Your retainer client needs SEO. You did not know until they hired someone else.
You Close the Deal. Then You Lose the Upsell.
Client pipeline and upsell tracking for marketing agencies
Marketing agencies live in a gap between sales CRMs that stop at "closed won" and project tools that have no concept of a pipeline. Your best growth comes from existing clients (adding services, expanding retainers, renewing contracts. But without a system to track client relationships and spot expansion opportunities, upsells happen by accident or not at all. Booked55 gives agencies one place to manage the client pipeline, track relationships, and see where growth is hiding.
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Who is our ideal customer?
You are a marketing agencies that...
- You run a marketing agency where client retention and referrals drive revenue
- Your average retainer is $3,000 or more per month
- You're billing $250K to $1.2M but can't seem to break through
- You've tried HubSpot because your clients use it, but paying $800/mo for a CRM your 5-person team doesn't need is absurd
- You've hired account executives but they can't sell like you can
- You're in agency life where results and trust win retainers, not pitch decks
What you've already tried
- Spent on your own Facebook and Google ads. Got discovery calls. Couldn't close the retainer.
- Cold emailed founders. Posted thought leadership. All of it, crickets.
- Went to marketing conferences. Collected cards. Nobody signed a scope of work.
- Started doubting your positioning. Am I even targeting the right ICP?
- Offered a free audit. Cut your retainer rate. Still lost to the bigger agency.
- Tried every agency CRM out there. New client count stayed exactly the same.
The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
You want more retainer clients
You're delivering campaigns but new business has dried up. You need a system that helps you close, not just manage projects.
Your project tools weren't built for new business
Monday and Asana track deliverables. But nothing tracks the prospect pipeline that actually pays your team's salaries.
You're paying for tools you don't even use
CRM seats, proposal software, and automation tools your team never opens. Hundreds every month while you're pitching new clients.
You need simple, yet "powerful"
You don't need enterprise agency software. You need ten features that help you follow up after every pitch meeting.
You have zero new business budget
No ad spend for yourself. No BD team. Every new retainer comes from a relationship you have to nurture.
You don't want to hire a sales person
Adding sales headcount isn't the answer. You need more retainers from the referral network you already have.
Proposals slip through the cracks
Forgot to follow up on a proposal? Lost track of where a pitch stands? That's MRR walking out the door.
Why Marketing Agencies struggle with client relationships
Upsells happen by accident, not by design
Your retainer client mentioned needing SEO three months ago in a call. Nobody logged it. Now they hired a specialist because you never followed up with a proposal. Revenue you should have captured walked out the door.
New business and account growth live in different tools
Your CRM tracks prospects. Your project tool tracks delivery. Nobody tracks the space in between) which active clients are ready for more, which retainers are up for renewal, which accounts are at risk of churning.
Client relationships belong to account managers, not the agency
When your best AM leaves, they take the client context with them. Without a shared system, the relationship history lives in one person's inbox and the client feels the gap immediately.
A pipeline built for how marketing agencies actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
An AI-native relationship CRM: auto-enriched contacts, visual pipelines, and an assistant that works wherever you do, so you spend less time on data entry and more time with the people who drive your business.
Which clients need follow-up this week?
3 relationships are going quiet:
- Dana W. — proposal sent 12 days ago, no reply
- Hallmark Realty — renewal stage, last touch 3 weeks
- Marcus T. — referred you twice, no thank-you yet
Works in ChatGPT, Claude & Perplexity via MCP
Ask your CRM anything. It answers, then acts.
The built-in AI assistant queries your live data and takes action: follow-up lists, pipeline updates, bulk edits. With MCP support, you can work your CRM from ChatGPT, Claude, or Perplexity, no dashboard required.
Know where every relationship stands
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Every contact, enriched before you ask
Rich profiles with activity history, pipeline status, tags, referral tracking, and relationship goals. Enrichment fills in missing emails, phone numbers, LinkedIn, and roles automatically.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
Frequently Asked Questions
Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.
$129/month, one plan, everything included · 14-day free trial · Cancel anytime
Your CRM, in your pocket
Full-featured iOS & Android apps: contacts, activities, events, and organization switching on the go.