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.

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.

A meeting briefing panel showing who you are meeting, the open deal, what is worth raising and the recent history

After a meeting

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

Ifarlo asking how the meeting went, with sentiment buttons and a short note being typed in

Friday

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

New records worked out from an email, with companies, contacts, meetings and a deal ready to confirm

Month end

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

A recurring revenue report showing current MRR, annual run rate, revenue at risk and a breakdown of MRR by client

During delivery

Your team can log the days they have worked against a project. You can see how much of the allowance has been used, what the work has cost the agency, what has been rebilled and the indicative margin.

A delivery tracking record showing days used, agency cost, logged weeks, project costs, absorbed and rebilled costs, indicative margin, contract value and cost rate

Built around how agencies work

Retainers, not just deals

Recurring revenue is a first class thing in Ifarlo, so a retainer is tracked as monthly income rather than a one off sale that closed a year ago.

See a client cooling before renewal

Every relationship is scored on real activity. The client who has stopped replying shows up as at risk while there is still time to do something.

Revenue at risk, in a number

Not just which clients are quiet, but what they are worth. Ifarlo shows the monthly revenue sitting behind the relationships that have gone cold.

A whole client, not a single contact

Several people at one client, tracked together, so the account tells you what is happening even when your usual contact goes on holiday.

New business beside the client work

Pipeline and retainers in one place, so you can see whether this month's wins cover this month's churn.

Your campaigns and theirs in one place

Send from your own verified domain, with results tracked back onto the records.

No consultant, no rollout plan

Set it up yourself in one session. No implementation fee, no project team, nobody to train.

Track delivery against the budget

Set an allowance for the work you have sold and keep track of how it is being used. See agency costs, rebilled costs and indicative margin as the work progresses.

Your data stays yours

Ifarlo never reads your inbox

It reads your calendar, and can send from your account when you approve a message. It has no access to read your mail.

Nothing is filed without you

Anything Ifarlo works out from a note or an email is shown to you first. You confirm it before it becomes a record.

Yours to take away

Export any list, or your whole workspace, any time. No fee, no notice period.

Read the full security detail →

Common objections

We already use HubSpot or Pipedrive

Both are capable. The difference is that Ifarlo builds its own structure from a description of your agency, and keeps itself current from your calendar. There is a fuller comparison on the compare page.

We have not got time to migrate

Export a CSV from your current CRM and Ifarlo maps the columns and clears duplicates as it goes. People, companies, deals and past activity all come across.

What happens to our client data

It stays yours. It is never used to train any AI model, it is hosted in London and encrypted, and you can export the whole workspace whenever you like.

What if it does not suit us

Cancel in a click from your settings and export your data on the way out. There is no notice period and no minimum term.

A CRM built for marketing agencies