Two tiers · Standard and AI-powered

Run the agency, not the spreadsheet.

A CRM shaped around how an agency actually works — a lead becomes a proposal, a proposal becomes a project, a project becomes an invoice and then a retainer. One thread, start to finish, instead of four tools and a WhatsApp group.

Leads → invoices

Built for Indian agencies

We run on it ourselves

Dashboard — OctoberSample data
Open pipeline
0
+12%
Won this month
0
+4%
Proposals out
0
−2
Overdue
0
2 clients

Pipeline value

last 6 months
025L50LMayJunJulAugSepOct₹42.8L

Deals by stage

this month
New24Qual.17Prop.11Nego.6Won4

Activity

Live

    Why this exists

    Nothing is lost. It is just in four different places.

    Most agencies do not have a CRM problem, they have a joining problem. The information exists — it is simply never in the same place as the decision.

    01

    The lead lives in WhatsApp

    Someone enquired three weeks ago. Nobody can say who spoke to them last, or what was promised.

    02

    The proposal lives in Drive

    Version 4 final final. No record of what was quoted, to whom, or whether it was ever opened.

    03

    The project lives in someone's head

    Status comes from asking. Scope creep is noticed at the end, when it is already free work.

    04

    The money lives in a sheet

    Who has paid, who is overdue, what is due this month — recalculated by hand, every month.

    How it works

    One thread, enquiry to retainer.

    Each stage carries the last one with it. The quote remembers the brief, the invoice remembers the quote, and the retainer remembers all of it — nothing is typed twice.

    A new enquiry, captured with its source
    FBFurniture brandNew lead
    SourceWebsite form ·
    BriefCatalogue site, 60-odd SKUs, dealer login
    OwnerMayank

    Nothing has been typed into a second tool yet. Everything after this is carried from here.

    Built from the brief above
    FBFurniture brandProposal sent
    ScopeCatalogue site, 60 SKUs, dealer loginfrom the brief
    Value₹1.8L · 40 / 40 / 20
    Sent20 Oct · opened twice

    The scope line is the brief, not a retyped version of it.

    Opened from the accepted quote
    FBFurniture brandIn progress
    TasksDesign 4 · Build 7 · Content 3
    Scope lockCatalogue site, 60 SKUs, dealer loginfrom the quote
    Due28 Nov

    The approved scope sits next to the tasks, so extra work is visible the day it is asked for.

    Raised against the project
    FBFurniture brandSent
    AgainstMilestone 1 of 3from the project
    Amount₹72,000 · due 5 Nov
    ChaseReminder set, 2 days before

    No one re-enters the amount. It comes off the quote's payment split.

    The relationship, after the project
    FBFurniture brandActive
    Plan₹40,000 / month · SEO + content
    Started1 Dec · renews 1 Jun
    HistoryLead → quote → project → 3 invoicesall of it

    The whole thread is still attached, so the next conversation starts from what was agreed.

    Two tiers

    Start with the system. Add the AI when you want it chasing for you.

    Same CRM, same data, same screens. The AI tier adds a layer that reads what is in there and acts on it, rather than waiting to be asked.

    Tier 1

    Standard

    The full management system — sales, purchase and leads in one place, with the reporting on top.

    — Lead capture, assignment and pipeline stages

    — Clients, contacts and complete activity history

    — Quotations and proposals with version history

    — Projects, tasks, owners and deadlines

    — Invoices, payments and overdue tracking

    — Purchase and vendor records

    — Team, roles and permissions

    — Reports on pipeline, revenue and delivery

    For an agency that wants everything in one system and nothing left in a sheet.

    Tier 2 · includes everything in Standard

    AI-powered

    The same system, plus a layer that reads the pipeline and tells you where to spend your day.

    — Lead scoring from source, behaviour and history

    — Follow-ups drafted in your own tone, ready to approve

    — Deals going quiet surfaced before they go cold

    — Meeting notes turned into tasks and owners automatically

    — Proposals drafted from the brief and your past quotes

    — Plain-English answers about your own pipeline

    — Payment-risk flags on invoices before they go overdue

    — Daily brief: what needs you today, and why

    For an agency where the pipeline is bigger than the time available to work it.

    What's inside

    Nine modules. No add-on pricing.

    Everything an agency actually touches in a week. Modules marked AI get the extra layer on the second tier.

    Leads & pipeline

    Capture, assign, stage and forecast. Source attached to every lead.

    AI: scoring

    Clients & contacts

    One record per client with every call, mail and file against it.

    Proposals & quotes

    Built from the brief, versioned, sent and tracked to a decision.

    AI: drafting

    Projects & tasks

    Scope, owners, deadlines and status that nobody has to ask for.

    AI: from notes

    Invoices & payments

    Raised against the project, chased on schedule, reconciled in one view.

    AI: risk flags

    Purchase & vendors

    What you buy to deliver, against the job it belongs to.

    Retainers

    Recurring billing and renewal dates that run without reminding.

    Team & roles

    Who sees what, who owns what, and what each person shipped.

    Reports

    Pipeline, revenue, delivery and team load — without exporting anything.

    AI: ask in English

    The AI tier

    A brief comes in. The proposal is already drafted.

    On the AI tier the system reads the enquiry, picks the matching scope from work you have quoted before, and puts a draft in front of you. You edit and send — you do not start from a blank page.

    This morning

    Sample data
    92Furniture brandCatalogue site · ₹1.8LOpened quote twice
    78Clinic groupLocal SEO · ₹75KReplied in 20 min
    64Café chainSocial retainer · ₹40K/mQuiet for 9 days

    Drafted for you

    Sample data
    RKRahul KatariaDraft
    Send this now, or edit first?EditApprove & send

    Sample enquiry and draft, shown for illustration.

    Who it's for

    Built by an agency, for agencies that have outgrown the sheet.

    Agencies of 5 to 50

    Big enough that nobody can hold it all in their head, small enough that an enterprise CRM would be a waste.

    Founders still in every deal

    You are selling, quoting and reviewing delivery. The pipeline needs to tell you where to look instead of you hunting for it.

    Retainer-led businesses

    Recurring billing, renewal dates and scope creep are where the money leaks. All three sit in one module.

    Teams living in sheets

    Four tabs, three people editing, one version that is right. Migration is part of setup, not a separate project.

    Not for everyone

    If you are two people with six clients, a sheet is still cheaper and faster. We will tell you that on the call.

    We run on it too

    FameWeb's own leads, quotes, projects and invoices sit in this system. Every module exists because we needed it first.

    Questions

    The things people ask on the first call.

    Can we start on Standard and move to the AI tier later?

    Yes. It is the same system and the same data — the AI tier switches a layer on top of what you already have. Nothing is rebuilt and nothing is migrated a second time.

    What happens to the data sitting in our sheets?

    We import it during setup: clients, open leads, live projects and outstanding invoices. You keep the sheets as a read-only record for as long as you want them.

    Does the AI send anything on its own?

    No. It drafts and it flags. Every mail, quote and follow-up waits for someone on your team to approve it before it leaves.

    Can we control who sees what?

    Roles and permissions are built in. A designer sees their own projects and tasks; they do not see margins, invoices or the full pipeline unless you give them that.

    We already use another CRM. Is this worth switching?

    If your current tool holds leads but your quotes, projects and invoices live elsewhere, you are still stitching four systems together by hand. That gap is what this closes. If it is already one system that works, we will say so.

    How long does setup take?

    [Confirm before publishing: typical go-live timeline, e.g. two weeks for Standard, three for the AI tier.]

    Where does our data sit?

    [Confirm before publishing: hosting and data location — your own server or ours, and in which region.]

    What does it cost?

    [Confirm before publishing: pricing for both tiers, and whether it is per seat or a flat licence.]

    See it running on your own pipeline.

    Thirty minutes. We open the system with your stages, your services and a few of your real deals, and you decide whether it beats the sheet.

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    Fameweb . is an independent performance-marketing agency. Results referenced across this site reflect specific client engagements and are not a guarantee of future performance; media outcomes vary by budget, category, offer, and market conditions. Platform names and logos are trademarks of their respective owners and are used for identification only reference to them does not imply partnership, endorsement, or certification unless explicitly stated.

    Ready to outpace your category?

    Stay connected

    Join our newsletter for tips, updates, and project highlights only the good stuff.

    Follow us on:
    Social Icon
    Social Icon
    Brand Icon

    © 2026 Fameweb Technologies.

    Client Image
    Client Image

    Fameweb . is an independent performance-marketing agency. Results referenced across this site reflect specific client engagements and are not a guarantee of future performance; media outcomes vary by budget, category, offer, and market conditions. Platform names and logos are trademarks of their respective owners and are used for identification only reference to them does not imply partnership, endorsement, or certification unless explicitly stated.

    Ready to outpace your category?

    Stay connected

    Join our newsletter for tips, updates, and project highlights only the good stuff.

    Follow us on:
    Social Icon
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    Brand Icon

    © 2026 Fameweb Technologies.

    Client Image
    Client Image

    Fameweb . is an independent performance-marketing agency. Results referenced across this site reflect specific client engagements and are not a guarantee of future performance; media outcomes vary by budget, category, offer, and market conditions. Platform names and logos are trademarks of their respective owners and are used for identification only reference to them does not imply partnership, endorsement, or certification unless explicitly stated.