You Win Pitches and Retainers.
Tracking Them Shouldn't Be a Mess.
NCR agencies and IT firms juggle new pitches, ongoing retainers, and upsells across many clients at once. Leads from referrals, LinkedIn, and inbound get lost, and retainers quietly lapse. ViveLead puts every pitch, proposal, and renewal in one pipeline, so a Gurgaon or Noida team grows accounts instead of letting them drift.
Why NCR Agencies and IT Firms Lose Revenue They Earned
You deliver great work. But pitches and retainers run on scattered notes and good intentions.
New Business Lives With a Few People
In most NCR agencies, the founder or a couple of account leads handle all pitching. There is no shared pipeline, so when everyone is heads-down on client delivery, new pitches and warm referrals go cold.
Retainers Lapse Without Warning
A three-month retainer ends and nobody flagged the renewal conversation in time. The client drifts to a competitor. Without tracking renewal dates, recurring revenue leaks quietly across your NCR accounts.
HR Is a Monthly Fire Drill
An NCR agency of 15 to 50 people across creative, accounts, and tech is too big for spreadsheets but not ready for a full HR team. Attendance, leaves, and payroll eat days every month.
One Platform for NCR Pitches, Retainers, and Teams
Every pitch tracked. Every retainer renewed on time. Every team managed from one place.
Every Lead and Client in One Place
Referrals, LinkedIn, website inquiries, and pitch invitations go into ViveLead with the source tagged. The warm referral from a happy Gurgaon client does not get buried in someone's inbox.
Track Retainers and Renewal Dates
Log each retainer with its term and renewal date, and get reminded before it lapses. The recurring revenue that NCR agencies live on stops leaking because someone forgot the end date.
Proposals and Scopes on Every Deal
Attach pitch decks, proposals, and scopes to the deal. When a client expands the engagement or renews, the prior scope and pricing are right there, so upsells move quickly.
Automated Follow-up Reminders
Sent a pitch and heard nothing? ViveLead reminds you to follow up on day 3, 7, and 14, so pitches and proposals do not stall while your team is busy delivering.
Account and Team Visibility
See which account leads are winning pitches and renewing retainers, with activity and conversion tracking, so growth is not riding on one or two people.
Ask Your CRM with ViveSmart AI
From ChatGPT, Claude, Grok, or Perplexity, ask which retainers are up for renewal this month or which pitches are still open. It reads your live data and can update a deal from the same chat.
Add HRMS for Your Agency Team. +Rs 99/user.
An NCR agency or IT firm runs creative, account, and tech staff together. When managing them gets heavy, add HRMS to your CRM.
NCR agencies usually run a CRM for sales and a separate tool like GreytHR or Keka for attendance and payroll, at Rs 40 to Rs 230 per employee. With ViveLead, add the HRMS module for just Rs 99 per user, and run sales and team payroll from one login. No second vendor, no data sync.
Get Started in 3 Steps
No heavy implementation. Import, build pipelines, and start tracking pitches and retainers.
Import Your Clients and Contacts
Upload client and prospect data from spreadsheets or your old CRM. ViveLead's team migrates it for free, including active retainers.
Build Pitch and Retainer Pipelines
Set a new-business pipeline with stages like Lead, Pitch, Proposal, Negotiation, Won, and track retainers with renewal dates. Assign account owners.
Add HRMS When Ready
Bring your team onto the HRMS module, configure payroll, and track attendance. It runs alongside your CRM in the same dashboard.
Built for How NCR Agencies Actually Sell
Frequently Asked Questions
Common questions from Delhi NCR agencies and IT companies
Yes. You log each retainer with its term and renewal date, and ViveLead reminds you before it ends so the renewal conversation happens on time. For NCR agencies that live on recurring revenue, this stops the quiet leak of retainers drifting to a competitor because nobody flagged the end date.
Yes. Every lead, pitch, and client sits in one place with the source tagged, and you can run separate pipelines for new business and active retainers. An NCR team juggling dozens of accounts gets a clear view of what is being pitched, delivered, and due for renewal.
Yes, it is built for this size. You get proper pipeline and retainer tracking plus team visibility without enterprise complexity, and the optional HRMS add-on at Rs 99 per user handles attendance and payroll for creative, account, and tech staff in one login, ending the monthly spreadsheet fire drill.
HubSpot's paid plans start around Rs 4,000 per month for basics, and Zoho needs Zoho People separately for HRMS. ViveLead gives you CRM, and an optional HRMS add-on, in one platform from Rs 299 per user. For an NCR agency, the combined sales-and-HR single login is a real saving.
Yes. The HRMS add-on includes payroll with PF, ESIC, and TDS compliance, salary components, payslips, and statutory deductions, so an NCR agency stays compliant across its creative and tech staff without a dedicated HR team.
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