For business owners
Finally the overview you deserve as an owner
You're not a sales manager, an accountant, or a project lead — but you need the numbers from all three. The Agency CRM gives you one dashboard with MRR, open invoices, team capacity and pipeline value, updated live.
14 days free · no credit card · live in 5 minutes
Agency owner
Does this morning sound familiar?
This is how many business owners start their day — and it doesn't have to be this way.
- You open three tools to find out how much is coming in this month
- A team member asks about a quote's status — you don't know off the top of your head
- You invoice two weeks late because nobody tracks it
- You estimate revenue by gut feeling, not data
- Clients receive quotes with a different logo than the invoice
- Your MRR, open invoices and forecast value are on your phone
- Every quote, project and client contact in one place — always an answer ready
- Invoices go out automatically once a project is approved
- You know exactly how much is coming in next month, based on real data
- One brand identity, one system, one source of truth
Financial overview
Know your MRR and cashflow without Excel
The financial dashboard shows your current MRR, outstanding invoices, expected income and client payment behaviour — on one screen, updated in real time. No spreadsheet, no guesswork.
- MRR, ARR and pipeline value at a glance
- Automatic payment reminders for outstanding invoices
- Revenue forecast per month and per client
Team management & capacity
See who's doing what and how much space is left
As an owner you don't need to be in every project — you do need to know if your team is at capacity, whether deadlines are being met and whether clients are satisfied. The Agency CRM gives you that overview without endless check-ins.
- Capacity planning per team member at week level
- Project status, milestones and logged hours in real time
- Alerts when a project risks going over deadline or budget
€2.4M
Invoiced monthly by our users
32%
More deals won after implementation
11h
Saved per week on admin and reporting
4.9/5
Average rating by business owners
Features for owners
Everything an owner needs
Not more features than you need — exactly the right insights to grow.
Live revenue dashboard
MRR, ARR, outstanding invoices, forecast and cashflow — always current, zero manual work.
Sales overview
See at a glance which deals are close to closing and what the expected revenue is.
Team capacity
Who is fully booked, who has space? Plan new work based on real availability.
Automatic invoicing
Invoices go out automatically after project approval — including VAT and reminders.
AI insights
Ask the AI for a monthly summary, at-risk clients or a growth forecast.
Roles & permissions
Decide yourself who can see what — from quotes to time tracking.
Customer stories
What owners say
"I always felt like I was running my agency on gut feeling. Now every morning I see our MRR, the pipeline and which invoices are open. That gives me both peace of mind and ambition."
"We dropped three separate tools and three spreadsheets. Since then my team is more productive and I no longer have to ask where things stand."
Ready to run your agency on data, not gut feeling?
Join hundreds of owners managing their MRR, cashflow and team in one place.
Prefer a guided tour? Book a demo