Getting started

Quick start

This guide sets up The Agency CRM step by step. By the end you’ll have a working environment with your organization, your team, a first client and a sent invoice.

Last updated: July 16, 2026

Budget about ten minutes. No credit card required — the 14-day trial starts automatically when you create your account.

1. Create your account

Go to the dashboard and register with your work email. You’ll get a login code by email — no password needed. After verification you land straight in onboarding.

2. Set up your organization

Enter your company details: name, chamber-of-commerce number, VAT number and logo. These appear automatically on your quotes and invoices. Tip: use the company lookup to fill everything in one click.

2. Set up your organization

3. Invite your team

Invite colleagues by email and give them a role. Roles decide what someone can see and do — from full access to read-only. You can always change roles or deactivate users later.

Owner — Full access, including billing and subscription.
Admin — Manages settings, users and modules.
Member — Works in assigned modules and projects.

4. Add your first client

Create a client under Clients. Add contacts, address and optionally a registration number. From here you can link quotes, projects and invoices to the client.

5. Send your first invoice

Open Invoices, pick your client and add line items. The VAT rate and your branding are applied automatically. Send the invoice by email; the client can pay online right away and you see the status in real time.

Turn on online payments or direct debit under Settings → Payments so clients can pay in one click and you get paid faster.

What now?

Your foundation is in place. Continue with the core modules to bring in leads, deliver projects and automate your marketing.