The Agency CRM

Overview

The product is built around an agency operating model: leads can move through customizable pipelines, while client work, projects, invoices and retainers sit in the same system. Unlimited pipelines and stages, deal forecasts and win probabilities support teams tracking more than one sales process. Automatic follow-up tasks help keep opportunities moving, though the Free plan's single-user ceiling rules it out as a shared team workspace.

Beyond CRM, it includes proposal management, a client portal, email sync and project tracking. Marketing capabilities extend to email campaigns, sequences, visual automations, funnels and landing pages. That range can reduce tool-switching for agencies, but teams seeking a narrowly focused sales CRM may not need the additional breadth.

Key features

Pipeline, AI and automation

The visual pipeline can be shaped with unlimited pipelines and stages, and forecasts and win probabilities add a view of potential outcomes. Its AI assistant can draft quotes, emails and tasks, and summarize pipeline and client information using company context. AI credits are capped by paid tier: 500 per month on Starter, 5,000 on Pro and 20,000 on Business; Enterprise includes unlimited credits and custom AI models.

The visual automation builder, email campaigns and sequences, and no-code funnels and landing pages make this more than a deal tracker. Those tools are most relevant to agencies that want to connect lead generation and follow-up with client operations.

Integrations, mobile and security

Connections include Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online and Moneybird. The documented REST API includes OAuth 2.0, an interactive sandbox and real-time webhooks, although API access and webhooks are reserved for Business in the plan details.

The iOS and Android apps support offline access to leads, deals and contacts, syncing automatically after reconnection. The maker says data is encrypted on EU-based infrastructure, with role-based access, audit logs and a data processing agreement. Support ranges from email support on Free, Starter and Pro to Business priority support with a four-hour response and dedicated Enterprise support.

Pricing

The Agency CRM has a free plan, paid plans billed monthly, and a seven-day trial that does not require a credit card. Paid prices are shown in USD and exclude VAT, despite the general pricing note giving a euro starting price.

Free is useful for evaluating the core CRM, but one seat, five clients and ten monthly invoices are tight ceilings for an operating agency. Starter opens team use to three people and raises the client and invoice quotas, but still imposes both caps. Pro is the first tier without client or invoice limits and allows ten users, making it the clearest fit for a growing small agency. Business costs substantially more, so its case rests on needing a 25-person allowance, white-labeling, API access, webhooks or faster support. Enterprise is aimed at larger organizations that need unlimited users, custom AI or formal service and identity controls.

Platforms

The Agency CRM is available on web, iOS and Android, and provides an API. Offline mobile access is a practical advantage for viewing leads, deals and contacts without a connection, with changes syncing after reconnecting.

Who it's for

Agencies are the primary audience; the maker also identifies IT companies, consultancies and e-commerce teams. It suits teams that want pipeline management alongside client, project, invoice and marketing workflows. It is less compelling for a solo operator or small team whose needs exceed the Free caps but do not justify a paid tier, or for a sales-only team that would leave much of the broader toolkit unused.

Pros and cons

• Pros: Pipeline, client work, project tracking, invoices and marketing automation share one system, a useful fit for agencies managing the whole client lifecycle.
• Pros: Unlimited pipelines and stages plus forecasts and win probabilities can accommodate multiple sales processes.
• Pros: Offline mobile access and a broad set of named integrations support work across devices and common business tools.
• Cons: The free tier's one-user, five-client and ten-invoice monthly limits make it a trial-sized option for most working teams.
• Cons: Client and invoice limits remain on Starter; removing them requires Pro at 79.00 USD per month.
• Cons: API access and webhooks are confined to the 199.00 USD per month Business tier, a significant step up for teams that need those capabilities.

Alternatives

For an alternative focused on the broader category, see Professional Services CRM Software.

• Bigin by Zoho CRM is worth considering for a single user who can work within its free plan's 500 records and one pipeline.
• Zoho CRM offers a free plan for three users, making it an option for a small team prioritizing that free-seat allowance.
• Freshsales has a free plan for up to three users; consider it if that team-size ceiling is the main requirement.
• HubSpot CRM has a free plan with two users and no expiration, a fit for those seeking a time-unlimited free starting point.
• Capsule CRM has a free plan for two users, 250 contacts and one sales pipeline, suiting teams whose contact needs fit within that allowance.
• Magnetic offers a free single-user plan with project management, timesheets, task management and 100MB storage; consider it for solo project work.
• Salesforce Sales Cloud is another freemium CRM option.
• EspoCRM is an open-source CRM option for teams considering open-source software.

Verdict

The Agency CRM is a strong candidate for agencies that want sales, client delivery, invoicing and marketing workflows together, particularly once Pro removes client and invoice caps. Choose it when that breadth and its agency orientation justify the monthly spend; look elsewhere if you need a more generous free team plan or Business-level API access without the jump to 199.00 USD per month.