Solutions · Agencies

A CRM for agencies that keeps leads and client work together

Agencies lose work in the gap between "a lead came in" and "someone is doing the next thing". EloSync is a CRM for agencies that puts both in one workspace: the lead, the person who owns it, and the tasks that move it forward.

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app.elosync.com — Leads

Leads

Follow-ups at a glance

New lead

Acme Studio inquirySaraNewCall today

Northwind website RFPJamesQualifiedSend brief

Bright Co. redesignAminaContactedProposal

Sample interface for illustration — not live customer data.

Built for marketing agencies

Leads from your Facebook lead forms (Meta Lead Ads) or your website (through a webhook) land in EloSync once you've set them up, or you add them by hand. Each lead gets an owner, and leads from your website webhook can be shared out round-robin across the team. Every lead shows its follow-ups and an activity timeline, so anyone on the team can see where it stands.

For creative and digital agencies

Turn each next step into a task with an owner and a due date. Tasks have comments and Kanban boards, so a brief, a revision or a call-back doesn't live in someone's head. Add the Projects module when a lead becomes client work, and Meetings to link calls to Zoom or Google Meet.

A free CRM for marketing agencies to start with

Leads, Tasks and ToDos are included free in every workspace, and modules like Contacts, Companies, Calendar, Meetings, Projects and Help Desk are free to install from the Marketplace when you need them. Optional paid add-ons (Branded, Automation, WhatsApp Cloud and AI Assistant) are listed on the pricing page.

Your team, your permissions

Invite your team and set roles and permissions, so account managers, designers and sales each see what they need.

FAQs

Is EloSync a good CRM for a small marketing agency?: It's built for teams that need leads and follow-up tasks in one place. Leads, Tasks and ToDos are free, and you add modules like Projects or Meetings as you need them.
Can leads from Facebook lead forms go straight into EloSync?: Yes, once Meta Lead Ads is connected. Website leads can come in through a webhook, and you can add leads by hand.
Is EloSync free?: Leads, Tasks and ToDos are free in every workspace, and many Marketplace modules are free to install. Some add-ons are paid; see the pricing page. During the invite-only beta, workspaces are free with no credit card.
Does EloSync create tasks automatically for new leads?: No. You create follow-up tasks yourself. The paid Automation add-on can create tasks for you.

EloSync is in an invite-only beta, free while the beta runs, with no credit card. Apply for the beta.

Apply for the beta

Built for marketing agencies

A free CRM for marketing agencies to start with

FAQs

Is EloSync a good CRM for a small marketing agency?

It's built for teams that need leads and follow-up tasks in one place. Leads, Tasks and ToDos are free, and you add modules like Projects or Meetings as you need them.

Can leads from Facebook lead forms go straight into EloSync?

Yes, once Meta Lead Ads is connected. Website leads can come in through a webhook, and you can add leads by hand.

Is EloSync free?

Leads, Tasks and ToDos are free in every workspace, and many Marketplace modules are free to install. Some add-ons are paid; see the pricing page. During the invite-only beta, workspaces are free with no credit card.

Does EloSync create tasks automatically for new leads?

No. You create follow-up tasks yourself. The paid Automation add-on can create tasks for you.