From first lead to final invoice, in one place.
Agency CRM connects your pipeline, contracts, projects, and billing — so you spend less time on admin and more time on results.
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Everything your agency needs
One platform for every stage of client work — from the first ad click to the final payment.
Lead Pipeline
Capture leads from Meta, Google, and TikTok ads automatically. Move prospects through your sales funnel with a visual Kanban board.
Proposals & Contracts
Send branded offers and get contracts signed digitally — no third-party tools needed. Track every status from draft to signed.
Invoice & Billing
Generate invoices from contracts in one click. Automated monthly billing, partial payments, and overdue reminders built in.
ROI Analytics
Connect ad accounts and track spend, ROAS, CPL, and conversion rates per project. Real data — no spreadsheets.
Project Management
Track deliverables, log time, and manage your team across every client engagement with Gantt charts and task boards.
Automation Engine
Schedule recurring billing, sync ad metrics, and send reminders automatically. Focus on work, not admin.
Ready to run a tighter agency?
Join agencies who manage every client from lead to invoice in one system.
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