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Solutions · Agencies
Marketing and creative agencies use EloSync to capture new inquiries, assign an owner, and turn follow-ups into tasks — without losing context across chat and spreadsheets.
Leads
Follow-ups at a glance
New briefs arrive by email, form, and messenger. Without a shared lead list and clear next steps, promising work sits unanswered while the team juggles delivery.
Create a lead for each inquiry, assign an account owner, and schedule the follow-up as a task. Your team sees what is open and who is responsible — then expand into projects, invoices, or CRM modules when you need them.
New inquiry
Create lead
Assign owner
Create follow-up task
Track progress
Start with free Leads and Tasks. Install more only when your workflow needs them.
Capture and qualify inbound agency inquiries.
Assign proposal and follow-up work with due dates.
Schedule discovery calls with calendar projection.
Plan delivery once the engagement is won (free Marketplace opt-in).
Bill clients from the same workspace when you are ready.
No. Most agencies start with Leads and Tasks, then install Meetings, Projects, or Billing when those workflows matter.
Yes — create leads manually, or use Meta Lead Ads and custom webhooks where configured.
Leads and Tasks are included free. Founding Beta workspaces are free during the beta period with no credit card required.