Inbound inquiry
Create a contact and opportunity, qualify the service and notify the right owner.
Separate sales inquiries from support requests before sending a sequence.
CRM for marketing and creative agencies: from lead to renewal
Ocliq fits agencies that want to centralize inquiries, structure discovery, follow up proposals and coordinate client onboarding. Tasks, communications and renewal reminders are configured around your service model.
Who it is for
Marketing agencies, creative studios and teams selling projects or recurring retainers.
The follow-up problems to solve
- Connect inquiries from websites, referrals and campaigns.
- Separate qualified leads from out-of-scope requests.
- Move proposals forward without more spreadsheets.
- Hand sales context to the account owner and prepare renewals.
An example pipeline to configure
These stages are a starting blueprint, not a claim about an existing customer deployment. Adapt them to your sales process.
- 1Inbound lead
- 2Qualification
- 3Discovery
- 4Proposal
- 5Negotiation
- 6Won
- 7Onboarding
- 8Active retainer
- 9Renewal
Useful fields
Automation recipes with stop conditions
Discovery booked
Confirm the meeting and send preparation details.
Cancel old reminders when the booking changes.
Proposal in negotiation
Schedule follow-ups and retain notes and next actions.
Stop follow-up after a reply or decision.
New client or approaching renewal
Create handover tasks and notify the account owner.
Sending data to a production tool depends on a validated connection.
These examples use documented CRM, task, calendar and communication capabilities. Messages require configured channels, permissions and agreed timing. They are not activated by viewing this page or downloading the template.
Download the pipeline and automation templateCheck the scope before choosing
This configuration covers sales, client relationships and handover. It does not presume a complete creative production, media buying, resource management or multi-client accounting tool.
What to test in your demo
- Assign inquiries to two owners based on service type.
- Test an unanswered proposal sequence and stop it after a reply.
- Check the tasks created when a prospect becomes a client.
Ask your AI assistant about this workflow
Connect ChatGPT or Claude to Ocliq and ask it to help with your daily work. Available actions depend on the access you grant.
« Summarize agency opportunities by stage and owner, then suggest records to review, citing available data. »
Priority is an assistant suggestion, not a measured success score.
« Prepare to move the selected opportunity to an existing stage. Verify identifiers, show the change and wait for my authorization. »
Verify pipeline and target stage; this action may trigger configured automations.
Pricing and onboarding
CAD 140/month with 2 users included. Additional user: CAD 70/month. One-time setup: CAD 600, with 3 training sessions and assisted migration from your current CRM.
Already using Follow Up Boss or another CRM? Ocliq handles your data migration as part of the setup fee. Our team helps retrieve exports, map fields and import your data into Ocliq.
We review all the data you want to bring over: contacts, lead sources, tags, custom fields, notes, tasks, opportunities and history. Transfer depends on the exports and access your current CRM provides; we confirm what will transfer and any limitations before migration.
- Map your sales process, data and tools.
- Configure fields, pipelines, permissions and connections in the agreed scope.
- Test with sample records, train your team and confirm support arrangements.
Communication usage, AI options, custom work and integrations are specified in your offer. A CRM configuration does not by itself replace specialist operational software.
One platform, different workflows
Ocliq is a CRM, sales automation and AI platform for service businesses. It centralizes leads, customers, pipelines, communications, appointments, marketing and follow-up. Fields, stages and automations are configured around how each industry sells and maintains client relationships. Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Explore the Ocliq platform · All industriesFrequently asked questions
Can I track multiple service offers?
Yes. Pipelines, fields and tags can distinguish services, client types and decision stages.
Can I automate client onboarding?
Yes. A won stage can trigger a checklist of tasks, notifications and appointments according to agreed rules.
Can I connect our production tool?
Available connections, APIs and webhooks can support defined exchanges with your tools. The exact software, data and permissions must be validated before promising an integration.
Is this a media buying tool?
This page describes the agency’s sales and relationship management. It does not present Ocliq as a replacement for an advertising buying platform.
Start with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
Plan a demo