The client-enquiry CRM for agencies and service firms
Turn website and referral enquiries into proposals, and proposals into retainers — with every follow-up on autopilot.
Pick “Agency / Services” during signup and ASH shapes the CRM to your business — vocabulary, starter knowledge base, and follow-up style.
Built around your client enquiries
The same AI-first ASH platform, shaped to how your industry actually sells.
Proposal pipeline
Track enquiries from first call through proposal, negotiation, and win.
Instant WhatsApp responses
The AI answers service and pricing questions from your approved service packages.
Meeting scheduling
Discovery calls and reviews booked with automatic reminders.
Win-rate reporting
Know your close rate by service line and lead source.
How ASH works for agency / services
Capture enquiries everywhere
Website, referral, LinkedIn, and Instagram enquiries flow into one pipeline, scored so hot prospects surface first.
Respond & pitch on WhatsApp
The AI answers service and pricing questions instantly, books the discovery call, and keeps context beside every chat.
Win and retain
Track each deal through proposal and negotiation, with automated follow-ups and win-rate reports by service line.
Frequently asked questions
What is the best CRM for agencies and service businesses?
An agency CRM should capture client enquiries from every channel, respond instantly on WhatsApp, manage proposals through a clear pipeline, and report win rates by service line. ASH does this with AI and WhatsApp built in.
Can ASH manage proposals and follow-ups?
Yes. ASH tracks each enquiry from first call through proposal, negotiation, and win, and auto-generates follow-up tasks so no proposal goes cold.
Does it answer client questions automatically?
Yes. The AI answers service and pricing questions on WhatsApp from your approved service packages, 24/7, so prospects get instant replies.
Can I see my close rate by service line?
Yes. ASH reports win rates by service line and lead source so you know exactly which services and channels convert best.
How much does the agency CRM cost?
ASH offers a free trial with paid plans from Rs. 5,999/month, AI and WhatsApp automation included.
Related reading
Running an institute or academy? See the dedicated Education CRM. Explore all industry solutions.
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