Agency & services
From the brief
to the retainer.
For studios, agencies and consultancies that sell projects and retainers: a pipeline from first brief through discovery and proposal, the service and the monthly retainer on every deal, and invoices from the same place.
The agency preset is on Pro and Business. Accounting comes with Business.
The preset
What it sets up for you.
Applied when your workspace is created. Rename, reorder or add to any of it afterwards; nothing here is fixed in code.
Deal stages
- Lead
- Discovery
- Proposal Sent
- Negotiation
- Won
- Lost
Lead statuses
- New
- Contacted
- Brief Received
- Converted
- Lost
Lead sources
- Website
- Referral
- Portfolio
- Clutch
- Event
- Repeat Client
Contact types
- Client
- Prospect
- Freelancer
- Partner
- Vendor
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Service types
Website, branding, marketing, consulting, development: on every deal and in every filter, so you see which work you win.
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Retainers and one-off projects
Mark a deal as a retainer and record its monthly value and start date next to the one-off projects.
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Discovery to Proposal stages
Lead, Discovery, Proposal Sent, Negotiation, Won or Lost. Stages are yours to rename or extend, so an SOW step is one new stage away.
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Agency sources and clients
Portfolio, Clutch, LinkedIn and repeat clients as sources; clients, freelancers and partners as contact types.
Modules
The modules that go with it.
- Pro and Business Deal board Every open engagement by stage, with the value in each column. Read more about Deal board
- Business Accounting Sales invoices with taxes, payments, receivables and ageing; purchase invoices for freelancers and vendors. Read more about Accounting
- Every plan Activities Calls, meetings, emails, tasks and notes on the client, the contact and the deal, with what is overdue on the dashboard. Read more about Activities
On every deal
The service, the engagement, the retainer.
The agency preset adds the fields to deals, so the board, the filters and the dashboard can tell projects from retainers.
Illustrations; the names and numbers are made up.
Questions
Agency & services: what people ask.
Does it track time or project tasks?
No. It covers winning and invoicing the work: clients, the pipeline, retainers and, on Business, invoices and payments. Time tracking and project management are not part of it.
See it with your own pipeline.
Book a demo and we will walk through Fibonacci CRM set up for your industry, or ask for early access and start on the Free plan.
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