All features

One system for the whole lifecycle — plus the AI layer on top

Underneath runs the operation: lead, client, project, invoice, retainer. On top sits the AI layer, split into four parts you can keep apart — Platform, Assistant, Agents and Context.

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One system for the whole lifecycle — plus the AI layer on top

Trusted by agencies and teams across the Netherlands

Knus & KleinStudio VonkBouwgroep NoordVélo ReizenHelder ITAtelier MaraNovaWebGroen & CoKnus & KleinStudio VonkBouwgroep NoordVélo ReizenHelder ITAtelier MaraNovaWebGroen & Co

Results teams see every day

500+

Active teams

32%

More deals won

11h

Saved per week

€2.4M

Invoiced monthly

The four buckets

Where to find what

The product structure in four parts. What you configure sits in Platform, what you ask sits in Assistant, what you hand off sits with Agents, and what it is all about is Context — your own operation.

Platform

Integrations, the MCP server, model choice, credits and the platform’s own billing.

Assistant

The AI workspace: chat, skills, knowledge, gallery and files — with 250+ tools underneath.

Agents

Agent Studio, the agent office, flows and the send gate with human approval.

Context

The operation itself: clients, projects, quotes, hours and prices — the features below.

Context · Sales & pipeline

Close more deals, in less time

Manage your entire sales process — from first contact to signed contract — in a visual, intuitive environment.

Pipeline management

Visual drag-and-drop pipeline with unlimited stages. See at a glance which deals need attention.

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Lead management

Capture leads automatically via forms, chat and integrations. Enrich them with company data and assign them.

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Website visitors

Identify the companies visiting your site and turn anonymous traffic into scored leads.

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Sales inbox

All emails, conversations and notes per deal in one place. No more switching between your CRM and mailbox.

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Quotes

Create professional quotes in seconds, send them with one click and track the status in real time.

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Context · Marketing

Let the follow-up run itself

Build email flows, funnels and automations that warm up leads and activate clients — fully wired into your CRM.

Email marketing

Campaigns, newsletters and broadcasts. Segmented on your CRM data — fully responsive.

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Funnels

Build lead magnets, opt-in pages and sales funnels without code. A/B-test your conversion.

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Content machine

Plan, write and publish content for blog, social and email — with AI assistance for every format.

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Automation

Visual builder for email flows, task triggers and CRM actions. Set it once, then it runs itself.

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Context · Delivery & finance

From delivered work to paid invoice

Projects, hours and margins on one side; invoices, receipt OCR and bank reconciliation on the other. What you deliver and what you invoice live in the same system, so your numbers add up without a monthly catch-up.

Reporting

Live dashboards for revenue, MRR, conversion rate and forecast. Always current, always insightful.

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Invoicing

From quote to invoice in one click. Including automatic reminders, VAT and recurring invoices.

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Projects & tasks

Deliver projects on time with tasks, planning, time tracking and a custom client portal.

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Integrations

41 ready-made integrations — Google Workspace, Slack, Stripe, Mollie and more. The rest via Zapier or the open REST API.

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Assistant, Agents & Platform

The AI layer: ask, execute, connect

A workspace where you ask and create, agents that pick up work with a send gate in front of them, and the integrations that hang the whole thing off your existing stack.

AI assistant

Type what you need — quote, summary, email or analysis — and the AI handles it in seconds.

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Agent Studio & agent office

Build agents, put them to work and keep them together in one office. Anything going outward waits in the send gate for your approval first.

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MCP server

Connect Claude or any other AI client straight to your CRM — the same tools, from outside the platform.

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AI Brain & Copilot

A knowledge graph of your business, a copilot that acts and an MCP connector to Claude.

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Email sync

Two-way sync with Gmail and Outlook. All communication automatically linked to the right deal or client.

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Mobile app

Full CRM access on iOS and Android. Call leads, view your pipeline and add notes on the go.

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Security & GDPR

Encryption on European servers, role-based access, audit logs and a full data processing agreement.

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AI assistant

A teammate that knows your whole CRM

Ask anything, make anything, analyse anything. Type "draft a quote for €3,500" or "which leads have been quiet for 7 days?" and the AI takes care of it — with context from every deal, client and project in your account.

Drafts quotes, emails and task lists
Summarises pipeline, clients and projects
Works with your own company context and tone of voice

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Rated 4.9/5 by 500+ teams

Agencies, IT companies, consultancies and e-commerce teams across the Netherlands choose The Agency CRM to replace their stack and move faster.

GDPR compliantEuropean serversSOC 2 readyDutch support team

Ready to put your whole lifecycle on one system?

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