AgencyOps · Product · Pipeline & CRM
Pipeline and CRM built for agency operations
Track deal stages, value, close dates, notes, and files in one place, then convert won leads into clients without losing context.
Agencies lose momentum when pipeline updates live in one tool and client delivery runs elsewhere. AgencyOps keeps lead progression, deal context, and client conversion in one operational workflow, so sales handoffs do not require rework.
Feature highlights
- Lead pipeline in table and kanban views with drag-and-drop stage updates
- Stage model from new to won/lost with visual progress and status history
- Estimated deal value, currency, source, and expected close date tracking
- Lead notes, file attachments, and activity log for full context
Each app is part of one connected workspace. Pipeline & CRM is how teams describe the workflow surface on top.
See Pipeline & CRM in action
Kanban and table pipeline, deal context, and lead conversion in one place.
AgencyOps
Pipeline
Leads and deal stages in one workspace
Notes & files
Northwind • 4 attachments • Last note 2h ago
Recent activity
- Stage → Proposal · Brightfield
- Note added · Relay
- File upload · Harbor
Sequences
Follow-up queued for 2 leads
Features
Capabilities teams enable first when rolling out Pipeline & CRM.
- Lead pipeline in table and kanban views with drag-and-drop stage updates
- Stage model from new to won/lost with visual progress and status history
- Estimated deal value, currency, source, and expected close date tracking
- Lead notes, file attachments, and activity log for full context
- Search, filtering, sorting, and pagination across lead records
- Convert won leads into clients, including linking to existing client by email
- Pipeline dashboard metrics: stage counts, close rate, sales velocity, expected value windows
- Client records stay connected to projects, invoices, and operations workflows
Pipeline visibility that leadership can trust
Keep pipeline value and stage distribution visible without manual rollups. Teams can scan lead health, expected close windows, and deal movement from one CRM surface.
With built-in pipeline metrics such as close rate and sales velocity, forecast conversations stay grounded in real activity instead of spreadsheet snapshots.
From won deal to client record, without duplicate work
When a lead is marked won, AgencyOps supports conversion to a client record while preserving context and avoiding duplicate client creation when email already exists.
That continuity gives delivery teams cleaner handoffs: they inherit source details, notes, and attachments instead of rebuilding account history from scratch.
Context-rich CRM records, not shallow contact cards
Each lead keeps notes, attachments, activity history, and stage change logs. Teams can see what changed, when it changed, and why, before they commit scope.
Kanban and table workflows support different operating styles while sharing the same source of truth for values, close dates, and stage progression.
Operational CRM that connects to delivery and billing
AgencyOps is not just lead tracking. Client records connect directly to projects and financial workflows, so sales, delivery, and finance can work from one identity graph.
The result is fewer handoff errors, faster onboarding into delivery, and better visibility into which clients and pipelines convert into profitable engagements.
Put the whole platform to work
Layer Pipeline & CRM alongside the rest of AgencyOps in one connected workflow from lead to invoice.