Lead CRM for agency outreach

Agency CRM Pro

Fetch qualified leads, send first emails, track replies, handle proposal decisions, and schedule meetings from one focused operations portal.

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OpenAI on/off with template fallback Apollo + LinkedIn + LeadGorilla Reply, proposal + meeting automation
01Lead Sources

Fetch prospects from Apollo, LinkedIn intent signals, LeadGorilla, CSV imports, and manual forms.

02Email Automation

Send first emails, scheduled follow-ups, HTML templates, Gmail, and custom SMTP delivery.

03AI Coordination

OpenAI can be switched on/off from Profile. Off mode keeps normal saved template emails active.

04Reply Tracking

IMAP sync stores client body, subject, sender, timestamps, and stage movement in the timeline.

05Meetings

Detect requested times, ask for alternate approval on conflicts, then generate a unique meeting link.

06Proposals + Won

Send PDF proposals, track sent files, and move approved proposal replies into Won automatically.

Built for repeated agency workflows

Everything after the lead arrives is coordinated in one place.

First email on/off toggle OpenAI automation on/off toggle Editable templates with HTML/CSS Encrypted profile API settings Proposal PDF and meeting timeline

Dashboard

Leads by service
Pipeline overview
Recent leads
Import from Apollo.io CSV
1
Apollo.io → People Search → Filters → Export CSV
2
CSV file neeche drop karo — fields auto-map honge
3
Service auto-classify hogi — confirm karo
Apollo CSV drop karo ya click karo
Manual Lead Add
Pending Leads
Left se lead select karo
Email + WhatsApp automatically ready milega
Email + WhatsApp Templates
Aaj ke Follow-ups
All Pending Follow-ups