CRM for agencies
Manage contacts, leads and offers centrally. Clearly arranged and tailored to agency processes. Everything in one place instead of spread across tools and lists.
The smart CRM software for agencies
With the QuoJob CRM for agencies, your sales team can easily manage your leads, professionally lead deals to success and build long-term customer relationships in a structured way.
The module for processing sales inquiries makes it easy for you to maintain productive relationships with individual customers thanks to extremely time-saving and streamlined processes and to manage customer projects super efficiently using workflow automations. This makes it easy for you to keep track of your acquisition contacts and successfully close deals.
In agencies, sales is not an isolated process. Offers are often created in parallel to ongoing projects, customers continue to develop and requirements change. A CRM must reflect this dynamic without creating additional work. This is exactly what the QuoJob CRM for agencies is designed for.
All sales-relevant information is available where it is needed. Contacts, discussions, offers and decisions are documented in a traceable manner and are not lost when a project starts or the contact person changes. This ensures clarity within the team and prevents knowledge being held by just one person.
At the same time, the CRM helps you to maintain an overview. You can see which leads are active, where offers are open and which customers are developing. This keeps your sales structured without feeling like an additional administrative burden.
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Optimal workflows with the CRM system Agency
Clear documentation and automated processes make your work easier
With Fortes QuoJob CRM, you can record your prospects with their contact details and see the entire history of your contacts at a glance. So if you also send quotes and order confirmations from the Fortes QuoJob CRM for agencies: with just a few clicks, you can see dates and contacts for ypour documents in the contact details. So you have every lead with a complete overview All information, documents, notes and interactions are recorded centrally for tracking. The CRM for agencies provides you with optimal support in guiding prospective customers through the various phases of the Sales pipeline from initial contact to lead qualification to the deal. As well as helping you to find your next To-dos to derive, plan and always keep an eye on the screen so that no contact is neglected. Add additional modules to your CRM for agencies to easily create a new job or generate a quote. With smart workflows, the CRM for agencies then takes over and automates your paperwork to close your deals quickly. Once the offer has been accepted, the order confirmation is automatically created from the created offer, the status in the contact changes from interested party to customer and the job can be continued by the project management team. With the Fortes Quojob CRM for agencies, you can keep an overview thanks to the history in the contacts!
CRM software with a 360° all-round view thanks to data centralization
Benefit from full company insight and convert orders into projects at the touch of a button.
Thanks to the smart intermeshing of business development and Project management the Project tasks created automatically directly from the order confirmation – including all milestones, deadlines, the Kanban board and project plan with visual timeline. The project plan can be exported as a PDF with one click and made available to the customer. The fact that the job was already created at the prospect stage means that the project manager can also track the content from the sales process in the history at a later stage, and the Documents and notes that were recorded during sales meetings and often contain valuable information. In this way, you optimize communication within your company to make perfect use of synergies and ensure the same level of knowledge across all teams. With the smart CRM for agencies, you can eliminate data chaos and make it easy for your team to maintain an overview by creating a central location for customer data. that enables a true 360-degree view of all company processes and where all data is stored and accessible to all those involved.
Make good decisions quickly and easily with the CRM for agencies
Automated KPI evaluations support you in making important deductions for your business.
Then, with just a few clicks, you can analyze which campaigns, customers or deal pipelines are the strongest and weakest in terms of sales and thus draw important conclusions on the topic of Customer loyalty and communication focus in marketing by using integrated controlling to easily derive which customers of the same type you should target more and how you can best reach them. The Sales forecast provides you with easy access to all the figures you need to keep an eye on for planning security so that your agency can grow healthily. With the QuoJob CRM for agencies, you can evaluate your KPI at the touch of a button to be able to make good, data-driven decisions at lightning speed and drive your business development forward.
QuoJob in figures
Fortes QuoJob is used daily in agencies that want to manage their projects, times and resources properly. The figures show that many teams use and rely on Fortes QuoJob in their day-to-day work. For many years, we have been developing agency management in a practical way and focusing on real requirements from the project business.
Teams trust QuoJob
Years of experience in the market
Creative work with QuoJob
What our partners say about QuoJob
Functions of the QuoJob CRM for agencies
With the Fortes QuoJob CRM system for agencies, you can efficiently manage customer contacts, projects and marketing measures and get the best out of your agency. With the CRM for agencies, you can simplify the day-to-day work of your team and help your company to succeed.
User friendliness
Our CRM for agencies is intuitively designed and easy to use. So you can get started immediately without long training periods.
Automation
Thanks to the automation of routine tasks in our CRM for advertising agencies, there is more time for the essentials – creative and strategic work
Improved customer communication
With our CRM for agencies, you have all important customer information and project status at a glance at all times. This allows you to respond quickly and efficiently to customer inquiries and build personal customer relationships.
Optimization of marketing effectiveness
With the CRM for agencies, you can analyze the success of your marketing measures and adjust your strategy accordingly to achieve even better results.
Better cooperation
Our CRM for agencies facilitates the exchange of information and communication within your team and thus improves collaboration.
Analysis and reporting
The CRM for agencies provides you with comprehensive analysis and reporting functions to measure the success of your marketing measures and make data-based decisions.
Flexibility
The CRM for agencies can be individually adapted to the needs of your agency and offers numerous modules and customization options.
Efficient project management
Keep track of all ongoing projects, deadlines and resources and make sure that everything stays on schedule.
Boost your resource utilization with the CRM system Agency
In addition to the functions of a CRM for agencies, QuoJob maps the entire spectrum of processes that occur at advertising & media agencies and other project service providers.
Frequently asked questions about CRM
What is a CRM for agencies?
A CRM for agencies (Customer Relationship Management) is a software solution that helps you manage your client relationships, optimize workflows and improve communication within your agency. With seamless integration, maximum flexibility and centralized client management, Fortes QuoJob offers a powerful solution for agencies of all sizes. Fortes QuoJob ensures the security of client data and helps you to increase client satisfaction and the efficiency of your marketing and sales activities. Get to know some of the key features of the CRM for agencies:
- Seamless integration: As a CRM marketing agency and other companies with project business, QuoJob impresses with its seamless integration into existing internal processes. You can easily monitor all business activities in a smart network at the touch of a button with intelligent dashboards and control them using drag and drop, without having to use additional tools. This saves time and nerves!
- Efficient process optimization: QuoJob is the CRM for advertising agencies and other project service providers to optimize workflows. With a clear user interface and smart functions, you can structure, connect, automate and improve your processes in no time at all. This leaves you more time for what’s important – your customers!
- Maximum flexibility: QuoJob’s agency CRM system is designed to adapt perfectly to the needs of your agency. Regardless of whether you run a small or large agency – the system grows with you and allows you to customize it to your requirements.
- Central customer administration: With QuoJob as a CRM for advertising agencies, you always have an overview of all important customer data. Thanks to central customer management and customizable dashboards with a clear graphical display of all important KPIs, you can easily keep track of all current projects, quotes and invoices and provide your customers with even better support.
- Security and data protection: We attach great importance to the security of customer data in our agency CRM system. With solid security precautions and data protection regulations, QuoJob agency software from Germany ensures that your customer data is protected as securely as your online banking and that you meet legal requirements such as the GDPR.
See for yourself – test QuoJob free of charge and without obligation and experience how it revolutionizes the efficiency of your agency with smart features.
What makes a good CRM for agencies and other project service providers?
Agencies are under high competitive pressure. The increasing number of demands from clients and their focus on ROI rather than creativity are putting agencies under pressure to work more efficiently and focus more on their clients in order not to lose them to the competition and continue to win new business. Customer loyalty is extremely important for agencies. However, as a recent survey by Forrester shows, this is suffering ever more: 57 percent of company executives admitted that customer loyalty has fallenbecause their agency CRM systems are not integrated and accessible well enough. This can be fixed – with QuoJob’s CRM for agencies. A modern CRM for advertising agencies and other project service providers ensures that you can keep up with a rapidly changing market and a competition that is constantly reinventing itself. The QuoJob CRM for agencies helps you to manage your customer relationships optimally. To do this, the CRM for advertising agencies and other project service providers offers you a straightforward, intuitive and seamless experience across your entire agency processes, such as customer service, deal analysis and reporting to optimize your structures and alignment. The smart CRM for agencies gives you a full all-round view to easily identify potential and automate your processes at the touch of a button. When choosing your CRM for advertising agencies, make sure that it has all the functions you need to map and optimize your internal agency processes. Even if you don’t need all the functions yet, it’s better to make sure from the outset that your CRM for advertising agencies can grow well with you by providing appropriate modules as required and constantly developing them further. Your CRM for advertising agencies should be structured as clearly and concisely as possible, be easy to use and make it easy for your employees to quickly find their way around the tool. Efficient and smartly integrated processes not only simplify your productivity, but also make your daily work fun and show you open potential. Highly integrated interfaces are just as important in order to be able to integrate additional tools if required.
How do I train my team to use a CRM system for agencies?
Fortes QuoJob’s personal premium support offers you comprehensive support for your agency. Your satisfaction and success are our top priority. Fortes QuoJob is designed to be clear and user-friendly so that you can get started quickly without a lot of training. Various resources are available to help you and your team quickly get to grips with the new agency CRM system, especially during the introduction phase:
- Individual training courses: We train you and your team in the introduction of CRM for agencies using practical exercises tailored to the specific needs of your agency and advise you with recommendations for best practices in using the agency CRM system. This will enable your agency to make optimum use of the CRM system and continuously improve your business processes. Depending on what you prefer, we will be at your side either online or directly on site to answer all your questions.
- Online tutorials: On our website you will find tutorials on the individual functions, many of which are also available as video tutorials, which you can use to systematically delve deeper into all functions or quickly look something up.
- Personal premium support: QuoJob’s personal premium support offers comprehensive support for agencies that use the agency CRM system. The focus is on customer satisfaction and success. Here are some of the benefits and services of QuoJob’s personal premium support.
- Direct contact person: As a Premium Support customer, your consultant will continue to provide you with help and advice after the introduction of your new CRM for agencies. After all, they know your QuoJob CRM for agencies inside out! QuoJob’s personal Premium Support also guarantees fast response times for queries and problems. You can rest assured that your request will be dealt with promptly and efficiently.
Overall, QuoJob’s personal premium support offers comprehensive assistance and support to optimally adapt the CRM system to the needs of your agency and help you optimize your customer relationships and business processes.
Contact us and clarify your questions
Write to us if you have any questions or want to know more about QuoJob would like to find out more. We’ll get in touch with you personally, address your concerns and give you a clear assessment of how things can proceed for you. Clear, honest and straightforward.