Industry preset · Sales and support
CRM for B2B services
Agencies, consultancies, and studios sell a proposal, deliver for months, and hope the renewal is remembered. Stretto remembers.
Setup mode is chosen for you. Change it any time in settings.B2B services pipeline board
Pipeline stages, preloaded
- 01Lead
- 02Discovery call
- 03Proposal
- 04Negotiation
- 05Won
- 06Onboarding
Objects switched on
- Contacts
- Companies
- Leads
- Deals
- Tickets
- Tasks
- Retainers (custom)
Anything not listed is hidden from the sidebar, not deleted. Turn it on in settings.
Properties added
- Service line
- Retainer value
- Renewal date
- Account lead
On top of the standard contact, company, deal and ticket properties.
How teams in B2B services use it
01
Renewals 60 days out
An active list of retainers renewing in the next 60 days enrolls the account lead in a check-in sequence with a task to schedule the review.
02
Client requests as tickets
Every quick favor from a client becomes a ticket against the company. The account lead sees them next to the retainer value.
03
One proposal template
Send the proposal from the record with variables filled in. Opens and replies land on the timeline.