IndustriesINDUSTRIES
Agency & Services
Professional services CRM for retainers, delivery, and client renewals.
Agency and services firms use NinjaPipe to run client pipelines, project tasks, billing milestones, and inbox in one system. Consultants, creative shops, and BPO teams get shared visibility from pitch to renewal.
Familiar tools
Tools agency and services firms actually juggle
Agency and services firms juggle retainers, time trackers, file shares, and personal inboxes. NinjaPipe aligns clients, engagements, and messages for cleaner renewals.
Services revenue tied to real delivery status.
Bill faster when stages match work completed. Partners see utilization signals without exporting five spreadsheets.
Clients
Accounts with stakeholders and contract metadata
Store buyers, legal contacts, and project sponsors in one place. New account managers inherit history instantly.
Engagements
Pipelines for SOW, delivery, and expansion
Move deals from proposal to signed to active delivery. Expansion opportunities surface when health scores and tasks stay current.
Delivery
Tasks and checklists across workstreams
Break scopes into owned tasks with due dates. Nothing slips between practice groups when work is visible on boards.
Cash
Invoices linked to engagement milestones
Send invoices when gates complete. Finance reconciles faster when line items map to pipeline cards.
It can become a monster CRM, they're building it the right way. I want all my businesses in one place someday, intuitive and simple, and the app keeps a pulse on the business. Solid.
Business Owner, CMO, Marketing Strategist