CRM for marketing agencies

A marketing agency has a different sales reality from a generic sales team: deals that come from referrals, proposals per service/client, and a pipeline that needs to connect to real operations — to the clients the agency already manages day to day. VectusUp's CRM was designed for that reality, not adapted from a generic CRM.

Pipeline with configurable stages

Define the stages of your own sales process (e.g. Contact, Proposal, Negotiation, Closed) — never a generic funnel imposed on you.

Deals and activities

Every deal has its own history of activities and follow-ups, so you never lose track of a conversation with a lead.

Sources and loss reasons

Track where each deal comes from and, when it's lost, why — real information to improve your process, not just a number.

Duplicate detection

Helps prevent duplicate deals or contacts within the same organization.

Import from Pipedrive, HubSpot, CSV and documents

Already have a CRM or a spreadsheet with deals? Import them without losing history.

Sales dashboards and reports

See the state of your pipeline and your team's sales activity without having to build it yourself.

Sales and operations, in the same place

As soon as a deal closes, the client is already in the same platform where you'll organize their content, social media and finances — you never need to recreate the information in a different system. That link between the sales side (CRM) and the operational side (clients, content, Meta Publishing) is what sets VectusUp apart from a standalone CRM.

Organize your sales pipeline

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