You sell polish. Your follow-up should show it.
Depot CRM keeps proposals, retainer renewals, and every client conversation organized — because an agency that markets other people cannot afford to look scattered.
The proposal you sent deserves a second touch
Between pitch decks and deadlines, the unsigned proposal is easy to lose sight of. Put it in the pipeline with a follow-up task attached, and the check-in goes out while the prospect is still deciding — not after they've picked someone else.
Where every account stands, without asking around
Onboarding, in production, up for renewal, gone quiet — tag each client by status and the whole roster reads at a glance. When a client calls, their history is open in front of you before the second ring.
Renewal and scope conversations, on your terms
Set a task a month before each retainer renews, and note scope creep on the client's record as it happens. When the conversation comes, you have dates and specifics — not a vague feeling that the account outgrew the fee.
Past clients hire you twice — if they remember you
Between projects is when relationships fade. Tag former clients and referral partners, and send an occasional broadcast — a piece of work you shipped, a genuinely useful note — so the next project starts as a warm call, not a cold pitch.
Follow-up as polished as the work you deliver.
No credit card required. Set up your customer home base in a few minutes.