IT & Tech
From first lead to SLA contract — all in one CRM
IT companies juggle project pipelines, support tickets, recurring licences and monthly invoices. The Agency CRM brings it all together — without five separate tools.
14 days free · no credit card · live in 5 minutes
Familiar pain
Where IT companies get stuck
Growing IT companies lose grip when sales, project management and invoicing each live in a separate system.
Project pipeline with no visibility
Deals stall in email. Nobody knows which prospects just received a quote and which have been quiet for three months.
SLA follow-up via sticky notes
Clients call because there's no automatic alert when a ticket sits open too long or an SLA deadline is approaching.
Recurring billing is manual work
Monthly licence fees, maintenance invoices and hosting costs are created one by one — time-consuming and error-prone.
Data scattered across separate tools
CRM in HubSpot, projects in Jira, invoices in Xero — and nowhere a complete client picture. Context handovers cost hours every day.
Pipeline & leads
Every IT deal in one visual pipeline
From first contact to signed contract: drag deals through your own stages, see the expected contract value and get an automatic task when a deal goes quiet for more than a week.
- Separate pipelines for managed services, projects and licences
- Win probability and weighted revenue forecast per deal
- Automatic follow-up task when a deal stops moving
- Attach quote, contract and project directly to the deal
Projects & SLAs
Deliver on time — and never miss an SLA again
Turn a won deal into a project in one click, complete with milestones, tasks and time tracking. Set SLA deadlines and get an automatic alert before a ticket goes red.
- Tasks, milestones and timelines per client project
- Time tracking linked to project budget and invoice
- SLA triggers: automatic alert on breach
- Client portal so clients can see progress themselves
Invoicing & subscriptions
Recurring invoices that send themselves
Set up once which client receives a monthly invoice for hosting, licences or maintenance. The Agency CRM sends, reminds and records — you focus on the client.
- Subscription billing: monthly, quarterly or annually
- Automatic payment reminders after X days
- VAT-compliant with UBL/PEPPOL export for your accountant
- MRR and cashflow dashboard in real time
40%
Less time spent on admin
3×
Faster invoice turnaround
98%
SLA compliance for active users
€18k
Average extra revenue per team per year
Client stories
IT companies that never want to go back
"Our project manager spotted in one week that two SLA contracts were about to expire. The Agency CRM automatically created a task — we renewed both just in time."
"Recurring billing has saved us two hours every month. Hosting invoices now go out automatically — including a reminder if payment doesn't come in."
AI assistant
Your IT knowledge base — accessible in seconds
Ask the AI "which clients have an active SLA?" or "draft a renewal proposal for TechCorp" — and get a useful answer in seconds, based on your own CRM data.
- Drafts renewal quotes and follow-up emails
- Summarises open tickets and SLA status per client
- Flags deals at risk and suggests next actions
AI assistant
The Agency CRM
FAQ
Questions from IT companies
Yes. Create unlimited pipelines — one for managed services, one for projects, one for licence sales. Each pipeline has its own stages, fields and automations.
Ready to run your IT company on one CRM?
Join hundreds of IT and tech companies managing their project pipeline, SLAs and invoicing in one place.
Prefer a guided tour? Book a demo