AGENCY CRM SOFTWARE
Get a Clear Overview of Your Sales Pipeline
Track your entire sales funnel
Get accurate revenue forecasts
Win deals and turn them into projects
Companies Trust Productive to Run Their Operations
Are You Facing These Challenges?
01
Struggling to keep track of leads, deals, and follow-ups across multiple platforms
02
Spending hours untangling your sales pipeline, guessing your revenue, and drowning in admin work
03
Deals slipping through the cracks because your team is stuck on busy work instead of closing sales
Boost Your Agency’s Win Rate With Productive
CENTRALIZE LEADS
Stop Losing Track of Opportunities
- Automatically assign tasks and set reminders for follow-ups
- Keep all client comms centralized in Sales Deals
- Stay focused on closing deals, not chasing information
FORECAST WITH CONFIDENCE
Get the Visibility You Need To Stay Ahead
- Get an overview of won deals and those in negotiation
- Add probability to your deals and forecast your weighted revenue
- Track essential sales metrics by time period or client
AUTOMATE PROPOSALS AND REPORTS
Cut Down on Admin Time and Boost Your Win Rate
- Quickly create estimates by importing your default or client-specific rate cards
- Create proposals and export them as PDFs
- Work on opportunities and deals in more than one pipeline
WIN MORE DEALS
Deal Won? Now Turn It Into a Project
- Turn deals into projects without moving data between tools
- Manage projects and track deadlines efficiently
- Monitor client profitability and avoid budget overruns
Achieve Your Agency’s True Potential
Jens Lystlund Madsen
managing Partner
Refyne
I honestly don’t even know where we’d start if you guys suddenly disappeared. I think that Productive, as a whole, strikes a good balance between product management, profitability, views, having accessibility in terms of reports at fair price for most agencies.
Chris Stones
Strategic and Operations Director
Mitchell & Stones
I think moving to another software would be a step backward for us. We’ve got everything centralized in one place now, and I don’t think we need any other software to run the business.
Luz Erhardt
chief client officer
saffron
We look at future utilization, it allows us to plan a little bit better. Questions like: how tight are we gonna be in the team, do we have capacity? Productive helps us forecast—not only the performance of our jobs today, but of jobs in the future.
Katya Vakulenko
Founder and CEO
SOUP
What I really like about Productive is that it’s not trying to be a tool for everybody. It’s really a tool for agencies. And I really like that because some of the pain points that an agency has are not addressed by other tools because it’s not something that is a priority for them.
Kate Higham
Head of Operations
Born Social
If I had to describe the one thing that Productive does for us it’s decision-making. Not just in my role, but across our finance and operations team. We are in and out of the platform on a daily basis, using the data and the reporting to help us make key commercial decisions about how we’re running the business, running our accounts, how we’re hiring and managing resources. It really is the tool for helping us make decisions.
Connect Apps and Deliver Projects Faster
Integrate with the rest of your business tools like JIRA, Slack, or QuickBooks and deliver projects faster.
Key Benefits for..
Book a Personalized Demo
In 30-minutes you’ll get to:
- Leverage our expertise – with 1,500+ agency customers, we know your pain points
- See how Productive can work for your use case – no clicking around for weeks
- Ask questions – and get answers on the spot
