🎯 Agencies & Consultancies

CRM for Agencies

Pipeline, projects, HR and client management in one platform. Stop juggling spreadsheets and start closing more deals.

Start free 30 days → See features

✓ No credit card  ·  ✓ 30-day free trial  ·  ✓ From €20/month

Built for agencies that
want to grow faster.

From first contact to signed contract and ongoing account management.

📊

New business pipeline

Track every prospect from first call to signed contract. Custom stages, probability and forecasted revenue per deal.

🏢

Client account management

Each client company has its own record with contacts, history, files and linked deals. Full context always at hand.

📥

Automatic lead capture

Leads from Facebook, Instagram and LinkedIn flow straight into your CRM — no manual data entry needed.

Tasks & deadlines

Assign tasks to team members with due dates linked to clients or deals. Everyone knows what they need to do.

📁

Proposals & contracts

Attach proposals, SOWs and contracts to each deal. Everything is versioned and accessible in one place.

📈

Revenue reports

Pipeline value, conversion rates and team performance in a single dashboard. No more end-of-month spreadsheet panic.

Up and running in under 10 minutes

1

Set up your pipeline and client list

Configure your deal stages to match your sales process. Import existing clients from CSV in minutes.

2

Connect your lead sources

Link your Facebook and LinkedIn ad accounts. New leads flow in automatically and get assigned to the right team member.

3

Close more deals, retain more clients

Your team tracks every opportunity and task. You get a real-time view of revenue and team performance.

Frequently asked questions

Can I manage multiple client accounts at once?

Yes. Each company has its own record with contacts, deals, notes and files. Your team can filter views by client at any time.

Can I track proposal and contract stages?

Yes. The sales pipeline lets you create custom stages — brief received, proposal sent, negotiation, signed — and move deals with drag & drop.

Is there a way to manage team workload?

Yes. Tasks can be assigned to team members with due dates and linked to specific contacts or deals, giving you a clear view of who is working on what.

Does it integrate with WordPress?

Yes. Our official WordPress plugin lets you embed lead capture forms with a simple shortcode and connects Contact Form 7 so every submission lands in your CRM as a lead automatically. A REST API with API keys is also available.

Win more clients.
Deliver better work.

From €20/month · 1 user included · no lock-in. Free trial for 30 days.