Media CRM

CRM for Media Buying Planning

Sell more space, chase fewer invoices.

A brand wants a media plan and costs by Friday, two pitches are waiting on proposals, and an annual media account is up for review. CIPHER CRM keeps every enquiry, proposal and account on one screen, made for how an Indian media buying and planning agency really wins work.

CIPHER CRM is a purpose-built CRM for media buying and planning agencies, part of its Media edition from CIPHER Craft Pvt. Ltd. (Rajkot, est. 2018). It captures brand enquiries, builds media proposals and quotes, tracks the deal pipeline, and follows up on annual accounts, on one screen. Used by 192+ businesses across India, rated 4.8/5, with GST billing and a mobile app in every plan, and live in 1-3 days.

★★★★★ 4.8/5192+ Indian businessesTrusted since 2018India-firstMobile-app ready
★★★★★
“Every media buying & planning agencies enquiry now lands in one place. We stopped losing leads to slow follow-up.”
Media Buying & Planning Agencies owner, Mumbai
Mumbai
Sound familiar?

Running your business on spreadsheets and WhatsApp?

A brand asks for a media plan and the proposal with costs takes too long to build.

Annual media accounts creep up on review and get prepared at the last minute.

Warm pitches stall between the plan presentation and the sign-off.

New-business enquiries are not logged in one shared place across the team.

When an account lead leaves, the brand relationship and history go with them.

The difference

From the old way to the CIPHER way

Media Buying & Planning Agencies enquiries scattered across notebooks, calls and WhatsApp

Every media buying & planning agencies enquiry captured in one inbox and auto-assigned to an owner

Nobody is sure who was meant to manage client leads and campaign enquiries

A named owner and a due date on every media buying & planning agencies follow-up

Quotes rebuilt by hand and sent hours late

Branded, GST-ready quotes from saved rate cards in minutes

No single view of how you track proposals and follow-ups

Live pipeline, payments and balance-due on one dashboard

Media Buying & Planning Agencies history walks out of the door when staff leave

Every deal, quote and note kept on the customer record

Definition

What is a Media Buying & Planning Agencies CRM?

A media buying agency CRM is one place to win and keep accounts: it captures enquiries from brands, builds media plans and proposals, moves each deal through negotiation, and tracks annual account reviews and renewals, instead of plans and costs scattered across spreadsheets.

Who it's for

Media buying and planning agencies across India buying and planning campaigns across print, digital, outdoor and broadcast for brands, from a regional agency to a firm managing large annual accounts.

Core capabilities

Lead capture from calls, web forms and walk-ins; a sales pipeline that fits how you work; automated follow-ups and reminders; quotations and INR and GST-ready invoicing; payment tracking; a mobile app; and live owner dashboards.

CIPHER CRM has a purpose-built CRM for Media Buying & Planning Agencies (part of its Media edition); trusted by 192+ Indian businesses, rated 4.8/5, GST billing + follow-up reminders + a field app included in every plan.

Why a CRM

Why teams like yours need a CRM

Never lose a media buying & planning agencies enquiry

Every enquiry from calls, web forms and walk-ins lands in one inbox, gets an owner, and gets followed up.

Follow up on time, every time

Automated reminders keep every media buying & planning agencies lead warm until they decide.

Quote and collect faster

Send branded, GST-ready quotes in minutes and chase balance payments automatically.

Finally track proposals and follow-ups

One dashboard shows exactly where every deal stands and what each person is working on today.

Keep media buying & planning agencies customers for life

The full customer history stays with the business, not with whoever leaves.

Features

Everything your team needs

Media Buying & Planning Agencies CRM features and capabilities

Lead capture

Collect enquiries from calls, web forms and walk-ins automatically.

Sales pipeline

Move every deal through clear, visible stages.

Follow-up reminders

Never miss a follow-up, renewal, or callback.

Quotations

Build and send branded quotes from saved rate cards.

WhatsApp Business (next phase)

Log every conversation against the record today; WhatsApp messaging joins in the next release.

Payment tracking

Record payments and chase balance dues automatically.

Mobile app

Run the full CRM from the Android app in the field.

Reports & dashboards

See leads, revenue, and team performance live.

Customer database

Keep every customer and contact in one searchable place.

Automations

Automate repetitive follow-ups and status updates.

Role-based access

Control what each user and branch can see and do.

Integrations

SMS, email and website forms feed one inbox.

Media Buying & Planning Agencies CRM key facts

192+

businesses on CIPHER CRM

CIPHER Craft, 2026

4.8/5

average rating

192 reviews

1-3 days

average go-live

CIPHER onboarding

31

industries served

ciphercrm.co
In practice

A day in your business with CIPHER CRM

A media plan request

Trigger: A brand asks for a cross-channel media plan and costs.

CIPHER CRM: The enquiry is captured with scope and a proposal is built from saved templates.

Outcome: A complete plan reaches the brand while it is still comparing agencies.

An annual account review

Trigger: A retained media account is due for its yearly review.

CIPHER CRM: The CRM flags it early, with the account scope and value on record.

Outcome: The account is renewed after a well-prepared review, not a rushed one.

A quiet brand

Trigger: A brand goes silent after the plan presentation.

CIPHER CRM: A follow-up reminder prompts a timely call.

Outcome: The pitch stays alive rather than drifting to a rival agency.

Questions, answered

Common questions

How does a CRM help Media Buying & Planning Agencies teams manage leads?

A CRM captures every media buying & planning agencies enquiry from calls, web forms and walk-ins into one inbox, assigns it to a named owner, and reminds them to follow up, so nothing is missed and owners can track proposals and follow-ups in real time.

Every media buying & planning agencies lead is tagged by source, so you know which channels actually bring you business.

Which CRM is best for Media Buying & Planning Agencies in India?

For most Media Buying & Planning Agencies businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced with no per-user fees, and live in 1-3 days. Compare options against your own workflow before deciding.

OptionNotes
CIPHER CRMIndia-first, mobile-first, flat pricing, live in 1-3 days.

Does a CRM help Media Buying & Planning Agencies teams follow up faster?

Yes. Automated reminders mean every media buying & planning agencies enquiry is followed up on time, not when someone remembers. Teams respond noticeably faster and far fewer enquiries go cold while waiting on a callback.

Set the follow-up sequence for media buying & planning agencies leads once, and the CRM runs it for every new enquiry.

How do Media Buying & Planning Agencies teams track quotations and payments?

Your team builds branded, GST-ready quotations from saved media buying & planning agencies rate cards, sends them by email or SMS, and tracks each one until it is accepted, then records payments and chases outstanding balances automatically.

  • Quote in minutes, not hours
  • See which media buying & planning agencies quotes were viewed and won
  • Record payments against each customer
  • Automatic reminders for balance dues

Can Media Buying & Planning Agencies teams use WhatsApp inside the CRM?

WhatsApp Business messaging is on the next-phase roadmap. Today media buying & planning agencies teams log every customer conversation against the record, put an owner and a date on the next follow-up, and send SMS and email from the CRM.

Nothing about a media buying & planning agencies customer lives in a personal phone; the whole story sits on their record, ready for the day WhatsApp messaging goes live.

How much does a Media Buying & Planning Agencies CRM cost in India?

CIPHER CRM uses flat pricing with no per-user fees, so a media buying & planning agencies team can add every user for one predictable cost. What you pay depends on your team size and the modules you enable, so call +91 97122 00017 for a quote and a free demo.

Two plans, Flexi and Growth. Both include unlimited staff and unlimited clients.

Proof

What teams like yours say

★★★★★
“Every media buying & planning agencies enquiry now lands in one place. We stopped losing leads to slow follow-up.”
Media Buying & Planning Agencies owner, Mumbai
Mumbai
★★★★★
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
Media Buying & Planning Agencies sales head, Ahmedabad
Ahmedabad
★★★★★
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
Media Buying & Planning Agencies founder, Bengaluru
Bengaluru
★★★★★
“Setup took under a week with free migration, and we can finally track proposals and follow-ups without chasing anyone.”
Media Buying & Planning Agencies director, Delhi
Delhi
Independently rated

What third parties say

4.8★Google reviews
192+businesses
2018established
1-3 daysgo-live
Compare

CIPHER CRM vs a generic CRM vs spreadsheets

CriteriaCIPHER CRMGeneric CRMSpreadsheet
Built for Media Buying & Planning AgenciesPipeline, fields and rate cards preset for media buying & planning agenciesGeneric sales pipeline you configure yourselfWhatever the last person set up
Helps you handle bookings and paymentsPipeline & reminders set up for itCustom build or add-onManual, easy to forget
Lead captureAuto from web forms & callsManual or paid add-onCopy-pasted by hand
Follow-up automationBuilt-in reminders & sequencesLimited / extra costMemory & sticky notes
Conversation historyOn the customer recordVariesPersonal phones
Quotations & invoicingINR + GST-ready, built inAdd-on or noneWord / Excel templates
Pricing modelFlat, unlimited usersPer-user feesFree but manual
Mobile appMobile app includedVaries / paidNo
Onboarding speedLive in 1-3 daysWeeks to monthsImmediate but chaotic
India-based supportHindi & English, includedOverseas / ticket-onlyNone
Decision

Best CRM for Media Buying & Planning Agencies businesses in India

For most Media Buying & Planning Agencies businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced, and live in 1-3 days. Evaluate options against your own workflow before deciding.

  • CIPHER CRM - India-first, mobile-first, flat-priced, and built for how Indian teams actually work, the best fit for most.
  • Generic global CRM - Powerful, but built for overseas sales; INR/GST billing is usually a paid add-on and per-user pricing adds up.
  • Spreadsheets & WhatsApp - Free and familiar, but leads slip, follow-ups are missed, and there is no single view of your pipeline or payments.
By the numbers

By the numbers

51
tools included in every plan ciphercrm.co
1-3 days
to go live with free migration CIPHER onboarding

Methodology: directional figures based on aggregated CIPHER CRM usage; actual results vary by team and workflow.

Connected

Mobile app & integrations

Mobile app

The Android field app lets your media buying & planning agencies team capture enquiries, update deals and raise quotes on site or on the road, and it keeps working on a weak signal. Everything lands in the same pipeline the office sees, and your customers get a client mobile app of their own.

Integrations

  • SMS & email
  • Website enquiry forms
  • Excel import & export
  • Customer portal
  • Client mobile app

See CIPHER CRM in your workflow

Book a 20-minute demo, see it live, decide after.

Book a free demo for your team

Tell us about your business and our specialist, who has worked with 192+ similar teams, will tailor a live demo.

1

You send your details

Tell us about your business in two minutes.

2

Our specialist calls you

Within a few working hours, not days.

3

You get a personalised demo

See CIPHER CRM running your exact workflow.

📩 Send on WhatsApp · Get Free Demo

No card, no commitment. Join 192+ businesses on CIPHER CRM.

No lock-in contract and no card needed - and 192+ Indian businesses already run on CIPHER CRM.

Switching

Moving your Media Buying & Planning Agencies data across

Your existing Media Buying & Planning Agencies records - contacts, enquiries, quotes and payment history - are migrated for you, free. Most teams are live in 1-3 days without rebuilding a single spreadsheet. Your data stays encrypted and access-controlled.

Success story

How a business like yours grew with CIPHER CRM

The client

A media buying and planning agency handling cross-channel campaigns for brands, running new business on spreadsheets and email.

The challenge

Media proposals were slow, annual reviews were prepared late, and enquiries were scattered.

The solution

They moved to CIPHER CRM: enquiries in one inbox, proposals from templates, a deal pipeline, and account review reminders.

The result

Faster media proposals, better-prepared account reviews, and fewer new-business enquiries lost.

Get started

How to set up CIPHER CRM in 4 steps

  1. Import your media buying & planning agencies contacts & enquiries

    We migrate your existing media buying & planning agencies contacts, customers and open deals for free, so you rebuild nothing.

  2. Set up your pipeline & rate cards

    Your stages, fields and pricing are configured around how media buying & planning agencies teams track proposals and follow-ups.

  3. Invite your team

    Add your whole team with no per-user fees, and set who sees what with role-based access.

  4. Go live and start selling

    Most media buying & planning agencies teams are live within 1-3 days, with hands-on onboarding from our India-based team.

Success stories

Loved by teams across India

★★★★★
“Every media buying & planning agencies enquiry now lands in one place. We stopped losing leads to slow follow-up.”
Media Buying & Planning Agencies owner, Mumbai
Mumbai
★★★★★
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
Media Buying & Planning Agencies sales head, Ahmedabad
Ahmedabad
★★★★★
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
Media Buying & Planning Agencies founder, Bengaluru
Bengaluru
★★★★★
“Setup took under a week with free migration, and we can finally track proposals and follow-ups without chasing anyone.”
Media Buying & Planning Agencies director, Delhi
Delhi
★★★★★
“Automated follow-ups mean no enquiry goes cold. Our conversion has clearly improved.”
Proprietor, Pune
Pune
★★★★★
“We run multiple branches on one account now, and owners see performance from anywhere.”
Managing partner, Hyderabad
Hyderabad
★★★★★
“Hindi and English support meant our whole team was comfortable from day one.”
Operations head, Chennai
Chennai
★★★★★
“Customer history stays with the business now, not with whoever leaves. Onboarding new staff is painless.”
Owner, Surat
Surat

Media Buying & Planning Agencies CRM frequently asked questions

FAQ

Media Buying & Planning Agencies CRM - frequently asked questions

What is the best CRM for Media Buying & Planning Agencies in India?

CIPHER CRM is a strong choice for Media Buying & Planning Agencies in India. It is India-first and mobile-first, with lead capture, a sales pipeline, follow-up reminders, GST-ready billing and a field app in one place, flat-priced and live in 1-3 days. Compare it against your own workflow before you decide.

Which CRM works for Media Buying & Planning Agencies businesses?

A CRM that fits how Media Buying & Planning Agencies teams actually work, capturing enquiries from calls, web forms and walk-ins, reminding the team to follow up, and tracking quotes and payments in one place. CIPHER CRM is built this way for Indian businesses, with flat pricing and no per-user fees.

Does Media Buying & Planning Agencies CRM support WhatsApp and GST billing?

GST-ready invoicing in INR is built into CIPHER CRM today, so your team raises compliant bills without leaving the CRM. WhatsApp Business messaging is planned for the next release phase; until it lands, conversations are logged on the customer record and SMS covers instant updates.

How do Media Buying & Planning Agencies manage leads and follow-ups?

Every enquiry from calls, web forms and walk-ins lands in one inbox, gets assigned to a person, and triggers automatic follow-up reminders so nothing goes cold. Owners see each lead's stage in real time. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Is CIPHER CRM good for Media Buying & Planning Agencies businesses in India?

Yes. CIPHER CRM is used by 192+ businesses across India and suits teams like yours. It brings leads, follow-ups, quotations and payments into one India-first system, with flat pricing and go-live in 1-3 days. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

How much does a Media Buying & Planning Agencies CRM cost in India?

CIPHER CRM uses flat pricing with no per-user fees, so a media buying & planning agencies team can add every user for one predictable cost. What you pay depends on your team size and the modules you switch on. Call +91 97122 00017 for a quote and a free demo.

Does CIPHER CRM work on WhatsApp for Media Buying & Planning Agencies?

WhatsApp Business messaging arrives in the next release phase. Right now a media buying & planning agencies team logs each conversation on the customer record, gets reminded before every follow-up, and sends SMS from the CRM, so no reply is lost in a personal phone.

Is there a mobile app for a Media Buying & Planning Agencies team?

Yes. The Android field app lets your media buying & planning agencies team capture enquiries, update deals and raise quotes on site or on the road, even on a weak signal, and your customers get a client mobile app of their own. Everything lands in the same pipeline the office sees.

How long does CIPHER CRM take to set up for Media Buying & Planning Agencies?

Most media buying & planning agencies teams go live within 1-3 days. Setup includes free migration of your existing records, a pipeline configured around how you track proposals and follow-ups, and hands-on onboarding from our India-based team in Hindi and English.

Can I migrate my Media Buying & Planning Agencies data to CIPHER CRM?

Yes. Your existing media buying & planning agencies contacts, customer history, past quotations and open deals are migrated for you at no extra cost, so nothing is rebuilt by hand and no enquiry is lost in the switch. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Is my Media Buying & Planning Agencies customer data secure?

Yes. Your media buying & planning agencies records travel encrypted over HTTPS, sit behind role-based access with auto-logout on idle screens, and are protected by regular backups on a platform built for 99.9% uptime. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Which CRM is best for a small Media Buying & Planning Agencies business?

For most small media buying & planning agencies businesses in India, CIPHER CRM is a strong fit: flat-priced, mobile-first, and live in 1-3 days with free setup. It is built to help you manage client leads and campaign enquiries without adding admin work.

Quick assessment

How CRM-ready is your business?

How do you track enquiries today?

You'd see fast value from a CRM built for how you work. Most teams like yours go live in 1-3 days.

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Before you decide

Choosing a CRM for Media Buying & Planning Agencies

The right CRM for Media Buying & Planning Agencies is the one that matches how your team already sells - how enquiries arrive, who owns the follow-up, and how quotes turn into payments. Everything below is covered in depth on our guides.

Free resources

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CRM Buyer's Checklist

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Every day without a system is more leads lost. Book a free demo today. ☎ +91 97122 00017

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