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QuoJob. The Agency Software.

CRM for agencies

The all-in-one CRM for agencies to smartly manage contacts, leads & quotes for advertising agencies and other project service providers of any size.

Boost your resource utilization with the CRM system Agency

With QuoJob CRM for agencies, you say goodbye to the data, communication, and planning process quagmire that comes from fragmenting your processes across different programs and applications.

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4500+ users from agencies trust QuoJob
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GDPR-compliant
OCR-Invoice recognition
Agile project management

Agencies that trust QuoJob

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The smart CRM software for agencies

With QuoJob CRM for agencies, your sales force can easily manage your leads, professionally lead deals to success and build long-term customer relationships in a structured way.

The sales inquiry processing module makes it easy for you to maintain productive relationships with individual customers and manage customer projects super efficiently through workflow automations, thanks to extremely time-saving and streamlined processes. This makes it easy for you to stay on top of your acquisition contacts and successfully close deals.

Optimal workflows with the CRM system Agency

Clear documentation and automatic processes make your work easier

With QuoJob CRM you record your prospects with their contact details and directly see the entire history of your contacts at a glance. So if you also send offers and order confirmations from QuoJob CRM for agencies with just a few clicks, you can see directly in the contact data when your contacts received which documents and from whom. This way you have every lead with a complete overview of all information, documents, notes and interactions centrally captured for tracking. The CRM for agencies provides you with optimal support in guiding prospects through the various phases of the sales pipeline—from initial contact to lead qualification to closing the deal. As well as deriving your next to-dos, planning them and always keeping them on screen so that no contact is neglected. Add more modules to your CRM for agencies to easily create a new job or create a quote. With smart workflows, CRM for Agencies then takes over and automates your paperwork to get your deals closed quickly. If the offer was accepted, the order confirmation is automatically created from the created offer, the status in the contact changes from interested party to customer and the job can be continued by the project management. With the Quojob CRM for agencies you keep the overview thanks to the history in the contacts!

QuoJob Agency Software CRM Customers
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CRM software with 360° all-round view thanks to data centralization

Benefit from full visibility into your business and convert orders into projects at the touch of a button.

Through the smart integration of business development and project management, project tasks are automatically created directly from the order confirmation—including all milestones, deadlines, the Kanban board, and project plan with a visual timeline. The project plan can be exported as a PDF with one click and made available to the customer. Because the job was created at the prospect stage, the project manager can later track the content from the sales process in the history and view the documents and notes captured during sales calls, which often contain valuable information. In this way, you optimize communication within your company to make perfect use of synergies and ensure the same level of knowledge in all teams. With smart CRM for agencies, you eliminate data chaos and make it easy for your team to stay on top of things by creating a central location for customer data that provides a true 360-degree view of all business processes and where all data is stored and accessible to all stakeholders.

Make good decisions quickly and easily with CRM for agencies

Automated KPI evaluations support you in making important conclusions for your business.

With just a few clicks, you can then analyze which campaigns, customers, or deal pipelines generate the most and least revenue, enabling you to draw important conclusions about customer loyalty and communication alignment in marketing. The integrated controlling function makes it very easy to determine which customers of the same type you should target more and how best to reach them. The sales forecast provides you with all the figures you need to know in order to plan ahead and ensure healthy growth for your agency. With QuoJob CRM for agencies, you can evaluate your KPIs at the touch of a button, enabling you to make data-driven decisions in a flash and drive your business development forward.

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Free tutorials

Learn how to optimize your agency management with QuoJob to make your business even more successful. Become a pro now!

Functions of QuoJob CRM for agencies

With the QuoJob CRM system agency you can efficiently manage customer contacts, projects and marketing measures and thus get the best out of your agency. With the CRM for agencies you simplify the daily work of your team and help your company to succeed.

user-friendliness

Our CRM for agencies is intuitively designed and easy to use. So you can start immediately without long training.

automation

Thanks to the automation of routine tasks in our CRM for advertising agencies, there is more time for what matters most—creative and strategic work.

Improved customer communication

With our CRM for agencies, you have all important customer information and project status at a glance at all times. This allows you to respond quickly and efficiently to customer inquiries and build personal customer relationships.

Optimization of marketing effectiveness

With CRM for agencies, you can analyze the success of your marketing efforts and adjust your strategy accordingly to achieve even better results.

Better collaboration

Our CRM for agencies facilitates information sharing and communication within your team, improving collaboration.

Analysis and reporting

With CRM for Agencies, you get comprehensive analytics and reporting capabilities to measure the success of your marketing efforts and make data-driven decisions.

Flexibility

The CRM for agencies can be customized to the needs of your agency and offers numerous modules and customization options.

Efficient project management

Keep track of all ongoing projects, deadlines, and resources, and make sure everything stays on schedule.

Regelmäßige kostenlose Websessions 🎓

Regular free web sessions 🎓

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24.02.2026 um 11:00 Uhr
24.02.2026 at 11:00 o'clock
Erfahren Sie alles rund um das CRM Modul in QuoJob

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Boost your resource utilization with the CRM system Agency

In addition to the functions of a CRM for agencies, QuoJob maps the entire spectrum of processes that arise at advertising & media agencies and other project service providers.

  • Efficient customer communication
  • Improved team collaboration
  • Optimized project management
  • Increased productivity
  • Better marketing effectiveness
  • Time saving
  • Customization
  • Seamless integration
  • Automated routine tasks
  • Comprehensive analysis functions

What our partners say about QuoJob ❤️

Quelle: omt.de First of all: we don't want to do without it anymore. A closer look: Quojob takes a little getting used to, and it needs to be adapted and tailored. Adjustments are limited to the flexible option of mapping workflows and processes ourselves. The number of functions and options is more extensive than expected. The team behind Quojob is friendly, helpful and committed. In the meantime, we have been able to optimize many recurring processes and enable a very smooth workflow. All of this is extremely relevant to the agency. Overall, Quojob has enabled us to save a considerable amount of time and resources. As a team, Quojob allows us to focus on the essentials and we can only give it full marks.

Torben T. Accounting polta.co Kreativagentur GmbH

Quelle: omr.de Quojob as a complete solution. Project management, transparency in the individual jobs, master data management for customers and suppliers, accounting for incoming invoices / outgoing invoices, controlling, My Time and My Day as time recording modules. Constant updates and innovations in close cooperation with and for the customer. I use QuoJob in all modules. Transparent evaluations for our customers. All data at a glance. Tailored to our requirements.

Petra Accounting & Controlling Typodrom / Tylers Agency

Source: Google Reviews Comprehensive agency software that also maps complex workflows and requirements and has replaced many stand-alone solutions for us, as it simply offers all the required functions, reporting, etc. in one. This saves us a lot of manual effort and licensing costs. Top - we are very satisfied!

Astrid S. Management Webcellent GmbH

Source: Google Reviews QuoJob is a comprehensive agency solution that “leaves no eye dry”: In addition to obvious features such as accounting, contact management, time recording, job organization and appointment management, we also like to use the sophisticated CRM and project management functions. The complete HR management with working time and vacation administration also runs via Quo. The fact that all agency processes can be mapped in Quo and all information levels are linked to each other means that we always have a representative picture of our entire business operations in real time. This makes us capable of acting at all times. We are real “Quo fans”. 😀

Jens P. LOOKone

Quelle: omr.com From quotation preparation to invoicing, everything from one tool. The software also adapts to changes, such as the XRechnung obligation. All in all, I am very satisfied, the quotes and invoices can be customized according to my wishes, as far as e-invoicing allows. I can record hours, write invoices and quotes, manage contacts and their contact details, keep track of correspondence with customers and manage documents. I like the uncomplicated booking of hours and the customized CI and layout of the quotes/invoices. The app allows you to book hours quickly and call up contacts on the go.

Tobias Webdesign Rebs

Quelle: omt.de QuoJob is an agency software developed specifically for the needs of advertising agencies, design studios and similar creative businesses. It offers a wide range of features aimed at optimizing workflow, improving communication and increasing financial transparency. Key benefits include integrated features for project management, time and resource tracking, invoicing and accounting. This allows agencies to save time and money, increase customer satisfaction and promote team collaboration.

Jochen W. GF WORRINGEN / HÖKE Kommunikation GmbH & Co. KG

Quelle: omt.de An excellent accounting software for agencies. The support is very good and customer friendly. QuoJob is and has been helpful in structuring everything.

Carolin J. Account Managerin Cash Cow Farmers Werbeagentur GmbH

Quelle: omt.de All the threads and processes come together in this centerpiece. There are many options when setting up the system, which you have to deal with in detail to find the settings for your individual workflow. After that, you can be sure that all the data is in good hands and in the right place, so that you can get an up-to-date evaluation at any time.

Janine K. Executive ALEKS UND SHANTU GmbH

Quelle: omt.de The software offers everything you need to successfully manage a team and invoice the work performed. The intuitive user interface, which never becomes confusing even with many projects, helps with this. Time tracking is a real added value that you won't want to do without.

Stefan S. Geschäftsführer PSV NEO GmbH

Quelle: omt.de Comprehensive tool. Great price-performance ratio and perfect support.

Sandra F. Leitung NS-Dokumentationsstelle der Stadt KR

Quelle: omt.de Free job structure for individual internal, project-related planning. Very good project planning module with a very good Gantt detailed planning area. Excellent, especially due to comprehensive detailed planning and task system (linking of subsequent tasks).

Nikolaos T. Produktionsleiter

Quelle: omt.de Everything precisely tailored to agency requirements. Approvals can be granted by department or unit. This means that each employee only works with the tools they need for their day-to-day work. Best concept on the market.

Frederik F. Senior Sales Manager microPLAN

Quelle: omr.com For me, it is an extremely user-friendly system that offers a wide range of options - and on top of that (very important in my opinion): super good support (at all times). Easy to use, even I can get into the financial accounting. Time management is very helpful and offers many possibilities (evaluations, lists). Also perfect for project management. All in all, you can achieve a much more efficient workflow.

Antje Senior Production Manager / Projektmanagement

Source: Google Reviews We love the software. Took a lot of work off our hands and since then we have everything structured in one place. Whenever we have problems, the support is always there to help. Können wir nur empfehlen (:

peoplegrapher GmbH

Source: Google Reviews As a large PR and communications agency, we have been working with Quojob for ten years and we are very satisfied. The software is subject to regular updates in order to stay up to date. In addition, the contact persons are very competent and friendly. We can only recommend.

Dirk B.

Source: Google Reviews With the new QuoJob version, we have received a new interface. Very modern and very easy to use. It's just amazing what the software can do! You always find more features and always have a way to expand it! The customer service is 1A! Every call does not end up in nirvana but is immediately answered by a knowledgeable service employee. The support during the introductory phase and the support afterwards can only be rated with 5 stars. I am looking forward to further cooperation and the other modules we have ordered. Many thanks and thumbs up.

Marvin R.

Source: Google Reviews Our trusted agency software for many years! Anyone looking for a reliable all-in-one solution that optimizes workflow and saves time is in good hands here.

Manuel S.

Source: Google Reviews We have been using Quojob for 15 years. In the last 2 to 3 years in particular, the software has undergone great further development. In addition, the support is professional and responsive, always friendly and helpful. Just like the team of consultants, competent and with super friendly support. In short: we are really satisfied as an advertising and event agency.

Annette P.

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Frequently asked questions about CRM

What is a CRM for agencies?

A CRM for agencies (Customer Relationship Management) is a software solution that helps you manage your customer relationships, streamline workflows and improve communication within your agency. With seamless integration, maximum flexibility and centralized client management, QuoJob offers a powerful solution for agencies of all sizes. In doing so, QuoJob ensures the security of customer data and supports you in increasing customer satisfaction and the efficiency of your marketing and sales activities. Learn about some of the key features of CRM for agencies:

  • Seamless integration: QuoJob convinces as a CRM marketing agency and other companies with project business through seamless integration into existing internal processes. So you can easily monitor all business activities smartly networked at the touch of a button with intelligent dashboards and control them with drag and drop, without having to use additional tools. This saves time and nerves!
  • Efficient process optimization: QuoJob is the CRM for advertising agencies and other project service providers to optimize workflows. With a clear user interface and smart features, you can structure, connect, automate and improve your processes in no time. This leaves more time for what's important - your customers!
  • Maximum flexibility: QuoJob's CRM system for agencies is designed to adapt perfectly to the needs of your agency. Whether you run a small or large agency, the system grows with you and allows customization to meet your needs.
  • Central customer management: With QuoJob as your advertising agency's CRM, you always have all important customer data at your fingertips. Thanks to the central customer management and individually customizable dashboards with a clear graphical display of all KPIs that are important to you, you can always easily keep track of all current projects, quotes and invoices and thus provide even better support to your customer.
  • Security and data protection: We attach great importance to the security of customer data in our CRM system Agency. With solid security measures and data protection regulations, QuoJob agency software from Germany ensures that your customer data is protected as securely as your online banking and that you meet legal requirements such as the DSGVO.

See for yourself - try QuoJob free of charge and without obligation and experience how it revolutionizes the efficiency of your agency through smart features.

What makes a good CRM for agencies and other project service providers?

Agencies are under high competitive pressure. The increasing number of client demands and their focus on ROI rather than creativity puts pressure on agencies to constantly work more efficiently and to keep focusing on their clients in order not to lose them to the competition and to keep winning new business. Customer loyalty is enormously important for agencies. However, as a recent survey by Forrester shows, this is suffering at an ever-increasing rate: 57 percent of those responsible in companies admitted that customer loyalty had declined because their CRM system agency was not sufficiently integrated and accessible. This can be remedied—with QuoJob's CRM for agencies. A modern CRM for advertising agencies and other project service providers ensures that you can keep up with the rapidly changing market and a competition that is constantly reinventing itself. The QuoJob CRM for agencies supports you in managing your customer relationships optimally. To that end, CRM for Ad Agencies and Other Projek Service Providers gives you a straightforward, intuitive, and seamless experience across your entire agency processes, such as customer service, deal analysis, and reporting to optimize your structure and alignment. The smart CRM for agencies gives you the full all-round view to easily identify potential and automate your processes at the push of a button. When choosing your CRM for advertising agencies, make sure it has all the features you need to map and optimize your internal agency processes. Even if you don't need all the functions yet, it's better to make sure from the start that your CRM for advertising agencies can grow well with you by providing appropriate modules as needed and by constantly developing it further. Your CRM for advertising agencies should be as clear and well-structured as possible, easy to use, and make it easy for your employees to quickly find their way around the tool. Efficient and smartly integrated processes not only simplify your productivity, but also make your daily work fun and reveal open potential. Strong integration interfaces are just as important in order to be able to integrate further tools if required.

How do I train my team to use a CRM system for agencies?

QuoJob's personal premium support offers you comprehensive support for your agency. Your satisfaction and your success are our priority. QuoJob is designed to be clear and user-friendly, so you can get started in a flash without much training. In order to quickly introduce you and your team to the new CRM system Agency, especially during the implementation phase, various resources are available to you:

  • Individual training: We train you and your team in the introduction of CRM for agencies using practical exercises tailored to the specific needs of your agency and advise you with recommendations for best practices in using the CRM system for agencies. This allows your agency to make the most of the CRM system and continuously improve your business processes. Depending on what you prefer, we are available either online or directly at your location to answer all your questions.
  • Online tutorials: On our website you will find tutorials for the individual functions, many of them also as video tutorials, with which you can systematically delve deeper into all functions or quickly look up something.
  • Personal premium support: QuoJob's personal premium support offers comprehensive assistance for agencies using the Agency CRM system. The focus is on customer satisfaction and success. Here are some benefits and services of QuoJob's premium personal support.
  • Direct contact: As a Premium Support customer, your consultant will continue to provide you with advice and support after the introduction of your new CRM for agencies. After all, he knows your QuoJob CRM for agencies inside out! QuoJob's personal premium support also guarantees fast response times to inquiries and problems. You can trust that your request will be handled promptly and efficiently.

Overall, QuoJob's personalized premium support provides extensive guidance and assistance to best tailor the Agency CRM system to your agency's needs and help you optimize your customer relationships and business processes.

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    4500+ users from agencies trust QuoJob