AGENCIES

CRM That Connects Sales and Client Delivery

Turn closed deals into projects instantly. Keep your sales and delivery teams fully aligned — no more switching between CRM and project tools.

From Deal Won to Project Started — Instantly

The moment you close a deal in SalesKey, turn it into a project with one click. Your delivery team gets everything they need — client details, scope, and deadlines — without any manual handoff. No more re-entering data. No more lost context between sales and delivery.

Manage Every Client Relationship in One Place

Track proposals, conversations, follow-ups, and deal stages for all your clients from a single dashboard. With full contact history and activity timelines, your team always knows where each client relationship stands.

Built-In Project and Time Tracking

Manage client projects, track tasks, and record billable hours — all within the same platform where you manage your pipeline. No need to pay for separate project management tools. SalesKey has it built in.

Multi-Client Visibility Without the Chaos

Handle multiple clients and projects simultaneously without losing track. Filter by client, project, team member, or status — and get a clear view of everything happening across your agency. Stay on top of deadlines and keep every client happy.

Why Agencies Choose SalesKey

Purpose-built features that make a real difference.

CRM + Project Management in One

No need to switch between a CRM and a project tool. SalesKey handles both — from deal to delivery, in a single platform.

Built-In Time Tracking

Track billable hours, generate summaries, and manage timesheets for every client and project without a separate tool.

Seamless Sales-to-Delivery Handoff

Turn a won deal into a project with one click. Your delivery team gets all the context they need automatically.

FAQ

Frequently Asked Questions

Common questions from agencies considering SalesKey.

Yes. SalesKey includes built-in project management so you can manage client work and track tasks directly within your CRM — without switching to a separate tool.

Yes. SalesKey has built-in time tracking with support for billable hours, timesheets, and project-level time summaries. No additional tool needed.

When you mark a deal as won in SalesKey, you can instantly create a project from it. All client information and deal context is automatically transferred — no manual re-entry required.

Yes. SalesKey is designed for agencies managing multiple clients. Filter by client, project, or team member and get a clear view of all work across your agency.

Absolutely. SalesKey is used by agencies of all sizes — from solo consultants to 50-person agencies. You can start small and grow without changing tools.