Marketing agencies run on new business. Briefs come in, pitches go out, and somewhere in between — while your team is managing live campaigns — follow-ups get missed, proposals go cold, and nobody's quite sure which opportunities are still alive. monday CRM gives business development and account teams one place to manage every inquiry, pitch, and client relationship — from the first brief to the renewal.
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monday CRM gives marketing agencies and creative teams the speed and flexibility to manage new business at any volume — making it one of the most adaptable platforms for advertising agencies, creative studios, and integrated marketing firms that need to win clients and manage them in one place.
monday CRM keeps every inquiry, brief, RFP, and pitch in one connected pipeline — with status, owner, project value, and deadline visible at a glance. No brief buried in someone's inbox. No pitch sitting unattended because the team didn't know where it stood.As your new business volume grows, your team can:
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monday CRM sends personalized follow-up sequences automatically based on pitch stage and activity — so the right message goes out at the right time without anyone having to track it. When a prospect replies, sequences pause automatically.
monday CRM gives agency leaders a live view of every pitch, proposal, and active opportunity — close rate, pipeline value, and revenue target against actual, updated in real time. Spot which pitches are stalling at proposal stage. See which client sectors aren't converting. Act on what the numbers are telling you before the quarter gets away from you.
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monday CRM gives new business and account teams one connected platform — so winning a client and keeping them happens in the same place. When they sign, onboarding plans, comms history, tasks, and campaign context pass to the account team automatically. Every relationship with your agency starts with all the context ready.
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monday CRM captures what's happening across every relationship, surfaces what matters, and takes action. Your team stays focused on winning and keeping clients.
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״The way you can integrate monday CRM with monday work management is the smartest thing that we’ve done.״
"Now we have a lot less data, but it’s quality data. That change allows us to use AI confidently, without second-guessing the outputs."
Integrate your tech stack to reduce admin time and boost velocity
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monday CRM is built for the full agency business cycle — from the first brief through pitch, proposal, won deal, client onboarding, and ongoing account management. It's used by advertising agencies, creative studios, integrated marketing firms, and B2C agencies that need a CRM fast enough for new business and flexible enough to manage long-term client relationships in the same place.
What CRM features matter most for marketing agencies? The most important CRM features for marketing agencies are pitch pipeline tracking, automated follow-up sequences, AI-powered call summaries, campaign management, and client handoff workflows. monday CRM covers all of these in one platform, with no-code customization so it fits how your agency actually runs. Key features for agencies:
monday CRM is built to manage the full pitch cycle — from the moment a brief lands to the moment a client signs. It gives agencies a dedicated pipeline for pitches and proposals, with stage tracking, owner assignment, brief history, and automated follow-up sequences built in. A pitch process in monday CRM looks like this:
Yes. monday CRM connects new business and account management in one platform. When a client signs, onboarding plans, campaign history, communication records, and tasks pass to the account team automatically — so the client experience is consistent from the first pitch to ongoing delivery.
monday CRM is used by creative agencies, advertising agencies, and integrated marketing firms. Pipelines, stages, and fields are all configurable to match how your agency runs new business — whether that's a high-volume B2C agency managing dozens of briefs at once or a specialist creative studio running fewer, higher-value pitches. It connects with the tools agencies already use and is built to drive adoption across every team that touches a client.
For marketing agencies, monday CRM delivers faster pitch cycles and better visibility into new business pipeline. Client communication stays consistent from the first brief to long-term account work. Automated sequences mean no brief goes unattended. AI summarizes incoming work so your team responds faster. And because BD and delivery sit in the same platform, the client experience stays consistent from first pitch to long-term account. The biggest impact areas for agencies:Faster response to briefs — AI summarizes and your team responds with a point of viewFewer missed pitches — sequences and alerts keep every opportunity movingCleaner handoffs — clients move from new business to delivery without context lossBetter forecasting — live pipeline view means no surprises at month-end
monday CRM lets agencies automate the routine work that slows down new business — sending follow-up sequences after brief submission, assigning pitch owners when a deal moves stage, notifying the account team when a contract is signed, and triggering onboarding workflows when a client is won. Sequences pause when a client replies, so outreach stays relevant. 💡 Tip: The highest-value automations for agencies are usually the stage transitions — when a brief becomes a pitch, when a pitch becomes a proposal, and when a proposal becomes a won client. Automating those keeps everyone informed without anyone having to chase an update.
monday CRM is built to scale in both directions. Smaller agencies and boutique creative studios get the same pipeline, automation, and AI features as larger firms — with no setup fees and no technical maintenance costs. Plans scale with your team, so you start with what you need and grow from there — making monday CRM one of the most scalable CRM platforms for marketing firms of any size.
