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 is for
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 is good
- 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
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.
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
