The Easiest CRM for Agencies: Launch Your Sales System in Minutes with ClosingDealz

Are you running an agency on spreadsheets, scattered notes, and a dozen tools? It’s time to simplify and scale fast.

ClosingDealz is more than a CRM, it’s your agency’s control center. Here’s how to set it up in minutes and launch a powerful, organized sales machine.

Why This Matters

• You’ll stop juggling tools, tasks, and tabs
• You’ll gain visibility into every deal and lead
• You’ll build a repeatable, scalable system
• You’ll focus on closing clients. not admin headaches

Step 1: Create Your Free Workspace

• Sign up at app.closingdealz.io/auth/register
• Add your name, agency, email, and password, or sign in with Google
• You’ll land in your new workspace: a centralized hub for leads, deals, and activity

Step 2: Build Your Perfect Dashboard

Tailor it to your needs:

• My Close Rate – See your win percentage
• Team Leaderboard – Track your team’s performance
• Upcoming Activities – Never miss follow-ups
• Pipeline Charts – Pull insights across key metrics

Mix and match widgets to create your ideal command center.

Step 3: Import and Organize Leads

• Navigate to Leads
• Upload a CSV or Excel sheet
• Map fields with smart suggestions
• Clean duplicates and tag leads based on interest or source

Your leads are now structured and ready for action.

Step 4: Design Your Sales Pipeline

Head to Settings → Pipeline and configure:

1. New Deal
2. Qualified
3. Proposal
4. Negotiation
5. Closed

Use Kanban for easy drag-and-drop or List view for in-depth organization. Every deal links back to the lead, contact, and tasks.

Step 5: Connect Calendar & Meetings

Under Settings → Integrations, connect:

• Google Calendar – Auto-syncs events into tasks and activities
• Google Meet – Adds video links to your bookings
• Calendly – Generates leads and deals from scheduled meetings (even on the free plan!)

Everything is unified – no more scattered scheduling.

Step 6: Add Lead Capture Forms

Go to Lead Gen Forms:

• Create branded forms with your logo and colors
• Customize fields and embed them on your site
• Each submission creates a tagged lead in your CRM

Leads land in the right flow – no manual entry needed.

Step 7: Monitor Your Progress

Open the Analytics tab to track:

• Pipeline performance and deal stages
• Conversion rates and time-to-close
• Form engagement and attribution
• Team activity and leaderboard stats
• Revenue lost vs. revenue won

Real-time insights help you steer your agency with clarity.

Step 8: Activate Automation

Built-in automation means less grunt work:

• Activities Calendar – Track all follow-ups
• Email Warm-Up (coming soon) – Boost email deliverability
• Automated Sequences (coming soon) – Scale outreach
• Lead Database Tools (coming soon) – Enrich and qualify leads with AI

Set it once and let the system run itself.

Bonus: Integrate via API

Developers can push leads, deals, and contacts directly using our API. Grab your key in Settings → Developer, no dev team needed.

Welcome to Your Sales Machine

In under an hour (seriously), you’ll have a system that:

• Centralizes all leads, deals, and activity
• Tracks deal progress and conversion metrics
• Automates follow-ups and organization
• Gives you a single source of truth for growing your agency

ClosingDealz turns chaos into clarity – perfect for agencies ready to scale without the complexity.

Get started now and transform your agency today.