Manage every proposal, retainer, and upsell in one place
Agency and IT services sales are long cycles with multiple stakeholders and competing proposals. HokaCRM helps your business development team track every conversation from first call to signed contract — without losing context in Slack or email.
How it fits your sales process
Agency deals move slowly until they don't — a prospect can go quiet for three weeks and then want a contract signed in 48 hours. HokaCRM tracks every proposal, every stakeholder touchpoint, and every retainer renewal date. When a deal goes quiet, the automatic follow-up fires before the founder has to step in. Upsell opportunities on existing accounts are flagged before the client starts shopping around.
What changes after HokaCRM
From scattered follow-ups to one pipeline your team trusts
Today
- Proposal sent, no follow-up scheduled — prospect goes with whoever followed up first
- Multiple team members in conversations with the same client with no shared history
- Upsell and retainer renewal opportunities missed because no one flagged the contract end date
- Founder still the single point of contact for every new client deal
- No view of which deals are realistically closable this quarter
With HokaCRM
- Every proposal has an automatic follow-up task
- Retainer renewals flagged before the client shops around
- BD pipeline visible to the whole leadership team
How HokaCRM helps
The features that matter for it services & agencies teams
- 01
Lead & pipeline management
Create pipelines that match how you sell: enquiry, site visit, quote sent, negotiation, won. Assign owners, set expected close dates, and move deals without losing context from the first WhatsApp message.
- Capture from any source
- Build stages that match how you sell
- Assign one owner per deal
- 02
Reminders & task automation
Set follow-up rules by stage — if no activity in 3 days after a quote, your rep gets a reminder. Tasks land on the right person so founders are not the default follow-up machine.
- Set stage-level follow-up rules
- Tasks go to the deal owner
- Founders get a digest, not a flood
- 03
Reports that make sense
See pipeline value by stage, conversion rates, and rep activity for the week. Built for the Monday morning review, not for analysts who live in spreadsheets.
- Pipeline value by stage
- Conversion rate by stage
- Rep activity summary
We were losing proposals in email threads. A prospect would go quiet and we had no system to nudge them. After HokaCRM, every proposal has a follow-up task and our BD team is actually accountable for what is in their pipeline.
Other industries
HokaCRM across Indian SMBs
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