Move client opportunities through stages your team already understands.
Summitpactio
Summitpactio 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 Summitpactio does
Visual pipeline
Move client opportunities through stages your team already understands.
Follow-up cues
See who needs attention and what the last conversation covered.
Useful forecasting
Turn live activity into a practical view of expected project revenue.
The flow
How it works
A clear path from first step to measurable outcome.
Bring in your contacts
Import existing client opportunities without rebuilding everything by hand.
Shape your stages
Match the pipeline to how your team actually wins work.
Work from one view
Keep notes, tasks and next steps together every day.
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.
Ready when you are
Give every client opportunity a clear next step.
Reach out and tell us what you are working on.
See what we do›