What agencies should check when choosing an AI CRM: managing many client accounts, spotting accounts that have gone quiet, and keeping proposals and tasks organized per client.
· Sinem Dogan, Chief Operating Officer
An agency lives on a handful of long relationships and a steady flow of new proposals. A CRM for agencies has to make each client easy to see and stop quiet accounts from going unnoticed. Here is what to check.
Look for one record per client with contact details, notes and history, plus the proposals and tasks tied to them, so a client conversation never means searching three tools.
The costly failure in agency work is silence. Check whether the CRM surfaces customers who need attention, for example in reports or by asking the assistant which clients have had no activity recently. In Cortox, the Reports section highlights at-risk customers on plans that include it.
Agencies send many scoped proposals, often with recurring retainers alongside one-off projects. Check that a proposal can mix one-time and recurring lines with your own billing period, and that you can see when a client opened it and what they decided.
An agency CRM is only useful if account managers and delivery staff use it. Look for team accounts where everyone shares the same customers and proposals, and a task board where follow-ups can be assigned to specific people with due dates.
Cortox manages multiple client accounts with proposals, tasks and reports in one workspace, and a chat assistant that can act on them. It is a CRM, not a project-management or time-tracking tool, so delivery and billing workflows are best kept in the tools built for them.
Yes. Each line item in a Cortox proposal can be billed one time or as a recurring charge with a period label you choose, and the totals show them separately.
Yes. You can invite teammates to a Cortox account so everyone works from the same customers, products and proposals, and tasks can be assigned to one or more people.
No. Cortox covers customers, proposals, tasks and reports. Project delivery and time tracking are better handled in dedicated tools.