Win retainers.
Not admin hours.
Pitches, briefs, and budget approvals all happen over email. Teamopipe turns thread-chaos into a pipeline the whole agency can see.
The whole pitch,
in one place.
Every email, task, and internal comment about a prospect lives on the deal. When the client replies after three weeks, context is right there.
- Shared pipelines across new biz and accounts
- @mentions pull creatives into context
- Win rate and drop-off per pipeline
- WhatsApp and LinkedIn linked to deals (Coming soon)
"Extension for managing outreach within Gmail. All works as expected. Helpful support from the developer Kris."
From brief to retainer
Keep pitches, retainers, and expansion opportunities visible.
Agency sales involves several people, several deliverables, and many informal conversations. A focused pipeline keeps the commercial thread intact.
Opportunity type
Retainer, project, pitch, renewal, upsell, partnership, or referral.
Client account
Link contacts to the organization so the team sees the wider relationship.
Pitch team
Record the owner and the delivery experts involved in the sale.
Budget and value
Track expected value, commercial model, and probability.
Decision schedule
Brief date, pitch date, feedback deadline, and expected start.
Scope notes
Keep the key need, proposed approach, and next action on the deal.
Agency workflows that run themselves.
Connect the tools you already use once, and the routine admin happens on its own.
| When this happens | Teamopipe does it for you |
|---|---|
| A brief arrives through your website form | Zapier creates the contact, organization and a deal in "New brief" from Typeform, Jotform or Google Forms. |
| A pitch meeting is booked in Calendly | Zapier adds the deal and a prep task for the owner. |
| A deal moves to Proposal | A no-code automation creates the follow-up task with a due date. |
| A retainer is won | Zapier posts to Slack and adds a row to your project sheet. |
| Monday account review | Ask ChatGPT or Claude through Teamopipe MCP which retainers renew in 60 days with no next step. |
| A quiet quarter | Send a personalized campaign and follow-up sequence to past clients from your own domain. |
Keep the commercial side clear
Use Teamopipe for pitches, retainers, renewals, and account growth, while your delivery tools continue to handle projects, resourcing, and creative work.
Campaigns and sequences, reporting, 10 automations and 10,000 active deals per workspace. Plans start at $19 on Starter, and only people who manage deals need a seat.
Common questions
Start your 14-day Teamopipe trial.
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