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Rodok for agencies

CRM for agencies: pipeline, proposals and retainers in one place

Run new business from the first call to the signed retainer, and keep referrals and past clients in view between projects.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Run new business from the first call to the signed retainer, and keep referrals and past clients in view between projects. Built around how agencies actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages agencies actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for agencies

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • New business, scopes and proposals in one pipeline
  • Referral partners and past clients tracked
  • Email and calendar next to each deal
  • Win rate and cycle reports

Not what Rodok is for

  • Project management
  • Time tracking and invoicing
  • Creative review and approvals

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for agencies tracks new business from the first inquiry to a signed project or retainer, and keeps referral partners and past clients visible between projects. It is separate from the tools that run your client work. The reason agencies need one is simple: delivery fills the calendar, and new business gets pushed to Friday afternoon.

This page covers marketing, creative, design, PR and development agencies, and the best CRM for agencies is the one a busy account lead will actually open.

How selling works for an agency

The buyer is usually a marketing leader, a founder or a product owner who needs more capacity or a skill the company lacks. Agencies win work through referrals from past clients and partners, through a portfolio and content, through speaking, and through outbound work to companies that look like the clients they already serve.

The sale usually has two shapes: a one-off project with a fixed fee, and a retainer that pays each month. Retainers are more valuable and harder to win, because they need trust over time.

Stages that fit most agencies:

StageWhat it meansNext step to log
LeadAn inquiry or an introductionBook the intro call
Intro callYou heard their goalsOffer a scoping call or a short audit
ScopeWork, timing and team are being definedSend the written scope
ProposalFee and terms are outFollow up in 3 to 5 days
Retainer signedThey agreedHand to the project lead, set a check-in date

The proposal stage is where deals stall. A weekly review of every proposal with no reply is the highest-value habit an agency can have. See what a sales pipeline is.

What to look for in a CRM

  • Pipeline by value. Put the expected monthly retainer or project fee on each deal, so you can see next quarter's revenue.
  • Referral partners as records. Freelancers, other agencies and past clients send work. Tag every deal with its source.
  • Past clients you can search. Last year's project is next year's retainer. Keep the people, not only the company.
  • Email and calendar on the record. Briefs and revisions travel by email. If they attach to the contact, a new account lead can read the history.
  • Simple reports. Win rate, average deal size and cycle length help you price. See the win rate calculator.

Signals worth watching

Public events that often come before a company hires an agency. Each tracker is a sentence you type into Rodok Pro, which reads LinkedIn posts, job changes, hiring and company news.

  • A new marketing leader. Tracker: "CMOs, VPs and heads of marketing who started a new role in the last 90 days at companies with 30 to 500 employees". New leaders often reset their agency roster. See new executive.
  • A product launch. Tracker: "companies announcing a product launch in (your market)". See product launch.
  • A rebrand. Tracker: "companies announcing a rebrand or a new website". See rebrand.
  • Hiring for marketing roles. Tracker: "companies hiring a content marketer, designer or demand generation manager in (your region)". Companies that struggle to hire sometimes borrow capacity. See hiring for your job.
  • A funding round. Tracker: "companies announcing a funding round in (your market)". See funding round.

A first message example

An example, with made-up names:

Subject: Tidewater's new site Hi Anil, I saw Tidewater Software announced a rebrand this week. Congratulations. We are a small studio that builds marketing sites for B2B software companies, and I would be glad to send two examples of launches handled in under eight weeks. If it is useful, say so. If you already have a team on it, ignore this.

See the follow-up email template.

Where Rodok fits and where it does not

Rodok Starter ($29 a month for 3 seats) is a sales CRM: companies, people, deals, tasks, notes, files, Gmail and Outlook on every record, a calendar, booking links, reports and team chat. Pro ($79 a month for 3 seats) adds LinkedIn signals, a lead database, sequences and AI.

It does not manage projects, track hours, send invoices or run creative approvals. Keep a delivery tool for that. Rodok does not run ads or build websites either, so if your own agency sells those to local shops, Rodok helps you track your leads and follow-up, not the campaigns themselves.

Frequently asked questions

Should an agency use its project management tool as a CRM?

For delivery, yes. For new business, it rarely works, because the tool is built around tasks and deadlines, not around a lead who has not signed. Keep a separate pipeline so your sales work is not buried under production tickets.

How do I track retainer renewals?

Add the retainer end date to the company and set a task about 60 days before it. Use that call to review results, discuss scope changes and ask for referrals.

What should an agency log on a lost deal?

The reason, and a date to try again. A company that chose a cheaper agency may be unhappy in six months, and a proposal turned down for timing is a lead that can be warmed.

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