Run your agency pipeline, client work and revenue from one CRM
Agency CRM helps growing teams capture leads, manage deals, send proposals, track follow-ups, convert clients and keep every payment conversation visible.
Revenue Overview
LiveNew Leads
24 today
Deal Value
$12.8k
Active Agency Workspaces
Platform Uptime Target
Lead Activities Logged
Trusted by sales teams, consultants and service agencies
Everything you need to run client operations
From lead intake to won deals and client billing context, the platform keeps your entire agency workflow connected.
Tenant-Isolated CRM Workspaces
Strict data separation. Every agency workspace runs with isolated tenant data so teams stay secure and fast.
Branded Client Experience
Run each agency on its own subdomain and keep portal, documents and communication aligned to the tenant brand.
Automated Workspace Provisioning
Register, choose a plan, provision your workspace and start adding leads without manual server setup.
Lead To Client Pipeline
Move from inquiry to qualified lead, proposal, won deal and customer record without losing activity history.
Billing And Subscription Control
Review plan logs, upgrades, renewals and workspace billing from the central SaaS management panel.
Document And Team Workflows
Manage proposal documents, lead attachments, role access and operational handoffs in one admin flow.
Teams running faster with Agency CRM
Agency Operations Workspace
A service team setup using lead tracking, proposals, conversion and client history on one tenant workspace.
Choose the CRM package for your team
Start lean, add users and processes as you grow, and keep each workspace isolated.
Basic Plan
Duration: 1 month(s)
Basic features for small businesses
Standard Plan
Duration: 3 month(s)
Standard features for growing businesses
Premium Plan
Duration: 12 month(s)
All features for large businesses
What agency operators say about us
"Agency CRM gave our sales team one clean pipeline. We stopped losing proposal follow-ups between WhatsApp, sheets and email."
Adnan Rahman
Growth Loop Agency
"Tenant setup was fast, and the team immediately started tracking leads, won deals and customer history in one place."
Tania Islam
Northstar Consulting
Common questions before you launch
Launch your CRM workspace in minutes
Start with a structured pipeline, assign your team, convert leads faster and give every client a clean service experience.