For marketing agencies
The only CRM that truly gets your agency
From first brief to signed retainer to paid invoice — The Agency CRM connects sales, projects and finance so you can focus on the real work.
14 days free · no credit card · live in 5 minutes
Agency reality
Sound familiar? This is where agencies bleed time
You're busy with clients, but admin is eating you alive. It doesn't have to be this way.
Too many disconnected tools
Quote in Word, project in Trello, invoice in Exact, pipeline in a spreadsheet. Nothing talks to each other and you lose track.
Time tracking that never adds up
Hours live in your head or scattered spreadsheets. Retainers run over; you invoice less than you've earned.
No grip on MRR
Which clients are on which retainer package? What's your monthly recurring revenue? Without a central system, you're guessing.
Follow-ups that get forgotten
Leads disappearing into your inbox. Quotes without follow-up. Clients who hear nothing. You want to look more professional.
Sales pipeline
From brief to signed deal — in one clear view
Has a client been sitting in "quote sent" for three weeks? The Agency CRM nudges you, auto-creates a follow-up task, and shows you at any moment which deals can still close this month.
- Visual drag-and-drop pipeline
- Auto follow-up task when a deal stalls
- Revenue forecast per week, month or quarter
- Send branded quotes directly from the deal
Projects & time tracking
Deliver projects on time and profitably
Create a project straight from a won deal, assign tasks and owners, and let your team log hours per task. See in real time how much of your retainer budget is used — before you go over.
- Create projects directly from won deals
- Time tracking per task and team member
- Budget monitoring per project (retainer or fixed)
- Client portal: clients see progress without calling you
Invoicing & retainers
Monthly recurring revenue — without manual work
Set up retainer contracts and The Agency CRM invoices automatically on the first of the month. Extra hours logged above the package are auto-added to the next invoice. Never miss billable time again.
- Automatic monthly retainer invoices
- Overage hours rolled into the next invoice automatically
- Payment reminders sent without you lifting a finger
- VAT, iDEAL and SEPA built in
38%
More proposals won
€340
More invoiced per client/mo
9h
Less admin per week
2.5×
Faster quote turnaround
AI-assistent
An AI assistant that knows your agency
Ask the AI to write a proposal for a new SEO retainer at €1,200/mo, and it pulls client data, past work and your rates — delivering a draft in seconds.
Tailored proposals
Give the amount and client; the AI writes the proposal in your tone with your rates.
Follow-up emails in seconds
Hit "send follow-up" and the AI crafts a personal email based on the deal history.
Pipeline analysis on demand
Ask "which leads have been quiet for two weeks?" and get a clear answer instantly.
AI assistant
The Agency CRM
"We used to have HubSpot for sales, Teamleader for projects and Exact for invoicing. The Agency CRM replaced all three. Our MRR is up 34% because we no longer forget to bill hours."
Why switch
Why agencies switch from HubSpot & Teamleader
Not two separate tools. Not a generic CRM that costs a fortune to customise. Just one platform — built for agencies.
| The Agency CRM | HubSpot / Teamleader | |
|---|---|---|
| Sales pipeline + projects + invoicing in one tool | ||
| Time tracking linked to projects and deals | Separate add-on | |
| Automatic retainer invoicing | ||
| AI assistant included | Most expensive plan only | |
| Dutch VAT and iDEAL | ||
| Monthly price | €49 (flat) | €80+ /user |
Questions from agencies
Yes. Set each project as a fixed budget or monthly retainer. Time tracking and invoicing adapt automatically.
Ready to run your agency on one CRM?
Join 500+ agencies managing leads, projects, retainers and invoices in one place.
Prefer a guided tour? Book a demo