Stop chasing unqualified leads and focus on deals that actually close
Agencies waste months chasing low-budget projects and unqualified leads. Seerist scores every opportunity by budget, fit, and client quality so you only pursue deals worth your time.
Built for agency partners who want to stop treating every inbound email like a potential $100k project.
Stop wasting time on bad-fit leads and focus on the accounts that actually need your services.
Command center
Agency BD operating view
24
qualified this week
$86k
proposal value
7
ready for review
Priority queue
Ranked by fit, value, risk, and next action
SaaS landing page that converts
Contra · $15,000
Email sequence for B2B leads
LinkedIn · $8,500
Analytics dashboard for investors
Upwork · $12,000
Activity
Fit checked
2 min ago
Draft prepared
3 min ago
Owner assigned
4 min ago
Review due
5 min ago
Replace scattered effort with a visible operating loop
Before
- BD partners spend hours chasing unqualified leads across 5+ platforms
- Proposals get rewritten from scratch because context gets lost
- No one knows which opportunities are actually worth pursuing
After Seerist
- Only high-fit opportunities reach the team, scored by actual service match
- Proposals start with the right angle, proof, and pricing from day one
- Every lead shows deal value, owner, and concrete next steps
platforms
Monitor the job boards your clients actually use.
review stages
Partner review, director approval, client prep, and final send.
unified view
No more switching between Slack, Google Sheets, and email.
The daily workflow inside Seerist
These are the steps a user moves through in the workspace, from the first signal to the next action in the pipeline.
Collect
Pull opportunities from Upwork, LinkedIn, referrals, and your website into one ranked queue.
Score
Rate each lead on budget fit, service match, client legitimacy, and strategic value for your agency.
Position
Generate proposal angles using your case studies, pricing tiers, and the client's specific needs.
Assign
Move qualified deals into pipeline with assigned partners, next steps, and deal values.
Finally see which leads deserve real attention
Instead of scrolling job boards hoping to find gold, agencies get a ranked queue of opportunities that match their actual services, with scores that predict win probability.
Scored opportunity queue
Every inbound lead gets rated on budget fit, service match, client quality, and urgency before anyone looks at it.
Smart proposal angles
Based on the job and your service catalog, Seerist suggests the strongest opening pitch with relevant case studies.
Deal pipeline with owners
Each qualified opportunity becomes a pipeline item with assigned BD owner, deal value, and specific next action.
Review leads, draft proposals, assign owners
The workflow matches how agencies actually work: scan scored opportunities, pick the winners, generate targeted proposals, assign to the right partner, and track progress without losing context.
Open workspaceKnow before you pursue
See budget, fit score, and client red flags before investing time
Start with the right pitch
Get proposal angles that match the client's actual needs
Don't lose deals in chaos
Pipeline items have owners and next steps that actually get followed