Documentation
Welcome to The Agency CRM docs
Everything you need to set up The Agency CRM and get the most out of it — from your first lead to a signed contract and a paid invoice. Work through the guides top to bottom, or jump straight to the module you need.
One platform, your whole agency
The Agency CRM brings sales, marketing, projects and invoicing into one workspace, with an AI assistant that knows your entire CRM. This documentation explains how each module works and how to connect the pieces.
Quick start
The four most-used starting points. Click through to get going right away.
Getting started
Set up your account, invite your team and add your first client and invoice.
Read moreAI assistant
Let the copilot run tasks, look up data and write proposals.
Read moreQuotes & invoices
From quote to invoice to payment — including VAT and credit notes.
Read moreMarketing & funnels
Build funnels, send campaigns and automate your follow-up.
Read moreNo account yet?
The core modules
The Agency CRM is built from modules that work together seamlessly. These are the most important ones:
- Leads & pipeline — Capture leads from any source, enrich them automatically and drag deals through your sales pipeline.
- Quotes, invoices & contracts — Draft quotes, turn them into invoices and have contracts signed digitally.
- Projects & time — Deliver projects on time, plan tasks and log hours you can invoice directly.
- Marketing & funnels — Email campaigns, landing pages and funnels that bring in and follow up on leads.
- Reporting — Dashboards and forecasts that show how your agency is doing.
- AI assistant — A copilot that knows your data, runs tasks and generates content.
Need help?
Stuck? Ask the AI assistant in your dashboard, or reach out to support through the help center.