Indify’s CRM

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Core Databases

Don’t Edit

New Leads

Sales Database

Client Data

Sales Representatives

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Introduction

This CRM system is designed specifically for fast-growing digital marketing agencies that need a smarter, more scalable way to manage leads, clients, and ongoing campaigns. Built entirely in Notion, it replaces scattered Google Sheets, long email threads, and manual follow-up reminders with a centralized, automated, and highly visual workspace.

The system consolidates your sales pipeline, client database, campaign projects, and automations into one intuitive dashboard, giving your team complete visibility from the moment a lead enters the system to long after a client is onboarded. With auto-assigned leads, standardized onboarding workflows, pre-built campaign templates, and integrated follow-up reminders, the CRM drastically reduces admin time while increasing consistency across your operations.

This CRM is built with the unique needs of performance-driven agencies in mind: tracking lead sources, improving pipeline transparency, automating repetitive tasks, monitoring retainer clients, and ensuring no follow-up or deliverable falls through the cracks. The result is a streamlined client journey, faster onboarding, stronger follow-through, and a team that always knows what’s happening, when, and why.

Suppose your goal is to scale sustainably, boost conversions, and deliver a top-tier client experience at every touchpoint. In that case, this CRM gives you the structure, automation, and clarity to make it happen.

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