ClearSite Systems built Pipeline Pro, a CRM for marketing agencies and small sales teams. It manages leads and clients, builds and tracks proposals, handles invoices and payment reminders, keeps a calendar of follow-ups, and shows the pipeline in real time. It also includes a Website Audit tool that pulls PageSpeed Insights, on-page SEO checks, Search Console data, and AI recommendations, so a rep can show a prospect what is wrong with their site during the call.
Why build a CRM instead of buying one?
Because the big CRMs are built for everyone, and agencies end up paying for features they never touch while missing the ones they need.
An agency sale runs from first contact to proposal to signed deal to invoice. General CRMs handle the first part well and hand the rest off to other tools. That handoff is where follow-ups get missed and invoices go out late.
We run an agency. We built the tool we wanted to use, then made it available to other agencies.
The best sales tool is the one that shows a prospect their own problem in the first five minutes.
What did ClearSite Systems build?
Everything from first contact to cash collected, in one dashboard.
Leads, clients, and pipeline
Contact management and a visual pipeline with real-time stage counts, so a rep always knows what is closing and what is stuck.
Proposals
Professional proposals built and tracked inside the CRM, so there is no copy and paste between tools and no guessing whether the prospect opened it.
Invoices and reminders
Invoicing and payment tracking with automated reminders, so getting paid is part of the pipeline instead of a separate chore.
Website Audit for sales calls
A built-in audit that runs PageSpeed Insights, checks on-page SEO, reads Google Search Console, and writes AI recommendations. Reps use it live to turn a vague pitch into a specific list of fixes.
What Changed After ClearSite Systems Launched Pipeline Pro?
| Area | Before | After |
|---|---|---|
| Lead tracking | Spreadsheet | Pipeline with stages |
| Proposals | Separate proposal tool | Built in and tracked |
| Invoicing | Separate invoicing tool | Built in with reminders |
| Follow-ups | Memory and inbox | Calendar and workflow automation |
| Sales proof | Screenshots | Live website audit |
Pipeline Pro runs ClearSite Systems' own sales process. It is offered to other agencies at $24 per month after a 14 day free trial.
See it live at plpro.app.
Is a custom CRM worth it for a small agency?
Usually not, if you are building it only for yourself. Most small agencies are better off with an existing tool and good habits.
It made sense for us because the audit tool is part of how we sell, and because we could offer the same system to other agencies. If neither of those is true for you, spend the money on sales instead.
Build software when the workflow is your advantage. Buy it when it is not.
Questions people ask about this
What should a CRM for a marketing agency include?
Lead and client management, a visual pipeline, proposals, invoicing with payment reminders, and a calendar for follow-ups. The key is that they live in one system so a deal never has to be copied between tools.
How can a website audit help close sales?
It turns a general pitch into specific findings about the prospect's own site: load speed, missing SEO basics, and search visibility. A prospect who sees their own problem on screen is easier to close than one hearing a generic pitch.
How much does Pipeline Pro cost?
Pipeline Pro is $24 per month after a 14 day free trial, with no credit card required to start.
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