CRM for agencies
Manage contacts and leads centrally. Organized and tailored to agency processes. All information in one place instead of scattered across various tools and lists.
CRM for Agencies That Want to Manage Projects Profitably
In medium-sized to large agencies, sales is not a separate “preliminary phase”‑process.” New inquiries come in alongside ongoing projects, budgets change, and points of contact shift—and yet it must remain clear why decisions were made and how this affects capacity utilization and margins. This is exactly what the CRM in Forte’s QuoJob is designed for: as a central foundation for agency processes, data, and workflows —with a clear focus on project profitability, resource planning, and operational management.
Instead of scattering information across various tools, inboxes, and individual knowledge sources, the CRM keeps all sales-related content in one place where it will be needed later: within the context of quotes, orders, and projects—so that teams can work consistently even within complex structures.
Regelmäßige kostenlose Websessions
Regular free web sessions
In xx Tagen
In xx Days
From Initial Contact to Implementation—with No Discontinuity Between Sales and the Project Team
In the CRM system for agencies, prospects, contacts, meeting notes, and decisions are documented in such a way that they are not lost when the work is handed off to the operational team. This reduces friction in growing teams and ensures that knowledge is not tied to individual people.
When an opportunity turns into an order, the transition to implementation can be mapped out in a structured way: In practice, a saved quote can serve as the basis from which tasks and project structures are generated directly—including clear responsibilities and timeline references—rather than having to “start from scratch” in project management.
Clarity on the pipeline, projects, and priorities—even when juggling multiple tasks at once
Keep track of all your clients and projects in one place, and convert orders directly into projects.
For agencies with multiple concurrent projects , it’s crucial that the sales team not only “manages leads” but also realistically supports prioritization and capacity planning. Fortes QuoJob therefore aims to provide transparency across the entire project portfolio: Teams need an overview of all projects to prioritize work and allocate resources effectively—for example, using Kanbanand and Gantt–views and dashboards.
Equally important is resource planning as a management discipline: QuoJob supports capacity overviews, workload forecasts, and skill‑matching to efficiently assign teams and keep projects on track—which is particularly relevant when multiple units or project teams are working simultaneously.
The Foundation for Sound Decisions: Cost Estimation, Pricing, and Controlling Instead of Gut Feelings
A CRM system only truly helps agencies if it doesn’t stop at contact‑histories but extends to business management . In Forte’s QuoJob, the database is designed to be closely integrated with cost estimation and controlling: service types and price lists create a consistent foundation for quotes and subsequent analyses.
For operational management, it is also important that controlling does not take place “at some point later”: QuoJob specifies, among other things, that Job Controlling/Profit Report uses the prices stored for each customer (customer-specific price lists take precedence)—ensuring that financial evaluations remain transparent, even if pricing logic varies by customer.
And because agency operations often consist of hybrid models (retainer + projects), the CRM should address typical risks—such as “scope creep” in retainer arrangements—by ensuring that decisions, budgets, scopes, and deliverables remain clearly documented and manageable.
A central foundation—modular and dockable instead of “All–in–One at any cost”
At its core, Fortes QuoJob is designed to allow agencies to central data‑ and process foundation to which existing tools‑landscapes can be integrated. This requires, among other things, interfaces‑/integration logic and an open API are provided as extension options—to customize workflows rather than reinventing everything from scratch.
In short
The CRM for agencies in Fortes QuoJob doesn’t just help “manage contacts”; it lays the foundation for integrate sales, project costing, resource planning, and controlling into a single, integrated process—enabling medium-sized to large agencies to gain clarity, manage their operations more profitably, and scale their businesses.
Fortes QuoJob by the Numbers
Fortes QuoJob is used daily by agencies that want to manage their projects, time, and resources in a structured way. The numbers show that many teams use the software in their day-to-day work and rely on it. For many years, we have been continuously developing our agency management solution with a strong focus on real‑world practice, guided by the actual needs of project‑driven organizations
Teams trust Fortes QuoJob
Years of experience in the market
Creative work with Fortes QuoJob
Here’s what our partners say about Fortes QuoJob
CRM Features for Agencies
With Fortes QuoJob CRM, you can efficiently manage customer contacts, projects, and marketing initiatives all in one place. The software supports your team in their day-to-day work and provides a clear foundation for structured sales and customer processes. >
User friendliness
An intuitive CRM for agencies that’s ready to use right away without a lengthy training period.
Automation
Automate routine tasks in your CRM and free up time for strategic and creative tasks.
Improved customer communication
All customer and project information is centralized, enabling fast and personalized communication.
Optimization of marketing effectiveness
Better cooperation
Analysis and reporting
Flexibility
Efficient project management
Manage Resources More Effectively with the CRM System for Agencies
Fortes QuoJob combines CRM for agencies with project management in a single software solution. From sales to planning to billing, this CRM system for agencies comprehensively supports the core processes of advertising, media, and project service providers.
Frequently asked questions about CRM
What is a CRM for agencies?
What Makes a Good CRM for Agencies?
How do I train my team to use the CRM system for agencies?
Fortes QuoJob’s CRM for agencies is intuitively designed and ready to use right away. To get started, we offer customized training, online tutorials, and personalized premium support. This way, your team can gain hands-on experience with the CRM software and use all its features efficiently in their day-to-day work.
Contact us and ask all your questions
Feel free to reach out to us if you have any questions or would like to learn more about Forte’s QuoJob. We’ll get back to you personally, address your concerns, and provide you with a clear assessment of how to move forward.



