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For marketing agencies

More Clients for Your Agency. Less Manual Prospecting.

Use AI-powered lead discovery and personalized outreach to identify potential clients, research decision-makers, and build a consistent agency sales pipeline.

Grow My Agency PipelineExplore CRM Integrations

Free plan with 5 verified leads a week · No credit card · Native CRM connections on paid plans

  • Digital & performance agencies
  • SEO & content agencies
  • Creative studios
  • GoHighLevel agencies
Outreach sequence builder with steps, delays, merge fields and an option to write each step with AI
Actual CRMCoPilot product screen.

The problem

The agency new-business problem

Feast or famine pipelines

New business gets attention only when a retainer ends, so revenue swings.

Founders carry sales

The people best at strategy spend evenings building prospect lists.

Personalization takes hours

A good agency pitch references the prospect's marketing, and that research doesn't scale by hand.

Leads are scattered

Prospects sit in spreadsheets, inboxes and a half-used CRM.

How it works

From ideal customer to first reply in six steps

  1. Define your ideal customer

    Describe who you sell to in plain English, then refine with filters and the products or services you offer.

    In marketing agenciesDefine your niche: industries, company size, geography and the services you sell.

  2. Let AI discover matching prospects

    Search a licensed company and contact database, the public web and Google Maps. Fit scoring ranks results against what you sell.

    In marketing agenciesSearch finds matching companies and ranks them against your services.

  3. Identify decision-makers

    Filter by job title, seniority and people new in their role. Decision-maker search is on paid plans.

    In marketing agenciesFind CMOs, marketing directors, founders and owners.

  4. Review and enrich

    Emails are checked for deliverability before use. Unlock a work email for 1 credit, only when one is found.

    In marketing agenciesUnlock verified emails before anything reaches your CRM.

  5. Connect to your CRM

    Native connections to GoHighLevel, Zoho CRM, Pipedrive, HubSpot and Salesforce, with duplicate checks by email and company domain.

    In marketing agenciesSend leads to GoHighLevel, HubSpot, Pipedrive, Zoho CRM or Salesforce.

  6. Launch personalized outreach

    AI drafts research-backed emails and video scripts. Sequences send from your Gmail and stop when a prospect replies.

    In marketing agenciesRun AI-researched email and personal video outreach that stops on reply.

AI agents for marketing agencies

Four agent workflows to set up for your team

These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.

Available nowa shipped feature does thisBuild it todayset up from search, scoring and AutopilotPartly availablesee the note on the card

Build it today

Agency Client Finder

You want more clients like your best ones.

Runs a saved search for companies in your niche and delivers new matches on a schedule. On paid plans, the Won-deal Lookalikes agent finds prospects that resemble customers you've won.

Example input
Multi-location home services companies, $5M–$50M revenue, in Texas
Expected output
Matching companies with verified decision-makers

Built with: Saved search + Autopilot; Won-deal Lookalikes (paid plans)

Build an agent for this workflow →
Build it today

Marketing Decision-Maker Finder

In smaller companies the buyer is the founder; in larger ones it's marketing leadership.

Targets marketing and executive titles at each account.

Example input
CMO, VP Marketing, Head of Growth, Founder, Owner
Expected output
Named decision-makers with verified work emails

Built with: Title filters + decision-maker search (paid plans)

Build an agent for this workflow →
Available now

Prospect Research Agent

Generic pitches lose to agencies that did their homework.

Researches each prospect and drafts an email and video script that cite their sources.

Example input
A prospect + the service you want to pitch
Expected output
A research-backed draft you can edit and send

Built with: AI research and pitch (paid plans)

Start using this today →
Available now

Agency Outreach Agent

Follow-up falls through the cracks when client work gets busy.

Runs multi-step sequences from your Gmail, including personal video with view tracking, and stops when a prospect replies.

Example input
A list of prospects + your sequence
Expected output
Opens, replies and video views on the outreach dashboard

Built with: Sequences + personal video (paid plans)

Start using this today →

Run lead generation for your clients too

If you're a GoHighLevel agency, you can also connect several client locations to one account and choose the destination for every search or Autopilot agent.

  • Several GoHighLevel locationsAvailable on Gold and above.
  • A profile and schedule per clientEach saved search and Autopilot agent has its own filters, daily volume and destination.
  • Not available yetClient logins and per-client reporting. See the GoHighLevel agency page for details.

Integrations

Works with the CRM and inbox you already use

GoHighLevelNative · several locations on Gold+Zoho CRMNative · plus CRM Focus on Gold+PipedriveNative connectionHubSpotNative connectionSalesforceNative connection
GmailSend sequences and track replies
Meet AlfredLinkedIn campaigns via your own account
CSV & webhooksImport, export and custom workflows

Sending leads to a CRM, sequences and LinkedIn campaigns need a paid plan. See all integrations.

Example

Filling the pipeline for a niche SEO agency

Illustrative scenario, not a customer story

A six-person agency that does SEO for law firms wants 10 new conversations a month.

  1. Searches for personal injury and family law firms with 10–75 employees in three states.
  2. Ranks results against its services and finds managing partners and marketing directors.
  3. Uses AI research to draft emails that reference each firm's practice areas and website.
  4. Records a short personal video for the top 30 firms.
  5. Sends leads to HubSpot and tracks opens, replies and video views on the dashboard.

Prospecting runs every week, even during busy client months, without the founder building lists by hand.

Ways to work with us

Do it yourself, or have our team help

Self-service

Free plan, then from $99/month

  • You configure searches, agents and Autopilot
  • AI finds, ranks and verifies leads
  • You run outreach from your own Gmail and CRM
Compare plans

Managed

Your own account, from $1,500/month

  • Everything in Platinum
  • Our team builds and tunes custom agents for your targets
  • Named account manager and help with your outreach
Talk to us about Managed

Done For You

No login needed, from $750/month

  • Our team runs outreach for you
  • Targeting set up for your market
  • Scope and reporting set by your service agreement
See Done For You

Results vary by market and offer.

Marketing Agencies questions

Can I manage prospecting for several clients?

GoHighLevel agencies can connect several client locations (Gold and above) and send each search or Autopilot agent to the right one. Client logins and per-client reports are not available yet.

Does CRMCoPilot replace my agency's CRM?

No. It finds, verifies and delivers leads to the CRM you already use, and runs outreach sequences from your Gmail.

Can I send personal videos?

Yes. Paid plans include personal video in email with view tracking, plus AI-written video scripts.

Do I need an existing CRM?

No. You can search, review and run outreach inside CRMCoPilot. To send leads to a CRM, connect GoHighLevel, Zoho CRM, Pipedrive, HubSpot or Salesforce through a native connection; this requires a paid plan. Paid plans can also export a CSV.

How are the AI agents on this page set up?

They are workflows you configure, not pre-built templates. Most combine a saved search, fit scoring against your products or services, and an Autopilot agent that delivers leads on a schedule. Signal agents such as Hiring Signal are included in paid plans, and Gold and Platinum can build custom agents from your website with Agent Studio.

Do I need technical skills?

No. You describe who you're looking for in plain English, refine with filters, and connect your CRM from Settings with a sign-in. If you'd rather have help, Managed plans include a team that builds and tunes agents with you.

How does pricing work?

There's a free plan with 5 verified leads a week and no credit card. Paid plans start at $99 a month and add more credits, AI and Autopilot agents, CRM delivery and outreach. Managed plans start at $1,500 a month. See pricing for details.

Give your team a prospecting process that keeps running

Start on the free plan with 5 verified leads a week, or talk to us about your market first.

Start freeBook a demo

Other industries:

Consulting & Professional ServicesManaged IT ServicesStaffing & RecruitingAll industries
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