CRM & Estimating

CRM & Estimating for Agencies

Function Point’s CRM software for agencies helps you connect your marketing and sales, create accurate estimates based on your industry, and ensure your agency always has work coming through the door.

Gain real-time sales forecast

Wouldn’t it be nice to know what your projected revenue is ahead of time? With our forecasting tool, you can do exactly that. Use our CRM software for advertising agencies to track where your prospects are in your sales pipeline in one snapshot. Use our forecasting tools to see when new work is likely to begin and gather insights into the profitability of your agency.

Centralized communication

Turn your sales process into a seamless process for your team by having all your communication in one CRM software, allowing you to easily communicate with potential clients as they progress through your pipeline. No more wondering if the budget has been approved or the estimate has been sent. With all your communication in one CRM, creative teams know what’s going on.

Customizable, accurate estimating

Different advertising service offerings require different estimates. An estimate for video production looks totally different than one for digital marketing. Our CRM software for advertising agencies allows you to customize your estimate based on service type and sync your schedules with your estimates. Our CRM tool also allows you to blend your rates or charge by the staff member, allowing for accurate estimates everytime. No more pulling rates from Excel and hoping they’re up-to-date. Now everything is in one place.

Create client facing and internal estimates

Clients don’t need to see the nitty gritty details that go into developing an estimate. You want to make sure your project is budgeted properly without including line items and details in your final, client-facing estimate. Our CRM for agencies allows you to create two estimates, one for internal use (with all the line-items and alignments included) and a simplified version for you to send to clients.

Consistent rate cards

Many agencies stash their rates in an excel sheet, which can cause problems when it’s time to create a new estimate. When manual entry is required, innocent mistakes can cause major issues. Rates improperly entered mean time is spent recreating the estimate later or inaccurate estimates are sent to clients, which affects your agency’s bottom line. With Function Point’s CRM designed specifically for agencies, your rate cards are connected to your estimates, allowing for consistent and accurate pricing.

Why users love Function Point

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“To those considering Function Point, I would suggest providing specific examples of your workflow to the FP team. Ask them to recreate those specific needs in a test scenario so you can better visualize how FP can provide solutions tailored to your organization.”

Christy Sevier, Senior Account Executive, Patrick Henry Creative Promotions (PHCP)

Implementation and Support

Less than 1 hour average support response time

Unlimited phone and email support

1-on-1 custom implementation

Optional on-site implementation visit

Latest Resources

Lifelong Learning With Function Point

2023 Industry Trends Report for Creative Agencies
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How to Best Manage your Agency’s Resources?
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Still have Questions?

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