CRM for agencies
Agencies whipsaw between winning new business and keeping retainers renewing, and both get neglected when the team is buried in client work.
Ardovo unifies new business, retainers, and delivery, with Rook working prospects and flagging at-risk retainers, so agencies grow steadily instead of lurching between wins and churn.
- Minutes Time to first value
- Day one Alive with data
- AI-native Rook runs the work
Short answer
The best CRM for agencies manages new business, retainers, and delivery in one place. Ardovo tracks the pitch pipeline and retainer renewals, manages projects, and Rook works leads and flags at-risk retainers, so agencies grow steadily without a full-time ops hire.
What agencies need from a CRM
New-business pipeline
Track pitches from lead to proposal to won so growth does not stall during delivery.
Retainer and renewal tracking
See every retainer, its renewal, and its health so recurring revenue is protected.
Projects in one system
Manage client projects alongside the deal so sales and delivery share a platform.
Rook works pipeline and retainers
Rook follows up on prospects and flags churn risk before a retainer cancels.
The whipsaw problem
Agencies win a client, stop nurturing new business, and lose retainers that quietly went unhappy, so revenue swings between feast and famine.
- New business ignored during crunch
- Retainer health invisible until cancellation
- Sales and delivery in separate tools
How Ardovo fits an agency
Ardovo keeps new business and retainers visible and worked through Rook, with projects in the same system, so the agency grows on one platform instead of three.
Frequently asked questions
Can Ardovo manage new business and retainers?
Yes. Ardovo tracks the pitch pipeline and retainer renewals, and Rook works both, so agencies stop whipsawing between wins and churn.
Does Ardovo replace a separate project tool?
For many agencies, yes. Projects live alongside the client and deal, so sales and delivery share one system.
How does Ardovo protect retainer revenue?
Ardovo tracks retainer health and Rook flags churn risk early, so you save the relationship before the cancellation email.
Is Ardovo good for a small agency?
Ardovo gives a small agency the follow-up and visibility of a bigger one at one flat price, with Rook covering the ops work.