CRM for agencies
A CRM for agencies running new business out of the inbox
Agencies live in email — pitches, scopes, feedback threads, renewals. New business is constant, but so is delivery, and the pipeline is usually the first thing that goes untended when a project heats up.
Connect Gmail or Outlook · read-only · no data entry
Today
3 things to move forward
Reply to Dana about the pricing question
Northwind · waiting 2 days
Acme went quiet after the demo — nudge them
Acme Corp · no reply in 9 days
Prep for your call with Maria at Vertex
Vertex · today, 3:00 PM
Built from your inbox · nothing logged by hand
Between pitching new clients and servicing current ones, “update the CRM” never makes the list. So leads stall, renewals sneak up, and warm referrals get forgotten in a busy inbox.
Calm reads the email and calendar your team already lives in and turns it into a pipeline that maintains itself, surfacing the follow-ups that win new business and protect existing accounts.
New business that doesn’t stall
Pitches and proposals get tracked automatically, and Calm flags the ones waiting on a reply.
Protect renewals and accounts
Calm notices when an active client relationship goes quiet, so renewals don’t surprise you.
Stays current during crunch
When delivery takes over, your pipeline keeps updating from real activity instead of going stale.
Each person, their own list
Everyone who connects an inbox gets their own ranked follow-ups, rolling into one shared pipeline.
How Calm works
- 1
Connect your inbox
Sign in with Google or Microsoft. Calm reads the last 90 days of email and calendar — read-only — to learn who you actually talk to. Nothing to import, no fields to fill in.
- 2
Your pipeline builds itself
Calm detects real sales conversations, groups them into accounts, contacts, and deals, and quietly ignores newsletters, receipts, and notifications. You review and confirm — you never start from a blank screen.
- 3
Open your day to a clear list
Each morning Calm hands you a ranked “Today” list: who to follow up with, which deals went quiet, what to prep for before a call. Every task says why it’s there and what to do next.
- 4
Act — Calm keeps up
Reply from your normal inbox. Calm sees the message go out, checks the task off, and moves the deal forward. There’s no separate place to log activity, because there’s nothing to log.
Common questions
Can Calm handle both new business and existing clients?+
Yes. Calm tracks prospects and active accounts the same way, and flags quiet relationships on both sides.
Do we need someone to administer it?+
No. There’s nothing to configure or maintain — Calm builds and updates itself from your team’s inboxes.
Will it surface upcoming renewals?+
Calm watches account activity and resurfaces relationships that have gone quiet, which is usually the earliest signal that a renewal needs attention.
How fast can the team start?+
Each person connects their inbox and sees a real pipeline within minutes — no import or implementation.
Keep exploring
Connect your inbox. We handle the rest.
No setup, no data entry. See your real pipeline in minutes.