Agency Sales CRM

Your Agency's Best Relationships Live in One Person's Inbox.
Clozo Puts Them in a Pipeline.

Proposals take 2 weeks to write but clients ghost after receiving them. Your BD person left and took every relationship — none of it was in a CRM. Clozo runs your agency's entire sales and marketing motion in one platform: a visual client pipeline, a built-in business phone with power dialer and AI discovery-call scripts, conversation intelligence that records, transcribes and summarizes every call, open and click tracking on every proposal you email from Clozo, email and social marketing to warm prospects, and organization-wide AI that answers questions across your pipeline in plain English, re-scores every deal the moment a call finishes transcribing, and drafts your follow-ups for you to approve. One login, one bill — instead of stitching together the CRM, dialer, business phone, conversation-intelligence and outreach tools you buy separately.

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Clozo for agencies in action with discovery call scripts, objection cards, and win-loss analytics by service line
The Problem
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Agency Business Development Is Fundamentally Broken

From discovery call to signed retainer, your client acquisition process has three fatal gaps.

You Pitch with a Generic Capabilities Deck — Win Rate: 15%

You pitch with a generic capabilities deck and pray — pitch win rate: 15%. Your discovery calls don't uncover real pain points, your proposals recycle the same case studies regardless of industry, and you respond to RFPs with boilerplate SOWs. Without a structured audit-to-proposal workflow, your client acquisition cost keeps climbing while competitors who customize their pitch eat your pipeline.

Proposals Take 2 Weeks — Then Clients Ghost

Proposals take 2 weeks to write but clients ghost after receiving them. Your team spends days crafting custom SOWs, defining scope, and building out retainer pricing — only to hear nothing. No follow-up cadence, no open tracking, no visibility into whether the prospect even read it. Meanwhile, scope creep from existing clients eats the time you should spend on new business development.

Your BD Person Left — Took All Relationships

Your BD person left and took all the relationships — nothing was in a CRM. Every discovery call note, every RFP response, every prospect conversation lived in their head or their email. Now you're starting agency business development from scratch with zero institutional knowledge. Client acquisition cost doubles while you rebuild a pipeline that should have been in your creative agency CRM all along.

Discovery Call Framework
Handshake icon - marketing agency sales platform

Lead with the Audit, Not the Capabilities Deck

Clozo's agency sales playbook doesn't open with your services. It opens with a structured audit of the prospect's digital presence — turning every discovery call into a consultative conversation where your agency is the obvious solution, backed by your own playbook and real prospect research.

  • Pre-discovery call audit scripts: Web-grounded prospect research with stored citations — company summary, news, industry developments, competitor updates, leadership, funding, hiring signals, tech stack, talking points and buying signals — feeds a script written for that exact prospect, at a flat $0.10 per prospect from a prepaid balance, refunded automatically if it fails
  • Objection cards and AI battlecards: The objections this specific prospect is most likely to raise, with your rebuttal already written — plus an AI battlecard for the competing agency on the deal, grounded in your own win/loss record. Free on every plan, including Free
  • RFP response accelerator: Structured talk tracks for responding to RFPs that highlight your differentiators, reference specific audit findings, and position your retainer pricing against the cost of inaction
  • Scope and SOW framing: Scripts that define scope during the discovery call itself — preventing scope creep before the retainer even starts by setting clear deliverables, timelines, and success metrics upfront
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Clozo dialer showing agency-specific AI scripts with audit findings and discovery questions
app.clozo.ai/hotline/objections
Retainer Objection Handling

Objection Handling That Wins Retainers

Every agency objection comes down to trust, money, and past bad experiences. Clozo's agency sales automation arms your BD team with client acquisition cost math, case study proof points, and scope-creep-proof SOW frameworks that convert skeptics into signed retainers.

  • Retainer ROI by client acquisition cost: "For a [dentist/lawyer/roofer], one new customer is worth $[X] in lifetime value. Our retainer drives 10 qualified opportunities/month, you close 3 — that's $[Y]/month from a $[retainer] investment. Your client acquisition cost drops from $[current] to $[new]."
  • "We tried an agency before and got burned": "I hear that on every discovery call. Here's what we do differently: our SOW defines exact deliverables, timelines, and KPIs upfront. No scope creep. Plus, here's a case study from [similar company] — they came to us after a bad agency experience and saw [specific result] in 90 days."
  • "Your proposal is too expensive": "Let me walk you through the math. You're spending $[X] in-house on marketing with [Y] results. Our retainer replaces [Z] of those costs while delivering [specific improvement]. The net cost is actually $[lower amount] — and you get a dedicated team without the overhead of hiring."
  • "We handle marketing in-house" reframe: "That's great — what's working well? Most of our retainer clients started in-house too. They brought us in for [specific service] because it freed their team to focus on [their strength]. We're not replacing your team — we're multiplying their output."
See Objection Engine →
Full Platform

Beyond the Dialer: Your Whole Agency Sales & Marketing Stack, Together

The dialer is just the start. Clozo puts your agency's sales and marketing in one place — every call, text, WhatsApp message, live chat and social comment on one client timeline, conversation intelligence that records, transcribes, PCI-redacts and AI-summarizes every call, one AI across all your data, and email & social marketing to fill your pipeline. Four more capabilities built for marketing agency new-business teams:

Retainer Pipeline by Service & SOW Stage

Track every prospect from discovery call to signed retainer. Add, rename and reorder as many stages as your motion needs — per team, per service line, per rep — cascading from one company default, and tag each deal with the service it's for. Headline pipeline value, win rate by source, deal size, rep and competitor are computed as true SQL aggregates across your whole workspace, not a sampled page of rows.

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Proposal Follow-Up & Win-Loss Analytics

Email the proposal from Clozo and its opens and clicks land inline on the client's timeline the moment they fire — so you know who read it and when to follow up. Win-loss analysis then breaks your closed deals down by source, deal size, rep and competitor, with the loss reason on every one, and stage-activity analytics show transitions, flow and revenue at risk. All of it un-gated: there is no reporting tier in Clozo.

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Agency Business Development on LinkedIn

Coordinate social touches with your discovery-call cadence. Publish audit findings and thought leadership to LinkedIn, X, Facebook, Instagram, TikTok and YouTube from one composer and calendar, reply to Facebook and Instagram comments in-app, and let tracked short links attribute clicks and closed-won revenue back to the post that started the conversation.

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Post-Proposal & RFP Follow-Up Sequences

Build a follow-up cadence once and enroll prospects after proposal sends, RFP submissions and discovery calls. A cron-driven engine runs every five minutes: emails send themselves with merge-tag personalization, branch on opens, clicks and replies, and auto-exit the moment a prospect responds; the call and social touches drop onto the right rep's task list at exactly the right moment. Send-time optimization picks the hour this prospect is most likely to engage.

Learn more →
Sample Playbook

See the Scripts Before You Sign Up

Here's a taste of the agency sales automation talk tracks your BD team gets on every discovery call and RFP response.

Audit-First Discovery Call Opener

Discovery Call Opening Script

"Hi [First Name], this is [Your Name] with [Agency]. I ran a quick audit on [their company] before this call and found a few things I thought you'd want to know about — whether you work with us or not. Can I share what I found?"

[If they stay]

"Your site loads in [X] seconds on mobile — Google penalizes anything over 3. You're not ranking on page one for '[their key service] in [their city],' but two competitors are. And your Google Business Profile has [Y] reviews vs. their [Z]. These are fixable in 60-90 days. I have a case study from a similar [industry] client where we fixed exactly these issues and drove [specific result]. Would it be worth a 15-minute discovery call to scope out what a retainer would look like?"

Discovery Call Qualification

Discovery & SOW Scoping Questions

Q1: "Where are most of your new clients coming from right now — referrals, Google, social media, or something else? I'm trying to understand your current client acquisition cost so I can show you how a retainer with us reduces it."

Q2: "Have you worked with a marketing agency before? If so, what went wrong? I ask because most of our retainer clients came to us after a bad experience — usually scope creep, unclear deliverables, or no reporting. We build our SOW specifically to prevent those issues."

Q3: "If I put together a proposal this week with a defined SOW, clear deliverables, and a case study from a similar [industry] client — would you be in a position to review it by Friday? I want to make sure this doesn't become another proposal that sits in your inbox."

$0
To Start — Free Forever, Up to 3 Seats
0–100
Deal Score on Every Recorded Call
5 min
Cadence Engine Cycle
∞
Leads, Contacts & Deals on Every Plan
Clozo

Start Winning More Retainers

Give your BD team the agency sales CRM with discovery call scripts, objection cards, proposal open tracking, and win-loss analytics by service line they need to close more retainers. Start free for 30 days on any paid plan — no credit card required, cancel anytime, and if you don't continue your workspace simply moves to the permanent Free plan.

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Frequently Asked Questions

The best CRM for agencies combines pipeline management with the way you actually sell — calls, texts, email, and follow-ups — in one place. Clozo is built for that: a full CRM plus a built-in dialer, business phone, and the full AI assistant. The CRM, the AI and a working inbound phone system are free forever for up to 3 seats; paid plans start at $79/user/month and add the outbound power dialer, SMS, WhatsApp, and email sending — with a playbook tailored to agencies.
Yes. Clozo is used across agencies and ships with a configurable playbook for it — pipeline stages, scripts, and automated email cadences tuned to how agencies teams sell — so you're not forcing a generic CRM to fit your process.
Clozo is $0 forever for up to 3 seats, and $79–$999/user/month on paid plans with the CRM, power dialer, business phone, email, and social all included and no setup fee, so agencies teams get a complete stack for one predictable price instead of paying for several separate tools.
Yes. Your company's own business phone number is free with every paid plan — pick a country and area code and it's live in about a minute, and extra numbers for more reps or markets are $4.99/mo each. Call recording, transcription, AI call analysis, and IVR are included on every plan, including Free; the outbound power dialer, SMS, and WhatsApp unlock on Launcher — so agencies reps can call and text leads directly from the CRM. One honest note: to text US numbers, US carriers require a one-time A2P 10DLC brand and campaign registration — bring your own registered Twilio or Telnyx messaging profile and connect it in Settings.
Yes. You can import contacts, companies, and activity history from Salesforce, HubSpot, Pipedrive, a spreadsheet, or a CSV in minutes — AI maps your columns and de-duplicates as it loads, and one-click migration is free on every plan, including Free — so your agencies pipeline moves over intact and your team starts selling right away.
Yes — start free for 30 days on any paid plan, no credit card required. You get every feature of the plan you choose, on starter allowances (200 AI credits, 15 outbound actions, 1 roleplay session) across 3 seats. Subscribe any time to unlock your plan's full monthly allowances. If you don't, your workspace simply moves to the permanent Free plan when the trial ends — you're never locked out, and everything you've built is preserved.
Yes. Clozo runs both — CRM, pipeline, and calling for sales, plus email marketing and social publishing for marketing — so agencies teams manage the whole customer journey in one platform on one bill.
Every recorded call is automatically transcribed and re-scores the deal — probability, risk, momentum, champion strength, and competitive position, with the reasoning shown. Before a rep dials, the AI Co-Pilot is already on screen with a script written for that exact prospect and the objections they're most likely to raise. It drafts follow-ups for you to approve, and deal risk signals — going dark, no next meeting booked, single-threaded, stalled in stage — flag at-risk deals early, so agencies reps focus on the right opportunities and never let a warm lead go cold.
Your data stays. An expired subscription drops you to the permanent Free plan instead of locking you out, and nothing is deleted. You can export your leads as CSV on any plan, including Free — and every agencies lead, note, and record to CSV, JSON, or the read-only REST API on Scaler and above, anytime — so you're never locked in.
Yes. Because Clozo bundles CRM, dialer, phone, email, and social into one platform, most agencies teams replace their CRM, calling tool, and outreach apps with Clozo — cutting cost and the busywork of switching between them.
30 days free — cancel anytime
Launcher $79/mo
Scaler $199/mo
Conqueror $499/mo
Closer $999/mo
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