For your role
One CRM that works for everyone in your agency
Whether you close deals, build campaigns, manage clients or deliver projects — The Agency CRM gives every role exactly the information and tools they need, without the noise of everything else.
14 days free · no credit card · live in 5 minutes
500+
Teams use it daily
32%
More deals won
11h
Saved per week per user
4.9/5
Average customer rating
Roles
Choose your role
Every role gets its own workspace, dashboards and automations — all powered by the same CRM.
Sales teams
From first contact to closed deal. Pipeline management, quotes, sales inbox and AI coaching for the whole sales team.
Marketers
Email campaigns, funnels, landing pages and content planning — wired directly to your CRM data for perfect segmentation.
Business owners
Live insight into revenue, cashflow, forecast and team performance. Make decisions on numbers, not gut feeling.
Account managers
All client contacts, deals, projects and invoices in one place per client. Never searching — always prepared.
Designers & creatives
Manage projects, client feedback and deadlines without endless email threads. Deliver on time, every time.
Sales teams
Close more deals — with less admin
The visual pipeline shows your team exactly which deals need attention. The AI drafts follow-up emails, the quote module creates professional quotes in seconds and the sales inbox tracks all communication per deal.
- Unlimited pipelines with drag-and-drop stages
- AI writes follow-up emails and quotes
- Real-time win probability and revenue forecast per deal
- Automatic follow-up tasks when a deal goes quiet
Marketers
From campaign to client, fully automated
No more separate email tool that knows nothing about your CRM. Segment by deal stage, client value or industry, build funnels with drag-and-drop and measure exactly which campaigns generate leads.
- Email campaigns segmented on CRM data
- Visual funnel and landing page builder
- Lead scoring based on behaviour and interactions
- Content calendar for blog, social and newsletter
Heard from the field
Real people, real results
Teams across every role tell us The Agency CRM is the first CRM they actually enjoy working with.
"As a sales manager I finally have oversight. I can see which deals can close this week and the AI sends the reminder when I forget."
"I finally stopped switching between my email tool, CRM and spreadsheet. Everything lives in one system and my campaigns perform better than ever."
"As an owner I want to open one screen and know how my agency is doing. The Agency CRM's cashflow dashboard gives me exactly that."
Working in a specific industry?
Alongside roles, The Agency CRM also has ready-made setups for agencies, IT companies, real estate, construction and more.
Ready to supercharge your role with The Agency CRM?
Try it free for 14 days. No credit card, live in 5 minutes.
Prefer a guided tour? Book a demo