3x
Increased productivity in the digital marketing sector
Kanban CRM for Marketing Agencies eliminates repetitive manual tasks and allows your team to focus on delivering results efficiently.
Kanban CRM for Marketing Agencies: What's in Proposal and What Expires This Quarter
The agency knows its revenue this month. It doesn't know what's in proposal or which contracts are expiring — and both answers are in the same place.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para Agências de Marketing
The Kanban CRM for Marketing Agencies from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of marketing agencies. With a solution developed for the digital marketing sector, your team automates management of multiple clients and campaigns and focuses on what really matters: delivering results.
Companies in the digital marketing segment face unique challenges in communication and client relationships. The complete service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of marketing agencies across Brazil.
Results
Benefícios do CRM Kanban para Agências de Marketing
What changes in the agency when new contracts and renewals become two funnels.
80%
Reduced response time
Serve marketing agencies instantly at any time, without leaving any message unanswered.
24/7
Total availability for marketing agencies
Clients in the digital marketing sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve questions and demands from marketing agencies quickly, improving the customer experience.
Features
Funcionalidades do CRM Kanban para Agências de Marketing
Recursos projetados para transformar o atendimento no segmento de agências de marketing.
Visual drag-and-drop pipeline
Move negotiations between funnel stages with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for products, teams, or different processes with customized stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Agências de Marketing
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Agências de Marketing
Agency formats that benefit the most from a kanban funnel.
agências de marketing de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in managing multiple clients and campaigns leads to lost opportunities and daily rework.
agências de marketing em crescimento
Equipes de 10-50 pessoas
Increasing demand volume exceeds the team's capacity to deliver quality results.
agências de marketing com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Agências de Marketing
What's included in the plan for agencies.
CRM natively integrated with WhatsApp
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each negotiation stands, which need action, and which are stalled.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
Twenty active accounts and no forecast.
The agency knows how much it earns this month. It doesn't know how much is in proposal, which contracts expire this quarter, or how many accounts are at risk — and these three answers reside in the same place.
In practice
How does the agency perceive the revenue for the upcoming months
Two funnels. The new contracts funnel answers "how much can come in"; the renewal funnel answers "how much can go out" — and the second is usually the more expensive of the two.
The briefing turns into a card
Scope, budget, and deadline are entered as fields, along with the record of what was requested.
The proposal has a decision date
Sent, presented, and under review are stages, each with a response time.
Renewal starts in advance.
The contract expiration creates the card ninety days in advance, not in the week of renewal.
The loss has a reason
Result, price, or management change: the list of reasons reflects what the agency needs to change.
FAQ
Before forecasting your revenue.
The most common questions about multiple funnels, recurring contracts, and renewal alerts.
How does the Kanban CRM for Marketing Agencies work in practice?
The Kanban CRM for Marketing Agencies from Nexloo was specifically developed to meet the needs of the digital marketing sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored for marketing agencies. In practice, marketing agencies can set up the tool in minutes, connecting their service channels and customizing flows for managing multiple clients and campaigns. The system learns from interactions and becomes more efficient over time, allowing your team to focus on delivering results instead of repetitive operational tasks.
Does the Kanban CRM for Marketing Agencies have a free plan for marketing agencies?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Marketing Agencies for marketing agencies. Professionals in the digital marketing sector can set up the system, connect preferred channels, and test with real demands for managing multiple clients and campaigns without financial commitment. No payment information is required to get started. After the trial, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports marketing agencies throughout the evaluation, ensuring full utilization of the resources available for the sector.
How do I connect the Kanban CRM for Marketing Agencies to the systems I already use?
Connecting the Kanban CRM for Marketing Agencies with tools used by marketing agencies is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the digital marketing sector, as well as a RESTful API for specific integrations. Digital marketing management, scheduling, financial, and marketing software can be integrated directly. For marketing agencies with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Kanban CRM for Marketing Agencies?
The initial setup of the Kanban CRM for Marketing Agencies for marketing agencies takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the digital marketing sector. Advanced features such as complex automations and integrations with specific marketing agency systems may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the digital marketing sector that significantly speed up the initial setup and reduce the learning curve.
Is the Kanban CRM for Marketing Agencies safe for client data in the digital marketing sector?
Absolutely. The Kanban CRM for Marketing Agencies meets specific security requirements for marketing agencies, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive client data in the digital marketing sector. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by marketing agencies.
What is the difference between the Kanban CRM for Marketing Agencies and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Marketing Agencies was built for messaging in the digital marketing sector, with a visual pipeline where marketing agencies organize negotiations by dragging cards. Direct integration with WhatsApp and channels used in the digital marketing sector eliminates manual typing, and each card already includes conversation history regarding managing multiple clients and campaigns with follow-up automations to deliver results.
How long until I see results using the Kanban CRM for Marketing Agencies?
Initial results with the Kanban CRM for Marketing Agencies are visible within the first 48 hours, especially in response speed and organization of service for marketing agencies. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the digital marketing sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your portfolio loses contract
A short conversation to map how many contracts from your agency expire this quarter without anyone following up.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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