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CRM for agencies
Agencies often track prospects across email, spreadsheets, client-account notes, and operational systems. Questlane gives the team a live pipeline for retainers, project proposals, and renewals without forcing a full data migration first.
How does the workflow run?
Connect client and opportunity data
Map existing client accounts, proposal values, owners, and stages from Postgres, MongoDB, or a REST API.
Tie email threads to accounts
Use the shared inbox so proposal follow-up, retainer conversations, and stakeholder replies stay visible on the right deal.
Track proposal movement
Watch stage-to-stage conversion from intro call to proposal, negotiation, and signed retainer.
Segment questions
Can agencies track retainers in Questlane?
Yes. Agencies can model retainers as deal stages or values and keep renewal conversations attached to the client account.
Can account managers see sales emails?
Yes. Gmail and IMAP threads can appear in the shared inbox and tie back to the right client account or proposal.
Can Questlane use agency data already in a database?
Yes. Questlane connects to Postgres, MongoDB, or REST API sources so the team can work existing account and proposal data.