CRM for Digital
Marketing Agencies
Manage leads, proposals, follow-ups, retainer renewals and payments — all in one place. Knowbuild helps digital agencies grow client relationships and revenue with total visibility and control.
More Clients
Turn more leads into revenue
Stay Organised
Keep every deal on track
Grow Recurring Revenue
Never miss a renewal
Built to give growing agencies more control
Real challenges. We understand.
As your client base grows, keeping everything together gets harder.
Leads live in one place, proposals in another, renewal dates somewhere else — and the owner ends up chasing updates.
Proposal follow-ups get missed
Retainer renewal coming up
Pipeline visibility is low
Payment tracking is delayed
Pipeline value
₹24.8L
Open enquiries
18
Overdue follow-ups
3
New
Orbit Foods
SEO Retainer
Kaaval Media
Performance Ads
Qualification
Bloom Bar
Full-funnel
Vertex Co.
Brand Campaign
Proposal
Acme Digital
Retainer Q3
Nirvana Homes
Monthly SEO
Client
PixelKraft
Monthly retainer
Vertex Co.
Annual retainer
See the product
Know exactly where every opportunity stands
- See every enquiry and opportunity in one pipeline.
- Know who owns the next action on each deal.
- Identify overdue follow-ups before they go cold.
- Track proposals without asking the team.
How your agency runs on Knowbuild
One connected journey from enquiry to renewal
Capture leads, qualify them, win the account, and keep retainers renewing — all on one connected track.
Capture leads
Enquiries from the website, ads, calls and campaigns land in one pipeline from day one.
Assign & follow up
Every enquiry gets an owner and a clear next action — nobody is left waiting.
Create & track
Versioned proposals with services, pricing and terms — every revision tracked.
Win the account
Convert the deal and onboard the client with the next steps already set.
Track renewals
Renewal dates and reminders keep the retainer active without chasing.
Track collections
Invoices, payments and outstanding amounts visible on the same record.
Every step remains connected to the same customer record.
Never miss an expiry
Never discover a retainer expiry too late
- Every retainer, value and renewal date in one view.
- Automatic reminders before expiry becomes urgent.
- Renewal follow-ups assigned to the right owner.
- Forecast monthly recurring revenue with confidence.
Upcoming renewals
2 due in 14 daysAcme Digital
₹80K/mo
PixelKraft
₹1.2L/mo
Vertex Co.
₹90K/mo
Bloom Bar
₹60K/mo
Renewal reminder sent — Acme Digital
Follow-up assigned to Priya · due tomorrow
Everything you need
Everything your agency needs to stay on top of clients.
Lead & Opportunity Management
Capture enquiries, assign owners and know exactly what needs attention next.
Proposal Management
Create, revise and track proposals without losing context.
Retainer & Renewal Management
Know which client is due for renewal before the conversation becomes urgent.
Plus, everyday modules for your team
Follow-ups
No overdue action slips by again
Payments
Outstanding dues tracked in real time
Reports
Pipeline, revenue and renewals at a glance
Outstanding
₹4.2L
Collected this month
₹6.8L
Overdue
₹1.6L
INV-2026-0141
Acme Digital
INV-2026-0142
PixelKraft
INV-2026-0143
Vertex Co.
INV-2026-0144
Bloom Bar
Collections visible
Keep collections visible
- Payment history, outstanding invoices and collection status per client.
- Overdue balances flagged automatically for follow-up.
- No more separate sheets or digging through emails.
- Know exactly who to chase and what is still pending.
Real outcomes for growing agencies
Less chasing. More visibility. Stronger client relationships.
When every client record stays connected, your team stops hunting for information and starts closing more business.
Faster proposal follow-ups
Know what needs attention today.
Fewer missed renewals
See upcoming retainers before they expire.
Clearer pipeline visibility
Know what's progressing and what's stuck.
Better collections
Track outstanding payments without separate sheets.
Stronger client retention
Keep the complete client relationship visible.
Ready to take control?
From first enquiry to the next renewal — keep every client relationship under control.
See how Knowbuild can fit into your agency’s existing sales and client-management process.
Built around agency workflows
Fast onboarding
Local support
Your existing processes considered first
Frequently asked questions
Can Knowbuild manage recurring retainers?↓
Yes. Knowbuild tracks every client retainer — value, billing cycle, renewal date and status — with automated reminders before expiry, so recurring revenue never lapses unnoticed.
Can my sales and account-management teams use it together?↓
Yes. Sales and account-management work from the same customer record. Enquiries, proposals, renewals and follow-ups stay connected, so handoffs between teams are clean and nothing is lost.
Can I track proposals and revisions?↓
Yes. Every proposal keeps its version history, so you always know which revision a client approved and can re-quote or revise without losing context.
Can I assign follow-ups to different team members?↓
Yes. Follow-ups can be assigned to any team member with a due date and reminder, and dashboards show exactly who owns the next action on every opportunity.
Can I see overdue client payments?↓
Yes. Knowbuild shows payment history, outstanding balances and collection status per client in real time — overdue invoices surface for follow-up automatically.
Can Knowbuild replace spreadsheets used for lead tracking?↓
Yes. Leads from website forms, ads, calls and campaigns land directly in the pipeline with source, status and owner — no more duplicate or lost rows in separate sheets.
How long does implementation take?↓
Most digital marketing agencies are live in 2–4 weeks. We configure Knowbuild around how your agency already works — stages, users and processes — so onboarding is fast.
Can Knowbuild fit our existing agency workflow?↓
Yes. Knowbuild adapts to your existing process — pipeline stages, follow-up cadence, renewal reminders and reporting are configured to match how your agency operates today.
