Agency Velocity

Win More Campaigns

Stop managing pitches in Slack. Track every creative lead and campaign contract in one place.

Agency Sales Optimization

Creativity is messy; your sales pipeline shouldn't be.

The Problem

Pitch Burnout

Teams pitching for everything without knowing the win probability.

AI-weighted probability based on historical agency-client fit.

The Problem

Brief Loss

Losing the client's original brief details during the creative handover.

Integrated 'Brief Vault' linked directly to the opportunity record.

The Problem

Media-Margin Drift

Losing track of margins on complex multi-channel media buys.

Gross vs. Net margin calculator built into the deal amount field.

Creative Agency Tools

1

Pitch Pipeline

Stages for RFI, Chemistry Meeting, Full Pitch, and Award.

2

Client Health

Track client NPS and interaction frequency to prevent accounts going stale.

3

Portfolio Link

Attach relevant past work directly to new pitches for quick reference.

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CRM for Advertising & Creative Agencies | Dash Velo | Dash Velo CRM