CRM for
Marketing Agencies
New-business pipeline, retainer billing and client follow-up — without buying three tools.
Live in minutes · No per-seat charges · Cancel anytime
Why marketing agencies
need a CRM
Agencies sell attention for a living and rarely have any left over for their own pipeline. New-business follow-ups slip during busy months, retainer invoices go out late, and the client history lives in whoever's inbox handled it last.
Origin CRM gives an agency one system for pitching, closing and billing: a visual pipeline for new business, recurring invoices that send themselves every month, and a shared team mailbox so client threads aren't trapped in personal accounts.
The three leaks Origin CRM plugs first
Feast-or-famine pipeline
When delivery is busy, prospecting stops. Scheduled follow-ups keep pitches warm automatically, so the pipeline doesn't empty while you're heads-down.
Retainer invoicing is manual
Set a client's retainer up once as a recurring invoice and it sends itself each period — including catching up safely if a period was missed.
Client history is scattered
Notes, emails, tasks and invoices attach to the client record, visible to the whole team in real time — not siloed in one person's inbox.
Built for the way
marketing agencies work
Retainers on autopilot
Recurring invoices with optional auto-send handle monthly retainers without anyone remembering to hit the button.
A shared team inbox
Per-user mailboxes plus an admin-gated shared box, so new-business and client threads are visible to the people who need them.
Collaboration built in
@mention a teammate on a task and they're on it; deals take collaborators too. Every screen syncs live across the team.
Proposals to invoices
Quote the engagement on your own branded template, then invoice it from the same system when it closes.
Plus everything else in Origin CRM — contacts and companies with full history, a command palette, real-time team sync, daily backups and your own private subdomain. See the full feature comparison →
Origin CRM vs.
the usual suspects
Agencies feel per-seat pricing more than anyone — every account manager, PM and founder needs access, and suite CRMs charge for each of them. A flat price changes the math entirely.
vs. HubSpot
HubSpot's free CRM tier is real, but the tools a agency actually leans on day to day — automated follow-up sequences, quoting, sales automation — sit in the paid Sales Hub, priced per seat, so the bill grows every time your team does. Origin CRM includes follow-ups, quotes and invoicing in one flat monthly price.
vs. Salesforce
Salesforce is built for enterprise sales organizations: per-user licensing and enough configuration that many companies hire a consultant just to get started. A agency rarely needs any of that. Origin CRM is self-serve — sign up and your workspace is live the same day.
vs. Pipedrive
Pipedrive does pipelines well, but it's priced per seat and leans on add-ons and third-party integrations for invoicing and email automation. Origin CRM ships a visual pipeline, branded invoicing and reply-aware follow-ups built in, for one flat price.
Competitor packaging and pricing models are summarized from their public materials and may change; check each vendor for current details. HubSpot, Salesforce and Pipedrive are trademarks of their respective owners.
One flat price: $99/mo
Whole team included, every feature included, cancel anytime. Prefer bank transfer? Prepay 3, 6 or 12 months at a discount.
Marketing Agencies ask us
Can Origin CRM handle monthly retainer billing?
+
Yes. Set up a recurring invoice per client — monthly or on the schedule you choose — and optionally let it send itself as a PDF each period. Missed periods are backfilled safely rather than skipped.
Can the whole team work in it at once?
+
Yes. Changes sync in real time across everyone's screens, tasks support collaborators and @mentions, and the flat price means the whole agency can be in the system without the bill growing.
We pitch by email. Does the CRM actually help there?
+
Yes. You send and reply from inside the CRM using your own mailbox, schedule sends for the right morning, and queue follow-ups that cancel themselves if the prospect replies.