CRM for Digital agencies
Win clients and bill retainers automatically
Agencies juggle proposals, monthly retainers and one-time projects. WebPrims CRM handles your sales pipeline and generates recurring invoices for every retainer on schedule.
- Free during launch
- 10 team members
- Hindi & English AI
Sound familiar?
Proposals sent and forgotten
Monthly invoices made by hand
Unclear who owes how much
How WebPrims CRM helps digital agencies teams
Proposal pipeline
Lead → Discovery call → Proposal → Negotiation → Won.
Recurring retainers
Monthly, quarterly or yearly invoices generated automatically.
Outstanding tracker
See every unpaid and overdue invoice and remind clients on WhatsApp.
Client workspaces
Run several brands or businesses from one login.
A typical digital agencies pipeline
- Lead
- Discovery call
- Proposal
- Negotiation
- Won
Rename, reorder or add stages any time — every move is logged on the lead timeline.
Everything else you need
- Facebook & Instagram lead ads integration
- Google Ads lead forms & IndiaMART
- Website forms, enquiry link & QR code
- Round-robin lead assignment
- One-tap call & WhatsApp
- AI assistant in Hindi, Hinglish & English
- GST invoices, advances & recurring billing
- Reports: source ROI, funnel, team leaderboard
- Roles, permissions & full audit trail
- Works on mobile — install as an app
Frequently asked questions
Is WebPrims CRM really free?
Yes. During launch every workspace gets all features free, up to 10 team members. We'll announce paid plans well in advance and early users keep a founder discount.
Is my data safe?
Data is stored on Supabase (PostgreSQL) with row-level security — no other company can ever see your leads. Every change is recorded in an audit trail and you can export everything to CSV anytime.
Can I bring my existing leads from Excel?
Yes. Import from Excel or Google Sheets in one click — columns are matched automatically. Or let AI Smart Add read leads from WhatsApp chats and visiting cards.
Does it connect with Facebook and Instagram lead ads?
Yes, natively. Click Connect Facebook, choose your Page and every new lead from Facebook and Instagram lead forms arrives in seconds — with campaign and ad name — and is auto-assigned to your team.
Does it work with Google Ads, IndiaMART and JustDial?
Google Ads lead forms and IndiaMART connect natively. JustDial, LinkedIn, TikTok and others connect through a universal webhook with Zapier, Pabbly, Make or n8n.
Start your free digital agencies CRM today
Set up in 2 minutes. Import your leads from Excel, connect your ads, invite your team.
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