CRM & Contacts
A CRM built for agencies: sales pipeline, contact records and automatic conversion into projects. No more disconnected tools.
Your pipeline at a glance
Move deals between stages, see forecast amounts and spot the deals that need your attention.
Sales pipeline
6 dealsNouveau
2Agence Creative Studio
Cabinet Martin & Associes
Qualification
2TechStart SAS
Studio Graphique Nord
Proposition
1Digital Factory
Gagne
1Groupe Innovance
Why agencies lose deals
When your CRM doesn’t talk to your projects or your invoicing, turning a lead into a client becomes an obstacle course.
Your leads live in three different tools
A spreadsheet for leads, a generic CRM that knows nothing about your trade, and notes scattered across Slack. When a salesperson leaves, half the history leaves with them.
No way to know where a deal stands
The salesperson says it’s “almost signed”. The director wants a number. The quote is in one email, the brief in another. Nobody has the same version of the truth.
Converting to a project is a nightmare
The deal is won, but everything has to be re-entered: create the project, fill in the client again, redo the budget. Two hours of admin for every new client.
How it works
From first contact to delivered project, every step is tracked and connected.
- 01
Build your pipeline
Define your sales stages: prospecting, qualification, proposal, negotiation, won. Adapt them to your sales process.
- 02
Track every opportunity
Drag and drop deals between columns. Add notes, forecast amounts and follow-up dates.
- 03
Convert to a project
Once the deal is won, one click creates the project with all the contact and quote details already filled in.
- 04
Keep the client connected
The client opens their portal to see quotes, invoices and contracts. The full history stays linked to their contact record.
From first contact to signed project, everything is connected
Most CRMs live in their own bubble. In Clynt, when a deal is won, the project is created. When a quote is signed, the invoice follows. No re-entry, no copy-pasting between tools.
Visual sales pipeline
Track opportunities in a drag & drop pipeline. Move deals between stages, add notes and keep a clear view of your projected revenue.
Contacts and companies
Detailed contact records with interaction history, linked documents and associated projects. Link each contact to their company.
Activities and notes
Log calls, emails, meetings and notes directly on the contact record. The complete history is accessible at a glance.
Conversion to projects
Deal won? Convert it to a project in one click. Contact and quote information is carried over automatically.
Client portal
Your clients access their quotes, invoices and contracts via a secure link. No account to create, no password to remember.
Complete client file
Each client has their record: projects, invoices, contracts, time spent, margin generated. A 360 view for making the right business decisions.
Ready to centralize your business?
Try Clynt free for 14 days with every feature unlocked. No credit card, no commitment.