Freedom251 › Professional Services CRM Software
The Agency CRM
What The Agency CRM is
The Agency CRM brings agency 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 tools include visual automation, 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. Its REST API includes OAuth 2.0, an interactive sandbox, and webhooks. Mobile apps for iOS and Android provide offline access to leads, deals, and contacts, syncing after reconnecting. The maker says data is encrypted on EU-based infrastructure, with roles and audit logs. The Free plan is limited to one user, five clients, and 10 invoices per month. Starter is €29.00 per month, excluding VAT, and a seven-day trial does not require a credit card.
Who it suits
The Agency CRM is aimed at agencies and may also suit IT companies, consultancies, and e-commerce teams. It fits organizations that want client, project, invoice, and marketing workflows together, with mobile access and integrations.
What it does well
- Unlimited pipelines and stages
- AI assistant drafts quotes, emails, and tasks
- Mobile apps support offline access
- REST API includes webhooks and OAuth 2.0
- Seven-day trial requires no credit card
What to know first
- Free plan is limited to one user
- Free plan allows up to five clients
- Free plan allows 10 invoices per month
- Listed Starter price excludes VAT
Limits
The Free plan is limited to one user, up to five clients and 10 invoices per month. Starter is limited to three users, 25 clients, 100 invoices per month and 500 AI credits per month.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free | 1 user · 5 clients · 10 invoices/month · basic CRM and pipeline · 41+ connectors · email support | Free |
| Business | €199/mo, excl. VAT · 25 users · everything in Pro · multi-tenant white-label · 20,000 AI credits/month · API and webhooks · priority support with 4-hour response · onboarding · custom domains | €199 a month |
| Starter | €29/mo, excl. VAT · 3 users · 25 clients · 100 invoices/month · basic automations · 500 AI credits/month · white-label email | €29 a month |
| Pro | €79/mo, excl. VAT · 10 users · unlimited clients and invoices · AI writer and scraper · advanced automations · 5,000 AI credits/month · full white-label | €79 a month |
| Enterprise | On request · Unlimited users · custom AI models and unlimited credits · dedicated success manager · SLA and uptime guarantee · SSO/SAML/SCIM | On request |
As theagencycrm.nl lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Agency CRM website.
- Choose the free plan or a paid plan; the listed trial lasts seven days and requires no credit card.
- Use the web platform or access the iOS or Android app.
- Connect the services your team uses, such as Gmail, Outlook, Google Calendar, Slack or Stripe.
Verdict
The Agency CRM combines pipeline, client, invoice, and marketing tools with mobile access and integrations. The Free plan has firm user, client, and invoice limits; paid plans start at €29.00 per month, excluding VAT.
Questions
Is there a free plan?
Yes. The Free plan costs nothing and supports one user, up to five clients and 10 invoices per month.
How much do paid plans cost?
The pricing note says paid plans start at €29/mo. The listed Starter plan costs $29 a month, billed monthly and excluding VAT; Pro is $79 a month and Business is $199 a month, on the same billing terms.
Is there a free trial?
Yes. The trial lasts seven days and does not require a credit card.
Which platforms are supported?
The product lists web, iOS and Android. The mobile apps support offline access to leads, deals and contacts, with syncing after reconnecting.
Which integrations are listed?
The listed integrations include Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online and Moneybird. A documented REST API is also available.
What support comes with the plans?
Free, Starter and Pro list email support. Business includes priority support with a four-hour response, while Enterprise lists dedicated support.
Facts from The Agency CRM's own pages
- AI agents
- Agent Studio and an agent office let users build agents, while outward actions wait in a human approval send gate. · theagencycrm.nl, 15 Oct 2026
- AI assistant
- The assistant can draft quotes, emails and task lists and summarize pipeline, client and project information using account context. · theagencycrm.nl, 15 Oct 2026
- API
- The integrations page describes a documented REST API with OAuth 2.0, an interactive sandbox and webhooks for real-time events. · theagencycrm.nl, 30 Sept 2026
- Apple app data
- Apple's listing says the developer may link location, contact information, user content, identifiers and diagnostics to the user. · apps.apple.com, 15 Oct 2026
- Apple app requirements
- The iOS app requires iOS 15.6 or later; the Mac version requires macOS 12.5 or later and an Apple M1-or-newer Mac. · apps.apple.com, 15 Oct 2026
- Automation
- A visual automation builder can trigger email flows, tasks and CRM actions. · theagencycrm.nl, 15 Oct 2026
- Claimed adoption
- The maker reports more than 500 active teams and €2.4 million invoiced monthly. · theagencycrm.nl, 15 Oct 2026
- Company history
- The maker says it was founded in 2019 in the Netherlands, began as a digital agency, and opened to its first 30 external teams in 2022. · theagencycrm.nl, 15 Oct 2026
- Company size
- The about page describes a remote-first Netherlands and Belgium team with more than five core members. · theagencycrm.nl, 15 Oct 2026
- Content machine
- The content tool plans, writes and publishes blog, social and email content with AI assistance. · theagencycrm.nl, 15 Oct 2026
- Data security
- The maker says data is encrypted on European servers and access uses roles and audit logs, with a data processing agreement. · theagencycrm.nl, 30 Sept 2026
- Developer documentation
- The maker says it provides endpoint documentation with examples, an OpenAPI specification, a sandbox and webhook recipes. · theagencycrm.nl, 15 Oct 2026
- Email marketing
- The marketing module supports segmented campaigns, newsletters and broadcasts using CRM data. · theagencycrm.nl, 15 Oct 2026
- Founded
- 2019 · theagencycrm.nl, 23 Sept 2026
- Funnels
- A no-code funnel builder provides lead magnets, opt-in pages, sales funnels and A/B testing. · theagencycrm.nl, 15 Oct 2026
- Google Play app function
- The Android app is described as supporting client contact, marketing-interaction visibility, mobile open-house registration and notifications for tasks, birthdays and anniversaries. · play.google.com, 15 Oct 2026
- Google Play data safety
- Google Play states that no data is shared with third parties, no data is collected, data is encrypted in transit and data cannot be deleted. · play.google.com, 15 Oct 2026
- Google Play developer
- Google Play identifies IDC Global as developer and lists an address at 26 Broadway Ste 941, New York, NY 10004, United States. · play.google.com, 15 Oct 2026
- Headquarters
- Netherlands · theagencycrm.nl, 23 Sept 2026
- Independent implementation fact
- Kantex describes the marketing site and CRM dashboard as built with Nuxt and Vue around work, sales, operations and marketing domains. · kantex.nl, 15 Oct 2026
- Infrastructure
- The sub-processors page says platform data is stored encrypted within the European Union on EU-based cloud infrastructure. · theagencycrm.nl, 30 Sept 2026
- Integrations
- The maker advertises 41 ready-made integrations including Google Workspace, Slack, Stripe and Mollie, with additional connections through Zapier or REST API. · theagencycrm.nl, 15 Oct 2026
- Intended users
- The maker says it built the product for agencies and lists agencies, IT companies, consultancies and e-commerce teams among its users. · theagencycrm.nl, 30 Sept 2026
- Invoicing
- Invoicing includes one-click conversion from quotes, automatic reminders, VAT handling and recurring invoices. · theagencycrm.nl, 15 Oct 2026
Where The Agency CRM stands on Freedom251
- Professional Services CRM Software#10 of 35