handshake Agency CRM & Client Pipeline

From first enquiry to long-term retainer. Nothing falls through.

Signature CRM gives web agencies a shared system for managing clients at every stage — leads, active projects, proposals, retainer billing, and the outreach that fills the pipeline. One place. One team. No missed follow-ups.

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Built for how agencies actually work

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Lead Discovery

Find and add leads to your pipeline. Source new prospects manually or in bulk — build the list your outreach will work from.

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Website Scanner

Scan a lead's website for issues. The system generates a scored PDF audit report that gets attached to your outreach email automatically — giving your cold email a real reason to land.

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Pipeline

Visual pipeline with three stages: called, follow up, final follow up. Every lead's status is visible at a glance — no assumptions about where an account stands.

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Follow-Up Reminders

The system flags when a follow-up is due. You approve each send — nothing goes out automatically. You stay in control of every touchpoint, with the admin work removed.

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Bulk Outreach via Gmail

Send personalised emails in batches through your connected Gmail account. The PDF audit report is attached automatically. Emails come from you — not a bulk mail platform.

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Dashboard & Team Activity

A live overview of pipeline health and a team activity feed showing who has done what. Nothing falls through the gaps when everyone can see the full picture.

Built for agencies. Ready for your industry.

Signature CRM was designed around how web agencies find and close clients — scanning prospects, sending outreach via Gmail, and keeping follow-ups from slipping. The pipeline model and team activity feed work just as well for any service business that sells on relationships and needs to know exactly where their next client is coming from. If your industry has a specific workflow, we build to fit it.

Talk to us about your requirements

Common questions about Signature CRM

Built for web agencies from the ground up — pipeline stages, team roles, and outreach tools designed around how agencies sell and retain clients. Not a repurposed sales tool. The same model also works for any service business managing ongoing client relationships.

Admin (demo@webmeisters.co.uk / password) sees the full CRM — all clients, pipeline, outreach, reporting, and user management. Member (test@test.com / password) sees the account manager view: their own clients and tasks only. Worth logging in as both.

For a small agency of 2–8 people, less than a day. The system is built around how agencies already work, so the learning curve is low. Your team is getting a system to run the process they already have.

HubSpot and Pipedrive are general-purpose tools with a lot of setup overhead. Signature CRM is focused on the specific workflow web agencies use to find and close clients: scan a prospect's website, send a personalised outreach email with an audit attached, manage follow-ups through a three-stage pipeline, and see everything your team has done in one activity feed. No configuration required to get that workflow running.

You approve every send. The system flags when a follow-up is due and prepares the email — but nothing goes out until you confirm it. This keeps your outreach human and keeps you in control of every message that leaves under your name.

Enter a lead's URL and the scanner analyses the site for common issues — performance, SEO, accessibility, and technical errors. The results are turned into a scored PDF audit report. When you send your outreach email via Gmail, that PDF goes with it. It gives your cold email a concrete reason to exist.

Walk the pipeline right now. No call required.

Log in with the credentials below and explore a live agency CRM — leads in the pipeline, the website scanner, Gmail outreach with PDF audits, follow-up reminders, and the full team activity feed. Both accounts show different levels of access.

Demo Credentials

Admin demo@webmeisters.co.uk / password

Member test@test.com / password

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Ready to see it working?

Pick a product, log in with the demo credentials, and take it for a proper run. No forms, no sales call, no setup.

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