All Your Leads.
One Inbox.
Zero Chaos.
Meta Ads, TikTok, Gmail, WhatsApp — your leads flow in from everywhere. Finally bring them together, qualify them automatically, and close deals faster with AI that actually works.
Sound Familiar?
Leads scattered everywhere
Meta, TikTok, email, forms — no unified view. You're constantly switching tabs.
Hours wasted on busywork
Searching, updating, following up manually. Your best hours go to admin, not selling.
Best leads going cold
While you're stuck qualifying bad ones, the hot prospects pick a competitor.
No team visibility
Who's handling what? Which clients need follow-up? Nobody knows.
There's a better way.
One CRM That Actually Gets Marketing Agencies
Built by marketers who run ad campaigns daily. The most complete platform connecting lead acquisition, AI qualification, pipeline management, and client operations for agencies.
Every lead, one place
Meta, TikTok, Gmail, Forms — auto-import and unified inbox
AI that qualifies 24/7
WhatsApp bot asks your questions, scores leads automatically
Ask anything, do anything
Cosmos AI runs your CRM with natural language commands
Stop juggling 5 tabs. Start closing deals.
Every lead from Meta Ads, TikTok, Gmail, and Google Forms flows into one unified dashboard — built-in email import and native integrations.
- Real-time sync from all ad platforms
- Auto-tagging by source and campaign
- Lead history across all touchpoints
Qualify leads at 3AM. Convert them at 9AM.
Our Gemini-powered bot qualifies leads 24/7 using your custom questions. It scores responses and hands off to your team when they're ready.
- Custom qualification questions
- Automatic lead scoring
- Smooth handoff to human when ready
Hi! Thanks for your interest. What's your monthly ad spend?
Around €5,000/month
Great! Marking you as qualified. Our team will reach out within 2 hours.
Just ask. Cosmos handles the rest.
60+ operations, zero learning curve. Search leads, create tasks, update records, run reports — all with natural language.
- "Show me all Meta leads this week"
- "Create a follow-up task for John"
- "What deals closed last month?"
Show me all leads from Meta this week
Found 23 leads from Meta Ads this week:
From first touch to closed deal. Visually.
Drag-and-drop Kanban board with custom stages, bulk actions, and team assignment. See your entire pipeline at a glance.
- Custom stages for your workflow
- Bulk actions for efficiency
- Team assignment and handoffs
Convert leads to lifetime customers.
Track deal values, set billing reminders, and manage custom fields. Everything you need to nurture relationships post-sale.
- Deal tracking and value history
- Billing reminders and alerts
- Custom fields for your business
TechFlow Agency
Client since Jan 2024
Total Value
€24,500
Deals Closed
4
Everything You Need to Run Your Agency
Beyond leads and pipeline — CMG Workflow is a complete business operating system.
Time Tracking (Pontaj)
Full workforce management: clock in/out, work schedules, leave management, work modes (remote/office/hybrid), and export reports in PDF, CSV, or Excel.
Analytics & Insights
Track lead sources, conversion rates, campaign performance (Meta + TikTok tabs), team metrics, and revenue trends with customizable time ranges.
Real-Time Team Chat
Private and public channels, direct messages, @mentions with notifications, read receipts, and live presence indicators. Chat directly on leads and clients.
Team Hub & Departments
Department management, member profiles, custom roles with granular permissions (Owner/Admin/Member + custom), and performance dashboards per team.
COSMOS Alerts
AI-powered anomaly detection: get notified about lead volume drops, unusual conversion changes, team activity anomalies, and integration health issues.
Meeting Transcription
Upload recordings, get AI transcription with speaker diarization via voice profiles. Auto-extracted action items, decisions, and summaries. Link meetings to clients.
Referral & Partner Program
4-tier partner program with 10-40% recurring commissions. Share your referral link, track earnings, and unlock benefits like dedicated account management.
Trusted by Marketing Agencies
Clinica de Marketing shaped every feature decision. This is not a generic CRM adapted for agencies — it was designed by and for the marketing industry.
Clinica de Marketing
Romania
Performance marketing agency specializing in Meta Ads and TikTok lead generation.
“Finally, a CRM that understands how agencies actually work. We've connected our Meta and TikTok campaigns, and leads flow in automatically. No more manual exports.”
— Clinica de Marketing Team
5+
months of daily releases
4
ad platforms integrated natively
100%
agency-focused
Earn Up to 40% Recurring Commission
Join our Partner Program — refer businesses to CMG Workflow CRM and earn up to 40% recurring commission on every subscription. No CRM account needed. Just sign up, share your link, and start earning.
Become a PartnerSimple Pricing. No Surprises.
Start free. Scale when you're ready.
Starter
For Individuals
- 200 leads/month
- 2 team members
- Client management
- All integrations (Meta, TikTok, Gmail)
- Task management
- Team chat
- Offers & service catalog
- Kanban pipeline (customizable stages)
- CSV import/export
- Cosmos AI Assistant
- Email & WhatsApp support
- AI WhatsApp Bot (add-on)
Pro
For Teams
- Everything in Starter
- 800 leads/month
- 15 team members
- Analytics dashboard
- Priority support (email, WhatsApp & phone)
- Time tracking & attendance
- COSMOS Alerts (AI anomaly detection)
- Connected organizations (lead sharing)
- AI WhatsApp Bot (add-on)
Enterprise
Built for Scale
- Everything in Pro
- Unlimited leads
- Unlimited team members
- Advanced analytics
- Custom integrations
- SLA guarantee
- AI WhatsApp Bot included
Questions? We've Got Answers.
Under 10 minutes. Connect your ad accounts, import your leads, and you're done. No complex onboarding required.
Yes! CSV import for historical data, plus automatic real-time sync from your ad platforms going forward.
Enterprise-grade encryption, GDPR compliant, and EU data centers. Your data stays yours — export anytime.
Live chat and email support for all plans. Pro and Enterprise get priority response within 2 hours.
Absolutely! 14-day free trial with full access to all features. Add your card at signup — you won't be charged until the trial ends. Cancel anytime.
Your CRM copilot. Ask it to search, create, update, or analyze anything — in plain English. 60+ operations, zero learning curve.
Ready to Stop Losing Leads?
Join marketing agencies who manage everything in one place. 14-day free trial. Cancel anytime. Just results.