OnlyCRM OnlyCRM

Built for your trade · Digital marketing agency

Retainers are won on the audit and kept on the reporting.

Discovery, audit, proposal, retainer — and then a campaign that has to be visibly working every month.

No renaming, no custom fields to build. It already calls them enquiries and campaigns, and asks the 12 questions your trade actually asks.

What this costs you today

How the work actually runs

This is the board an account manager opens on the first morning — not a template to configure, the pipeline as it ships.

New business pipeline
  1. Enquiry
  2. Discovery call
  3. Audit shared
  4. Proposal sent
  5. Negotiation
  6. Retainer signed work starts here
  7. Onboarded
Won Retained
Lost, and why Declined Went to another agency

A sale is not the end of the job. Winning one opens a second board:

Campaign delivery
  1. Kick-off
  2. Running
  3. Reporting
  4. Renewal due
Won Renewed

What that gives you

Services wanted, captured as a list

SEO, paid, social, content — ticked at the enquiry rather than re-asked at proposal.

Budget on the record before the pitch

Monthly budget and start timeline visible on the enquiry screen.

Renewals with a date

Every retainer carries its renewal, and it surfaces before the month it falls in.

The questions it already asks

12 fields, grouped the way you would ask them on the telephone. Change any of them later; none of them is work you have to do first.

Requirement

  • Services wanted
  • Monthly budget
  • Wants to start
  • Engagement

Client

  • Industry
  • Website
  • Current agency
  • Who signs off
  • Ad spend now

Commercials

  • Proposal value
  • Contract length (months)
  • Referred by

Where the enquiries come from

Every one of these is a door that is already built. Nothing is typed in twice, and a duplicate enquiry is recognised as one.

Set up in an afternoon, not a quarter.

Choose Digital marketing agency when you sign up and the board, the fields and the channels above are already there. Nothing to configure before the first enquiry.