For account managers
Never forget a client. Never miss a renewal.
You manage dozens of relationships at once. The Agency CRM tracks the complete client history, reminds you of renewals and makes sure you always walk into a conversation fully prepared.
14 days free · no credit card · live in 5 minutes
Before & after
What your day looks like now — and what it could look like
Account managers lose an average of 2.5 hours a day searching, chasing updates and manually tracking things. The Agency CRM gives that time back.
Today — without a CRM
Inbox as your archive
You search for "Knus & Klein contract" in a mailbox of 12,000 emails. Meanwhile the call is already ten minutes in.
Renewals tracked in a spreadsheet
You kept an Excel file, but it hasn't been updated in three weeks. Contracts lapse without warning.
Notes scattered everywhere
Meeting notes live in your notebook, Notion, email and sometimes nowhere. Colleagues have no idea what's going on.
Follow-ups managed via calendar
Every follow-up is a calendar invite. When things get busy, a few always slip through.
With The Agency CRM
Full client profile in one click
Open an account and instantly see: contract value, communication history, open tasks and how long the relationship has been running.
Renewal reminders on autopilot
Set how many weeks before contract end you want a nudge. The Agency CRM reminds you — and creates a follow-up task automatically.
All communication on one timeline
Emails, calls, quotes and notes — in chronological order per client. A colleague is up to speed in thirty seconds.
Tasks linked to accounts
Attach tasks to a client, deal or renewal. See your daily to-do in one view — sorted by priority.
Client overview
Everything about a client on one screen
For every client you instantly see the contract value, contact moments over the past months, open quotes and planned tasks. Never "let me look that up" before a call again.
- Full client profile with contact history and documents
- Open deals, invoices and projects per client
- Add quick notes — also via the mobile app
- Communication timeline with emails, calls and meetings
Renewal management
No contract ever lapses quietly again
Contract renewals are opportunities — but only if you see them coming. Set a renewal date and The Agency CRM automatically schedules a task, drafts a renewal quote and tracks the status.
- Track contract dates and renewals per client
- Automatic task X weeks before expiry (you decide when)
- Renewal quote in one click from the client profile
- Dashboard overview: all upcoming renewals per month
94%
Of renewals spotted in time
2.5h
Less search time per day
27%
Higher client retention
€480
More revenue per client per year
A day in the life
Your day as an account manager — with The Agency CRM
Open your dashboard
You instantly see which clients need attention today: open tasks, scheduled renewals and new messages.
Client call with full context
You call a client. In three clicks you have the full client profile open: which projects are running, when the last invoice was paid, what was discussed last time.
Renewal proposal in minutes
The AI drafts a renewal proposal based on the current contract and client history. You refine it, the client receives it — today.
Check off tasks and plan ahead
Everything you did today is automatically logged. New tasks are scheduled immediately — visible to colleagues who also know the client.
"I manage 47 accounts. Before The Agency CRM I occasionally missed a renewal — and that genuinely costs clients. Now I get a nudge six weeks early and the quote is already half written. Our retention is up 27%."
AI-assistent
An AI that knows your client relationships
Ask the AI: "What has Knus & Klein purchased this quarter?" — and get a summary of deals, projects and invoices. Perfect preparation for any client meeting or renewal conversation.
Client summaries on demand
Let the AI summarise the client history before a call. You always walk in fully prepared.
Follow-up emails in your tone
Choose "send thank-you after meeting" and the AI writes it — personalised, based on what was discussed.
Renewal proposals in seconds
The AI cross-references current contract details with client history and automatically drafts a proposal.
AI assistant
The Agency CRM
Questions from account managers
Yes. Store the contract date per client and set how far in advance you want a reminder. The Agency CRM automatically schedules a task and sends you a notification.
Ready to have every account fully under control?
Join hundreds of account managers who never miss a renewal or forget a client again.
Prefer a guided tour? Book a demo