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🎯 DIGITAL AGENCIES

Run Your Agency Like a Well-Oiled Machine

CRM + Automation for Agencies That Want to Scale — Less Chasing Clients. More Closing Deals.

Digital agencies bleed time on things that don’t bill: chasing approvals, updating project sheets, manually reporting to clients, juggling communication channels. Amalfi builds agency-specific CRM and automation stacks that eliminate operational drag.

What We Build

  • Client Pipeline Management — Track leads from first inquiry to signed contract. Automate follow-ups, proposal reminders, and contract triggers with Salesforce or Zoho CRM.
  • Project-to-Invoice Automation — Connect CRM to project management (ClickUp, Asana, Zoho Projects) to billing — milestone completions automatically trigger invoices.
  • White-Label Client Dashboards — Give clients live, branded dashboards showing campaign KPIs, budget spend, and deliverable status — reducing status-update emails by 80%.
  • AI Lead Scoring — Automatically score inbound leads based on budget, industry, and services needed so your sales team focuses on the best opportunities.

Agency Resource Forecasting — AI-powered capacity planning that predicts project resource needs 4–6 weeks ahead, preventing burnout and missed deadlines

Our Unique Differentiator

We have built agency-specific Salesforce and Zoho templates pre-configured with service packages, project types, and client health scores — so you are operational in days, not months. No custom development required to get started

Key Tools: Zoho CRM | Zoho Projects | Salesforce | N8N | WhatsApp Client Communication | AI Reporting Agents API | N8N | AI Sentiment AnalysisWorkflow | WhatsApp Donor Outreach

Faster deal closure with agency CRM automation
28 %
Saved per week per account manager
0 hrs
Higher conversion with AI lead scoring
0 %
Learn More

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