You sell CRM and marketing systems to clients all day. Your own pipeline is a mess of DMs, email threads, and proposals that went cold because nobody followed up. We fix the cobbler's shoes.
You know exactly what a good CRM setup looks like. You sell it to clients. But your own new business pipeline is a Google Sheet, a folder of PDF proposals, and a Slack thread where deals go to die. The referral came in three weeks ago and nobody followed up because everyone assumed someone else was handling it.
Then there's the client management side. Retainers up for renewal, project deliverables getting missed, client communication scattered across email and project tools - all of it is ops debt that grows quietly until a client churns and you're scrambling to figure out why.
We build agency new business pipelines, retainer renewal automation, and client health tracking so your internal operations match the quality of work you deliver to clients.
Agency CRM is two-sided: your own new business pipeline and the CRM consulting you offer clients. We help with both.
Inbound lead routing, proposal stage tracking, automated follow-up sequences, and close probability reporting. Your own new business pipeline running the way you'd build it for a client.
Learn more →Automated renewal reminders, client satisfaction check-ins, and at-risk flags when engagement signals drop. Retain more clients with less manual account management.
Learn more →We partner with agencies to deliver CRM setup and optimization to their clients. White-label or as a named partner - we handle the CRM work while you focus on what you do best.
Learn more →No bloated proposals. No 90-day discovery phases. We move fast because we've done this before - including inside marketing agencies companies exactly like yours.
30 minutes. You tell us what's broken. We tell you exactly what we'd do about it and what it would cost. No pitch, no deck.
Zach gets in your system, audits everything, and builds exactly what your business needs. You approve the plan before anything is touched.
Your pipeline is visible. Your team knows what to do next. Leads stop falling through. Revenue is trackable. You stop guessing and start running the business.
New business pipeline, client retention, and delivery — all in one system.
"Pear completely changed our startup into an impressive operation in just a few months. They are experts on automation and improving operations. If you're reading this - don't consider anyone else. You found the best one."
"Pear built us a new business pipeline that actually tracks proposals and follows up automatically. Our inbound referral close rate went up noticeably."
Book a free assessment. We'll look at your current new business pipeline and tell you exactly where the revenue is leaking.
Book a Free CRM Assessment