The Agency CRM is an operating system for agencies that brings leads, clients, projects, invoices, and retainers into one system. Its visual pipeline supports unlimited pipelines and stages, follow-up tasks, deal forecasts, and win probabilities. An AI assistant can draft quotes, emails, and tasks, and summarize pipeline and client information using company context. Marketing features include a visual automation builder, email campaigns and sequences, and no-code funnels and landing pages. Listed integrations include Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online, and Moneybird. The documented REST API includes OAuth 2.0, a sandbox, and webhooks. iOS and Android apps provide offline access to leads, deals, and contacts, then sync after reconnecting. The maker says data is encrypted on EU-based infrastructure, with role-based access and audit logs. A free plan is limited to one user, five clients, and 10 invoices per month. Paid plans start at €29/mo, and a seven-day trial is offered without a credit card.
Who it is for
It is intended for agencies and may also suit IT companies, consultancies, and e-commerce teams. The free plan is limited to one user, five clients, and 10 monthly invoices.
What is good
- Manages leads, clients, projects, invoices, and retainers
- Unlimited visual pipelines and stages
- AI assistant drafts and summarizes using company context
- Mobile apps support offline access
- Seven-day trial requires no credit card
What to know first
- Free plan allows only one user
- Free plan caps clients at five
- Free plan limits invoices to 10 monthly
Verdict
The Agency CRM combines pipeline, marketing automation, project, and invoicing functions for agency operations. Its free tier has strict user, client, and invoice limits, while paid plans start at €29/mo.
The Agency CRM plans and pricing
All plansCompared on professional services CRM software
- Free plan
- Yes
- Lead capture
- Yes
- Proposal management
- Yes
- Client portal
- Yes
- Email sync
- Yes
- Workflow automation
- advanced
- Project tracking
- Yes
