Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Marketing Agencies. The CRM for marketing agency pipelines that nobody types

AI CRM is a CRM for marketing agency teams that fills itself from the conversations: every prospect who calls, chats, fills in a brief form or writes becomes a contact with the whole story on one record. People at the same brand become one company, deals open on the first sales signal, and each contact carries a health score with its reason.

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Zanus AI · AI CRM · Pitch pipeline

CRM for marketing agency teams: deals on a board by stage, each moved as the prospect acts, real Zanus AI screen

Pitch pipeline

Each deal opens at the first sales signal and moves as the prospect watches a presentation, opens a quote or pays; only a person marks one lost.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Add a contact kind for referral partners and a budget range field on deals.”

Lisa“Contacts get the kind referral partner, and deals get a budget range choice field. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Marketing Agencies use it

Monday's new-business meeting sorts by READY TO BUY: prospects who opened a quote or watched your presentation in the last two weeks come first.

The new-business director asks Lisa which quoted pitches have been silent for a week, and the list returns with each contact's health.

Before a chemistry meeting, Brief me turns the brand's calls, mails and forms into one page: who they are, what they asked, what was sent.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

The record

What a CRM for marketing agency new business records

Customer relationship management starts with the record, and as a CRM for digital marketing agency teams, AI CRM writes it from every conversation, so nobody does data entry between pitches.

Every inquiry, every channel

A name with an e-mail or a phone, given on a call, a chat, a brief form or a mail, becomes a contact by itself, with its source on the row.

The whole story

Calls, mails, chats, quotes, files, deals and tasks sit on one timeline, newest first: a single source of truth the account lead reads instead of asking the founder.

Brands as companies

People with a verified address at the same domain become one company, so the marketing director, the brand manager and procurement share one record.

Scores before the call

The e-mail is verified without sending, the website visited, and competitor risk, budget and buyer type scored; each verdict is yours to overrule.

Deals that open themselves

A quote or a presentation asked for opens the deal, named for what started it, with the brand and the person already attached to it.

Brief me

One press writes a one-page call brief from the story: who they are, what they asked, what was sent and what to say on the call.

The pipeline

An agency CRM sales pipeline that moves with the pitch

Keep the stages as shipped or rename them to your agency's sales process; pipeline management follows the prospects, since each deal moves as they act.

Stages your way

New, Qualified, Demo, Quoted, Negotiation, Won and Lost as shipped, or renamed to inquiry, discovery, credentials and proposal, shown as a board or a sortable list.

A forecast above the board

Open deals, the pipeline and the weighted forecast sit on top, each amount weighted by a probability that blends the stage with the contact's health.

Every move written down

Each stage change is written with its date, its author and its reason, and the software never pushes a pitch back or marks one lost.

Why pitches are lost

LOST asks for the reason, and the win/loss report reads the amounts, the reasons, the stage where deals stall and the days spent in each.

Who decides

CRM for marketing agencies that sell to buying committees

Roles read from questions

Economic buyer, technical evaluator or champion: each person's role is inferred from what they asked and shown next to their health and engagement.

The empty chair

When nobody at the brand has talked to the economic buyer yet, the company's health line says so, while there is still time before the proposal.

One account timeline

The people, deals, tasks and the combined timeline of everyone at the brand sit on one company record with a deal plan, so client relationships outlast a change of account lead.

The agency week

A week with the marketing agency CRM

Monday, first coffee

Sort by READY TO BUY and the prospects who opened a quote, watched a presentation or replied in the past fortnight come first, each with the reason under the name.

Tuesday, before the chemistry meeting

Ask Lisa to brief you on the brand and read one page: what they asked, what was sent, the open deal and the next thing to raise.

Wednesday, the quiet pitches

Lisa lists the pitches quoted a week ago that went quiet, each prospect with a health score and the follow-up plan already writing to them.

Friday, a client says stop

A client asks for no more email marketing. Tell Lisa to pause all marketing to that contact; every scheduled step holds until you resume, and a mail you write by hand still goes out.

One memory

Calls, mail, chat and quotes on one digital marketing agency CRM record

Calls, chats, quotes and the replies to the agency's own email campaigns land on the same record, so the account lead reads one history.

Calls

With AI Phone, every call lands on the contact's timeline; switch recording on and each call keeps its recording and transcript in the call register.

Mail, chat and forms

Every mail, chat and brief form a contact sends appears on the timeline with its channel, and each reply is read and filed with what it meant.

Quotes

A quote sent, opened and paid moves the contact's status and the deal's stage, and the quote stays one click away from its deal.

Tasks and the TO DO desk

Tasks you create and the TO DO desk of replies to answer, calls due and drafts to check sit in one list, with the contact's local time on each line.

Compared

A CRM for agencies, or a spreadsheet and three inboxes?

What the options an agency weighs, from a spreadsheet to a CRM solution that fills itself, do with the same new-business inquiry.

What an agency needs	A spreadsheet	A CRM you fill in	Separate phone, chat and mail tools	AI CRM
A new inquiry	Typed in if someone remembers	Typed in after the call	Left in the tool it came from	A contact by itself: with its source and story
The brand's people	Rows with no link	Linked by hand	Scattered across inboxes	One company: formed from the verified domain
The pitch stage	A column edited weekly	Moved by whoever remembers	Not tracked	Moved by the prospect's actions: and only a person marks it lost
Before the call	Search three places	Read the notes someone typed	Ask the colleagues	Brief me: one page from the whole story
The follow-up mail	Written from memory	A task to write it	Sent from a personal inbox	Written by the AI: fresh from the contact's story

Set-up

A marketing agency CRM, set up in 2 minutes

Nothing to type on day one

Every chat, call, form or mail that gives a name and an e-mail lands in Contacts & Leads from the first day; a CSV import waits in review.

Your kinds of contact

Tell Lisa the kinds you use, prospect, client, freelancer, referral partner or media, and the types of business you sell to; she shows the change first.

Your stages and fields

Keep the deal stages as shipped or rename them to the way your sales processes run, and add fields of your own: text, number, date or choice.

Seven days on your own pipeline

Try it free with no credit card, then read every contact it captured and every deal it opened when the week ends.

Questions & answers

Questions about a CRM for marketing agency teams

What is the best CRM for a marketing agency?

The one nobody has to feed between pitches. Look for CRM software that captures contacts from every channel, groups the people of one brand into a company, moves deals as the prospect acts and writes the follow-up from the story. AI CRM does all four, priced per company, and the 7-day trial runs on your own new business.

What should a CRM for marketing agencies track?

Who each prospect is and where they came from, every call, chat, form and mail, the deal and its stage, the quotes sent, the tasks promised and the people at the brand who decide. AI CRM writes each of these onto the record while the Front Office works, so client communication and client data stay in one place.

Does an agency CRM replace our project-management tool?

No. AI CRM keeps the front-office side of the agency: who asked what, which pitch is open, what was quoted and what was promised. Production schedules, time sheets and studio boards stay in the tools you already run them in.

How do deals open in the CRM?

By themselves, on the first sales signal, such as a quote or a presentation asked for. The deal moves forward as the prospect watches the presentation, opens the quote or pays, and only a person marks it lost, with the reason.

Can the CRM tell who decides at a brand?

It reads it from what each person asked. Economic buyer, technical evaluator or champion is inferred and shown beside the person's health, and when nobody has spoken to the economic buyer yet, the company's health line says so before the proposal goes.

How does lead scoring work for agency inquiries?

The AI verifies the e-mail without sending anything, visits the prospect's website and scores competitor risk, budget and buyer type. You can overrule each verdict, and the scores sit on the row before anyone calls the prospect back.

Will another agency fishing for our rates be spotted?

Often, yes. The competitor-risk verdict marks a contact whose website looks like a rival studio's, and your web forms can hold any domain on your competitors list for a person, so nothing is sent until someone decides.

Can we bring in our old spreadsheet of prospects?

Yes. A CSV import waits in Import review until each row is accepted, and imported leads are never auto-called. Every chat, call, form or mail fills Contacts & Leads from the first day anyway, so nothing has to be migrated before you start.

Does it keep calls with clients on the record?

With AI Phone added, every call the AI answers lands on the contact's timeline with its transcript and summary. Recording ships switched off; once you turn it on, the call register holds each recording, and the AI can warn callers that the line may be recorded.

Who can export the agency's contacts?

Managers only, not the other team members. Each export of customer data is logged with its author, so the client list never leaves with a departing account manager unnoticed.

How much does a CRM for marketing agency teams cost?

AI CRM is priced per company, never per seat, so partners, account managers and coordinators all work in it under one subscription, and business growth never adds a seat to the bill. The modules and plans are on the pricing page.

How long does AI CRM take to set up?

Two minutes, because nothing has to be migrated first. Tell Lisa the kinds of contact you use, such as prospect, client, freelancer or referral partner, rename the deal stages to your pitch steps if you like, and the record fills from the next conversation.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Marketing Agencies ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.