Rodok
Book a demo
Rodok for marketing agencies

CRM for marketing agency new business: pipeline, pitches, retainers

Rodok tracks every inquiry, pitch and proposal in one pipeline and watches LinkedIn for new marketing leaders, rebrands and launches that start an agency search.

Get started Book a demo

From $29 a month for 3 seats.

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

Rodok tracks every inquiry, pitch and proposal in one pipeline and watches LinkedIn for new marketing leaders, rebrands and launches that start an agency search. Built around how marketing 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 marketing 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 marketing agencies

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

Covered

  • Inquiries, pitches and proposals in one pipeline
  • Monthly retainer value on every deal
  • Email and calendar next to the record
  • Follow-up reminders and reports

Not what Rodok is for

  • Project management
  • Time tracking
  • Invoicing
  • Client reporting dashboards

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 marketing agency new business tracks every inquiry, pitch and proposal from the first message to a signed retainer, with the next follow-up on each. It is separate from the tool you use to run client work. It applies to CRM for marketing agencies of any kind: SEO, paid, social, content or creative.

How selling works in a marketing agency

A referral from a happy client, a past colleague who moved companies, a founder who found your work, an RFP, an outbound note. The buyer is usually a marketing head or a founder. The sale is often a proposal with a monthly retainer or a scoped project, and the decision involves a pitch, sometimes against two or three other agencies.

The hard part is not winning the pitch. It is that new-business work gets dropped when client work gets busy. Leads sit unanswered while the team delivers, and the pipeline dries up three months later. A CRM keeps the next step visible on a week when nobody has time.

Stages most agencies recognize:

StageWhat happensNext step to log
InquiryA form, a referral or a replyRespond within the day
Discovery callYou learn goals, budget and who decidesSend a short recap and ask for access
PitchYou present approach and ideasAgree a date for the decision
Proposal and SOWScope, fee and term sentFollow up in 3 to 5 days
Signed retainerThey said yesHand to account management

Rodok tracks everything up to the signature. After that, your project tool takes over.

What to look for in a CRM

  • Monthly value on the deal. A retainer deal is worth more than a one-off project. Use the amount field for monthly fees and a note for the term.
  • Contact roles. The marketing director, the finance contact and the founder are three different people on one account.
  • Email on the record. Pitch decks, questions and recaps live in the inbox.
  • Reminders on silent proposals. A weekly list of proposals with no next step catches the ones that went quiet.
  • Win rate by source. If referrals close more often than inbound forms, you want to know where to spend time. The win rate calculator shows the arithmetic.

Signals worth watching

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

  • A new marketing leader. Tracker: "CMOs, VPs of marketing and heads of marketing who started a new role in the last 90 days at companies with 20 to 500 employees". New leaders often review agencies in their first months. See champion job change and new executive.
  • A rebrand. Tracker: "companies announcing a rebrand or a new website in (your market)". See rebrand.
  • A product launch. Tracker: "companies launching a new product in (your market)". See product launch.
  • A company hires marketers. Tracker: "companies hiring a marketing manager, content lead or growth marketer in (your market)". Teams of that size sometimes want outside help alongside the hire. 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: Congratulations on the new role at Northgate Hi Dana, I saw you joined Northgate as head of marketing last month. We are a small agency that handles content and paid search for B2B companies about your size. I am not pitching. If a quick look at what you inherited would be useful, I can send you three observations about the site and the search results. No call needed.

The new role outreach templates cover more variations.

Where Rodok fits and where it does not

Rodok Starter is $29 a month for 3 seats: the CRM with Gmail and Outlook sync, a calendar, booking links, reports and team chat. Pro is $79 a month for 3 seats, with LinkedIn signals, a lead database that finds the marketing leader and usually a work email, sequences and AI. Extra Pro seats are $19 each.

It is a sales CRM, so it does not run projects, track time, send invoices or build client reports. It also does not run ads. Keep your project and billing tools for delivery. Use Rodok for the part that fills them with new clients.

Frequently asked questions

Does a marketing agency need a CRM?

Yes, once new business has more than a handful of conversations at a time. Agencies tend to neglect it during busy delivery weeks, and a CRM keeps the next step in front of you.

Is a CRM the same as agency project management software?

No. Project tools run work you have already sold: tasks, time and deliverables. A CRM tracks the work you have not won yet.

How can an agency find new clients without buying a list?

Watch for a change at a target company, such as a new marketing leader or a rebrand, and write to the person who owns the budget. A message that names the event is easier to answer than a blind email.

Rodok for other industries