Deals & CRM
Manage your sales pipeline with a visual kanban board. Track deals, clients, and opportunities from lead to close.
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Manage your sales pipeline visually
Track every deal from initial contact to closed won with our intuitive kanban board.
Kanban Pipeline
Drag and drop deals through stages
Client Profiles
Keep all client information organized
Deal Analytics
Track conversion rates and revenue
Why an agency-focused CRM matters
Sales and delivery in one tool
When deals close in your CRM and projects start in another tool, the handoff is where scope, budget, and timeline assumptions get lost. One tool, one record.
See the pipeline against capacity
A pipeline you can't deliver is just stress. Combining deals with team capacity tells you what to push and what to slow down right now.
Track conversion, not just contacts
How many proposals turn into closed work? Which deal sources convert best? An agency CRM answers that without forcing you to build dashboards by hand.
A CRM that understands agency sales
Generic CRMs like Salesforce or HubSpot are built for transactional sales: SaaS subscriptions, retail, e-commerce. Agency sales work differently. Each deal is a custom proposal with scoped hours, a delivery team, and a margin assumption. A CRM that just tracks deal value misses the most important question: can we actually deliver this profitably with the team we have?
Monton's deals and CRM module is designed around agency reality. Each deal links to projected hours, a likely delivery team, and a target margin, so when sales and delivery look at the pipeline together they're seeing the same picture. A 20-person consulting firm can spot the proposal that would tip a senior consultant into 110% utilization next quarter, and either price it accordingly or push the start date, instead of finding out the hard way.
Agency CRM FAQ
Is Monton's CRM a replacement for HubSpot or Salesforce?
For agencies running their pipeline plus delivery in one place, yes. For agencies with complex marketing automation needs, Monton's CRM works alongside HubSpot or Salesforce, focused on the deal-to-delivery handoff.
Can I track multiple contacts per client?
Yes. Each client account holds multiple contacts with roles, plus a full history of deals, projects, and invoices, so anyone on the team can see the full relationship at a glance.
Can a deal automatically become a project when it closes?
Yes. Closing a deal as won creates the project with the scoped hours, budget, and team allocation already populated, so delivery starts with the same numbers sales committed to.
What pipeline metrics does Monton report on?
Conversion rate by stage, average deal size, sales cycle length, and pipeline coverage against next-quarter targets, all comparable across reps, sources, and service lines.