Performance Marketing CRM

Sales clarity
for agencies that
move fast.

Track every deal from first contact to closed. Built specifically for your agency — one team, one system, zero noise.

Live pipeline · 5 stages

ProspectQualifiedProposalNegotiationClosed
3
User roles
Admin · Manager · Rep
5
Pipeline stages
Prospect to Closed
1
Agency focus
Built for your team
Deals tracked
No limits

Powerful features

Everything your team needs to close deals faster

Pipeline Dashboard

Real-time view of every deal across all stages. Know exactly where revenue is sitting.

Team Management

Create managers and reps, assign teams, block or remove users — all from one place.

Deal Tracking

Track value, probability, close dates, and contacts. Move deals through stages in one click.

Performance Analytics

See who's closing, who's stalling, and where your pipeline is strongest each month.

Stall Detection

Flags deals sitting too long in a stage automatically. Never let high-value leads go cold.

Role-Based Access

Admins see everything. Managers see their team. Reps see their own deals. Always enforced.

Built for every role

One system. Three levels of visibility.

Each role sees exactly what they need. No overload, no blind spots. The right data, for the right person, at the right time.

Admin
Full pipeline visibilityTeam creation & managementAssign reps to managersAll deals & metrics
Manager
Team performance viewTheir reps' deals onlyBlock / unblock repsPersonal pipeline
Sales Rep
Own deals onlyAdd & edit dealsStage progressionPersonal metrics

The numbers that matter

Track metrics that drive your business forward

Total Pipeline Value
All active deals combined
Closed This Month
Won deal revenue
Avg Close Time
Days from open to won
Deal Target Progress
Monthly goal tracking
Expected Revenue
Value × probability
Stalled Deals
14+ days in one stage

Ready to elevate your sales?

Join agencies that are already closing more deals with SalesFlow

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