CRM & Lead Pipeline

What it does

The CRM module gives your firm a structured place to track every prospect from first contact to signed engagement — no spreadsheet acrobatics required.

• Capture leads from your website intake form or add them manually
• Move contacts through customizable pipeline stages (New, Contacted, Proposal, Won, Lost)
• Log time-stamped notes on every conversation
• Set follow-up dates, and get an automatic alert when a lead has gone quiet for too long
• Tag contacts by industry, source, or any criteria your workflow needs
• Convert a won lead into a client with one click — their history comes with them

Why it matters

Most small firms lose potential revenue not because they lack good prospects, but because follow-up falls through the cracks when the team is busy on delivery. A structured CRM makes the next action explicit at all times — so no warm lead quietly goes cold.

How it fits in

CRM is the entry point of the Agglo lifecycle. A won lead becomes a Client, whose Projects are created separately. Once delivery begins, the client gets access to their Client Portal. Quotes and Invoices are linked back to the originating Lead so you always know the full revenue story of any engagement.