IB Agence CRM
IB Agence sells showcase websites to tradespeople and freelancers. This CRM carries the whole chain: prospects come in from a qualified prospecting pipeline, sales reps work them from a visual pipe, and the client's website is generated from the brief filled in during the call. The client then uploads their photos and copy through a simple link, with no account to create.
Visit site →Business value
One place from first call to delivery, no forgotten follow-up, a website produced from the brief instead of starting from a blank page
Who it's for
Sales reps and management at IB Agence
Who it helps
Sales reps who tracked prospects in spreadsheets and lost track of follow-ups, and clients left waiting without knowing where their site stood
Input
Prospects from qualified prospecting, briefs filled in during the call, content uploaded by the client
Output
Sales pipeline tracked end to end, showcase website generated and delivered, follow-ups and meetings scheduled
How it works
Qualified prospecting
Prospects flow automatically into the CRM
tradespeople and freelancers with no website
Sales call
The rep works their list from a visual pipe
- ·Client brief filled in during the call
- ·Follow-ups and meetings scheduled
Website generation
The showcase website is produced from the brief
- ·Copy and visuals matched to the trade
- ·Visual identity picked by trade family
Client upload
The client adds their own content
- ·Public link, no account to create
- ·Photos and copy uploaded in one go
Site delivered and tracked
The client has their site, the agency keeps the history
- ·Change requests logged
- ·Invoicing and payment tracked
Stack