The CRM built for digital marketing agencies.
Stop managing 15 clients across WhatsApp threads and spreadsheets.
Track every client retainer, renewal date, and new business deal from one place. Built lightweight and fast for how Indian agencies actually work.
15+
Avg. clients per agency
₹399
Starting price / user
< 2 min
Setup time
The problem
Sound familiar?
Losing track of which retainer renewals are due this month
Managing 15+ client scopes scattered across WhatsApp chats
No pipeline to know if next month's revenue is healthy
No visibility on which team member owns which account
New leads from the website getting lost before follow-up
No single view of pipeline value, win/loss, or team activity
The solution
NeerSoft CRM fixes all of this.
Client pipeline at a glance
See every prospect and retainer deal in a visual pipeline. Know instantly what's new, closing, or needs attention.
Renewal tracker built in
Track retainer start/end dates. Get a clear view of renewals due this month so you never lose a recurring client silently.
Lead capture from your website
Embed a form on your agency site and watch leads arrive in your CRM automatically — no copy-pasting from email.
Team accountability
Assign deals to team members. Everyone knows who owns which account without a status meeting.
Client call scheduling
Schedule Google Meet client calls directly from a customer page. Invites sent automatically.
Reports that matter
Monthly pipeline value, won vs. lost deals, and team activity — all exportable to CSV for your reviews.
What's included
Everything you need to run your business.
“The WordPress lead form integration is brilliant. Leads from my client websites go straight into the CRM. No more copy-pasting from email — my team is actually following up now.”
Ankit Joshi
Digital Marketing Consultant, Pune
Common questions
Can I manage multiple agency clients in one workspace?
Yes. Each contact in NeerSoft CRM is a customer record — you can track deals, notes, services, and meetings for each one independently.
Does it integrate with WordPress?
Yes. Use our webhook integration to capture leads from any WordPress form and route them directly into your CRM as new customer records.
Can I assign clients to specific team members?
Yes. On Growth and Custom plans you can invite your team and assign deals and contacts to specific members.
Is there a way to track retainer renewals specifically?
Yes. The recurring services module lets you set start/end dates and billing cycle for each client retainer. You'll always see what's coming up for renewal.
Ready to get organised?
Start free. No credit card. Setup in 2 minutes.
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