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.

QuoJobCRM

Regelmäßige kostenlose Websessions

Regular free web sessions

HR Professional
HR Professional
29.09.2026 um 11:00 Uhr
29.09.2026 at 11:00 o'clock
Die digitale Personalakte wird 2027 zur Pflicht und QuoJob ist vorbereitet! Erfahrt alles rund um die neue Gesetzgebung und wie ihr diese in QuoJob abbilden könnt
Die digitale Personalakte wird 2027 zur Pflicht und QuoJob ist vorbereitet! Erfahrt alles rund um die neue Gesetzgebung und wie ihr diese in QuoJob abbilden könnt

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.

Clear overview
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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 Ganttviews and dashboards.

Equally important is resource planning as a management discipline: QuoJob supports capacity overviews, workload forecasts, and skillmatching 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 contacthistories 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 “AllinOne at any cost”

At its core, Fortes QuoJob is designed to allow agencies to central data and process foundation to which existing toolslandscapes 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.

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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

★★★★★
Quelle: Google Reviews
Source: Google Reviews

We have been using Quojob for 15 years. The software has undergone tremendous further development, especially in the last 2 to 3 years. In addition, the support team is professional and responsive, always friendly and helpful. The same goes for the team of consultants, who are competent and provide excellent support. In short: as an advertising and event agency, we are really satisfied.

Annette P.
★★★★★
Quelle: Google Reviews
Source: Google Reviews

Our trusted agency software for many years! If you are looking for a reliable all-in-one solution that optimizes workflow and saves time, you are in good hands here.

Manuel S.
★★★★★
Quelle: Google Reviews
Source: Google Reviews

With the new QuoJob version, we have been given a new interface. It is very modern and very easy to use. It is simply amazing what the software can do! You keep discovering more and more functions and there is always a way to expand it! The customer service is top notch! Every call is answered immediately by a knowledgeable service representative rather than ending up in limbo. The support during the implementation phase and afterwards can only be rated with 5 stars. I look forward to further cooperation and the additional modules we have ordered. Thank you very much and thumbs up.

Marvin R.
★★★★★
Quelle: Google Reviews
Source: Google Reviews

We love the software. It has saved us a lot of work and now we have everything structured in one place. If we ever have any problems, support is always there to help right away. We highly recommend it (:


peoplegrapher GmbH
★★★★★
Quelle: omr.com
Source: omr.com

For me, it's an extremely user-friendly system that offers a wide range of options—and on top of that (which I think is very important): excellent support (at any time). It's so easy to use that even I can get into financial accounting. Time management is very helpful and offers many options (evaluations, lists). It's also perfect for project management. All of this together makes for a much more efficient workflow.

Antje
Senior Production Manager / Projektmanagement
★★★★★
Quelle: omt.de
Source: omt.de

Everything is tailored precisely to the agency's needs. Approvals can be granted depending on the department or unit. This means that every employee only works with the tools they need for their day-to-day work. The best concept on the market.

Frederik F.
Senior Sales Manager – microPLAN
★★★★★
Quelle: omt.de
Source: omt.de

Free job structure for individual internal, project-related planning. Excellent project planning module with a very good Gantt detailed planning area. Outstanding, especially thanks to comprehensive detailed planning and task systematics (linking of subsequent tasks).

Nikolaos T.
production manager
★★★★★
Quelle: omt.de
Source: omt.de

Comprehensive tool. Excellent value for money and perfect support.

Sandra F.
management – NS-Dokumentationsstelle der Stadt KR
★★★★★
Quelle: omt.de
Source: omt.de

The software offers everything you need to successfully manage a team and bill for the work performed. The intuitive user interface helps with this, never becoming confusing even with many projects. Time tracking is a real added value that you won't want to do without.

Stefan S.
managing director – PSV NEO GmbH
★★★★
Quelle: omt.de
Source: omt.de

All threads and processes converge in this core component. There are many configuration options that need to be considered in detail in order to find the settings that suit your individual workflow. Once this is done, you can be sure that all data is well stored and in the right place, so that you can obtain an up-to-date evaluation at any time.

Janine K.
Executive – ALEKS UND SHANTU GmbH
★★★★★
Quelle: omt.de
Source: omt.de

Excellent accounting software for agencies. The support is very good and customer-friendly. QuoJob is and has been helpful in structuring everything.

Carolin J.
Account Managerin – Cash Cow Farmers Werbeagentur GmbH
★★★★★
Quelle: omt.de
Source: omt.de

QuoJob is agency software designed specifically for the needs of advertising agencies, design studios, and similar creative businesses. It offers a wide range of features aimed at optimizing workflow, improving communication, and increasing financial transparency. Key benefits include integrated project management, time and resource tracking, and invoicing and accounting features. This enables agencies to save time and money, increase customer satisfaction, and promote teamwork.

Jochen W.
CEO – WORRINGEN / HÖKE Kommunikation GmbH & Co. KG
★★★★★
Quelle: omr.com
Source: omr.com

From creating quotes to invoicing, everything from one tool. The software also adapts to changes, such as the XRechnung obligation. Overall, I am very satisfied; quotes and invoices can be customized according to my preferences, as far as e-invoicing allows. Record hours, write invoices and quotes, manage contacts and their connection data, keep track of correspondence with customers, and manage documents. I like the straightforward time tracking and the customized CI and layout of the quotes/invoices. With the app, you can quickly track hours and access contacts on the go.

Tobias
Webdesign Rebs
★★★★★
Quelle: Google Reviews
Source: Google Reviews

QuoJob is a comprehensive agency solution that leaves no stone unturned: in addition to the usual features such as accounting, contact management, time tracking, job organization, and appointment management, we also enjoy using the sophisticated CRM and project management functions. Even complete HR management, including working time and vacation management, runs through Quo. Because all agency processes can be mapped in Quo and all levels of information are linked, we always have a representative picture of our entire company's activities in real time. This enables us to act at any time. We are real “Quo fans.” 😀

Jens P.
LOOKone
★★★★★
Quelle: Google Reviews
Source: Google Reviews

Comprehensive agency software that also maps complex workflows and requirements and has replaced many of our isolated applications, as it offers all the necessary functions, reports, etc. in one place. This saves us a lot of manual effort and license costs. Excellent—we are very satisfied!

Astrid S.
CEO – Webcellent GmbH
★★★★★
Quelle: omr.de
Source: omr.de

Quojob as a complete solution. Project management, transparency in individual jobs, master data management for customers and suppliers, accounting for incoming/outgoing invoices, controlling, My Time and My Day as time tracking modules. Constant updates and innovations in close cooperation with and for the customer. I use QuoJob in all modules. Transparent evaluations for our customers. All data at a glance. Tailored to our requirements.

Petra
Accounting & Controlling – Typodrom / Tylers Agency
★★★★★
Quelle: omt.de
Source: omt.de

First off: we wouldn't want to be without it now. A closer look: Quojob takes a little getting used to, and it needs to be customized and tailored to your needs. However, customization is limited to the flexible option of mapping workflows and processes yourself in a meaningful way. The number of functions and options is more extensive than expected. The team behind Quojob is friendly, helpful, and dedicated. With Quojob's support, we have been able to optimize many recurring processes and enable a very smooth workflow. All of this is extremely relevant for agencies. Overall, Quojob has saved us a considerable amount of time and resources. As a team, Quojob allows us to focus on the essentials, and we can only give it full marks.

Torben T.
Accounting – polta.co Kreativagentur GmbH

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.

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Improved customer communication

All customer and project information is centralized, enabling fast and personalized communication.

Optimization of marketing effectiveness

Analyze campaigns directly in the CRM software and optimize your marketing strategy based on data.

Better cooperation

Transparent information ensures that the entire team is on the same page.

Analysis and reporting

Clear reports and KPI analyses in the CRM system for agencies provide the foundation for informed decisions.

Flexibility

Flexibly customize the CRM to fit your processes and requirements.

Efficient project management

Keep track of projects, deadlines, and resources at all times.

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.

Efficient customer communication Improved team collaboration Optimized project management Increased productivity Better marketing effectiveness Time saving Individual customization Seamless integration Automated routine tasks Comprehensive analysis functions

Frequently asked questions about CRM

What is a CRM for agencies?
A CRM for agencies is software that lets you centrally manage customer contacts, sales processes, and quotes. All information about customers, projects, and communication is consolidated in one place. This helps your team stay on top of things, collaborate in a more structured way, and effectively pursue sales opportunities.
What Makes a Good CRM for Agencies?
A good CRM for agencies helps you manage sales, projects, and financial control in a structured way. The software should automate processes, be flexible and customizable, and provide clear KPI reports. This allows you to keep track of clients, deals, and resources and work more efficiently.
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.

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