CRM for marketing agencies — built for client relationships

Why agencies find CRM hard

You are running new business, retainers and delivery at the same time. A CRM helps only if it is up to date, and it is only up to date if somebody keeps it up to date, which is the first thing to slip in a busy week. So the CRM goes stale, people stop trusting it, and it quietly becomes an expensive contact list. Ifarlo removes the maintenance.

What that looks like in an agency week

Monday

Your home screen shows the retainer client who has not been contacted in three weeks, the meetings you have today, and the proposal that has been sitting in the same stage for a fortnight.

Client accounts flagged at risk based on falling engagement

Before a pitch

A briefing arrives with the contact's history, what you last discussed, the open deal and its value, and what they asked about last time.

After a call

The meeting is already logged against the right person. Tell Ifarlo how it went in a sentence and it files the rest.

Friday

Send Ifarlo a two line note about the week. It hands back everything it worked out for you to confirm.

Month end

Recurring revenue, run rate and which client revenue is at risk, without building a report.

Recurring revenue report showing MRR, ARR and revenue at risk

Built around how agencies work

✓Retainers and recurring revenue, not just one off deals
✓Several contacts at the same client, tracked together
✓New business pipeline alongside existing client work
✓Campaigns from your own domain, so client marketing and your own sit in one place
✓Set up in an afternoon, by you, without a consultant

Ifarlo is new, and we are building it alongside the agencies using it. If something is missing that your agency needs, tell us, right now that goes straight into the roadmap rather than into a queue.

A CRM built for marketing agencies

Why agencies find CRM hard

What that looks like in an agency week

Built around how agencies work

See how Ifarlo fits your agency