CRM software for agencies

Korziva keeps every client opportunity moving

Focused CRM software for creative and digital agencies to capture client opportunities, organise follow-ups and know exactly what happens next.

What it does

What Korziva does

1

Visual pipeline

Move client opportunities through stages your team already understands.

2

Follow-up cues

See who needs attention and what the last conversation covered.

3

Useful forecasting

Turn live activity into a practical view of expected project revenue.

The shift

Move from friction to momentum

Why pipelines get messy

  • ×Client opportunities are scattered across inboxes and spreadsheets
  • ×Follow-ups depend on someone remembering
  • ×The team cannot see what is likely to close

One clear pipeline

  • +Every relationship and next step in one place
  • +Timely prompts keep momentum from fading
  • +A live view of progress without manual reporting

The flow

How it works

A clear path from first step to measurable outcome.

1

Bring in your contacts

Import existing client opportunities without rebuilding everything by hand.

2

Shape your stages

Match the pipeline to how your team actually wins work.

3

Work from one view

Keep notes, tasks and next steps together every day.

Common questions

Questions, answered

Can we use our own pipeline stages?+

Yes. Stages and fields can follow the process your team already uses.

Can we bring existing data?+

Yes. Existing contacts and opportunities can be imported into the workspace.