports show which channels bring business that closes.
Figures are illustrative sample data, not live results.
New-Business Leads
0
Last 30 days
Qualified
0
This period
Proposals Out
0
Awaiting decision
Conversion
0%
Won / qualified
Why AliveCRM
Why Digital Agencies Use AliveCRM
Nothing lost in inboxes
Every enquiry is a lead with an owner.
Qualify fast
Statuses and notes separate real work from noise.
Proposals get chased
A reminder on every sent proposal.
Channel reporting
See which sources bring business that closes.
Start Managing Your Agency Leads
Capture every enquiry, qualify it fast and keep proposal follow-up on track.
FAQ
Frequently Asked Questions
AliveCRM is a lead management and sales CRM that helps businesses capture leads, assign them to team members, manage follow-ups and reminders, and monitor performance from one place.
Yes. AliveCRM includes a form builder for creating lead capture forms that you embed on websites and landing pages. Submissions arrive in the CRM automatically.
Yes. Leads can be assigned to specific users according to your workflow, and ownership stays visible on every record.
Yes. AliveCRM lets you manage product, project and service opportunities in one system with their own statuses.
Yes. AliveCRM offers a free plan alongside paid plans for growing teams. See the pricing page for current details.