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42suite

CRM for agencies

Customer context that keeps working after the deal is won.

42suite connects leads, companies, contacts, activities, and opportunities with proposals, orders, and projects. Sales context remains available throughout delivery.

15-minute workflow check

You share four details; we then review fit, migration scope, and the next useful step personally.

CRM with customers, contacts, and activities in 42suite

01

Understand opportunities

Leads, deals, activities, and pipelines show what happens next and who owns it.

02

Maintain customers once

Companies, contacts, notes, and documents are not split across disconnected tools.

03

Avoid handoff gaps

Won opportunities move into proposals, orders, and projects with their context intact.

Workflow

From first contact to a reliable order.

  1. 01Capture an inquiry as a lead
  2. 02Qualify the contact and opportunity
  3. 03Document activities and next steps
  4. 04Connect the proposal and order to the customer context

Good fit

When your CRM needs to be more than a contact list.

  • Several people work in sales and customer service
  • Sales data must continue into project delivery
  • Proposals and orders should remain visible per customer
  • Roles and access must match the team

Concrete workflow

Example: turning a website inquiry into an order

A web form creates a lead. Sales adds the company, contacts, and activities, qualifies the opportunity, and creates a proposal without rebuilding customer context for the next step.

Useful next steps

Continue through the real workflow.

These pages connect directly to the work described here.

Agency software for agencies → Workflows, roles, and commercial models for agencies. Proposals and orders → Calculate, approve, and hand services to delivery. Project management → Turn orders into planned tasks, deadlines, and budgets. Integrations → Connect sign-in, accounting, and notifications.

Frequently asked questions

Answers specific to this workspace.

What does CRM for agencies cover?

42suite connects leads, companies, contacts, activities, and opportunities with proposals, orders, and projects. Sales context remains available throughout delivery.

How does the workflow run in practice?

Capture an inquiry as a lead, Qualify the contact and opportunity, Document activities and next steps and Connect the proposal and order to the customer context.

Who is this workspace a good fit for?

Several people work in sales and customer service, Sales data must continue into project delivery, Proposals and orders should remain visible per customer and Roles and access must match the team.

Which boundary should buyers consider?

The CRM focuses on traceable B2B relationships and handoffs into proposals and delivery; anonymous mass marketing is not the core use case.

Personal workflow check

Compare your workflow with 42suite in 15 minutes.

We review your starting point, roles, and the next useful step without making claims beyond the published product scope.

15-minute workflow check