Help center · For agencies

The agency CRM

Your pipeline, contacts, and follow-ups, filled by the product.

The three tabs

Overview shows your pipeline value, what needs a follow-up, and where your leads come from. Pipeline is your deal list, filterable by stage. Contacts is every person and company the CRM holds.

How leads arrive

Widget runs and Alex calls on your agency line become deals on their own. You can also paste a list to import, or add a lead by hand with just a name and a phone number.

Working a deal

Deals move through stages you control, from New Lead to Proposal Sent. Every new lead gets a call task immediately, and each deal always carries one next step so nothing goes quiet without you seeing it. When you win, one click sets them up as a managed client.

Your data stays yours

The whole CRM exports to a spreadsheet in one click, free, no gate.

Keep reading

The white-label rank widget
Your branded rank checker, on your site, feeding your pipeline.
How billing works across your clients
Your flat per-location price, and two ways to bill your clients.
What your clients see
Branded reports under your name, with Nebula nowhere in sight.
Still stuck?

Ask us directly from the contact link in the footer, or see the whole product in motion first.

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