For marketing & creative agencies
The CRM for agencies — from pitch to billed retainer.
Win the pitch, get the SOW signed, and let every retainer bill and collect on its own — a seat for your team, a workspace for every account you run.
Your week, mapped
One account, seven moves, no handoffs.
Winning the work is only the start — the paperwork after it is where agencies lose the afternoon. QuoteHQ carries every account from the first inquiry to the retainer, one line at a time.
- 01Lead
An inquiry becomes a pitch worth building.
A prospect asks what the engagement would look like. Note it as a lead, and the next step — the proposal — is one click away, not a fresh deck from scratch.
- 02Quote
Build the proposal from scope and fees.
Draft the SOW from line items — phases, deliverables, fees — then send a branded proposal the client reads and signs on a phone. AI gets the first draft on the page; you edit every line so it lands in your studio's voice.
- 03Signed
The client signs the SOW online.
An ESIGN-compliant signature lands in the browser. You get a sealed, timestamped PDF, and the scope everyone agreed to is on the record before the kickoff call.
- 04Scheduled
The signed account lands on your project board.
A won pitch opens the client's workspace with its first tasks already on it — nothing copied over by hand from the proposal to a separate tracker.
- 05Invoiced
Bill the deposit, then set the retainer.
The deposit invoice fires the moment the SOW is signed. Put the monthly retainer on a recurring schedule and it mints and sends itself every cycle after.
- 06Paid
Autopay collects the retainer on schedule.
Put a card on file with the client's consent and autopay clears the retainer the day it's due — a whole book of standing accounts collects while you're on the next pitch.
- 07Booked
Every retainer posts to QuickBooks, categorized.
The invoice and the payment post the moment money moves, and the card-price difference lands categorized right alongside them. There is nothing to re-key at month-end across a full roster of clients.
The question every agency asks first
Will this replace our project tool?
No. QuoteHQ isn’t a creative work tracker — it runs the money and paperwork side of an account: the pitch, the signature, the deposit, and the retainer that bills itself. It sits alongside whatever your team already uses to plan and deliver the actual work, and hands that tool a client and a signed scope to start from.
Questions agencies ask.
How does QuoteHQ price its plans for an agency?
Three per-seat plans, billed monthly: Core at $29, Pro at $79, and Agency at $149 per user, per month. Every plan starts with a 14-day free trial and no card is required to begin. Add a seat per account manager, strategist, or designer who sends proposals — there's no separate charge to accept payments.
Does it sync our retainers and invoices to QuickBooks?
Yes. QuoteHQ pushes to QuickBooks Online for US businesses: every retainer invoice, the payments against it, and any card-price difference post automatically and land categorized, so a full book of accounts posts without data entry. Already keep books there? The import wizard brings your existing clients and items over in dependency order.
Is an e-signed statement of work legally binding?
It's built to the U.S. ESIGN Act. When a client signs the SOW, QuoteHQ captures their consent, name, IP address, browser, and a timestamp, then seals the document to a tamper-evident PDF fingerprinted with a SHA-256 hash and keeps it in a retained archive — the record you want if scope is ever questioned.
What happens to the card difference on a retainer?
Your clients cover it, not you. Every invoice lists a card price — computed automatically — and a bank-transfer price. A client who pays by card covers the difference inside the card price; a bank transfer (ACH), the usual choice for a larger monthly retainer, carries no card difference at all. Either way you net the retainer amount you set.
Do we keep ownership of our client data?
Yes. For the client records you enter, QuoteHQ acts as your processor — we never sell personal information and never use your data to train general-purpose AI models. Every signed SOW is retained and downloadable as a sealed PDF, so your agency's records stay yours.
Keep reading
Solo advisory or managed IT? QuoteHQ for consultants and for IT services.
Pitch it, sign it, put it on retainer.
Start the trial, send your next proposal, and turn the win into standing monthly revenue.