The operating system for your agency — from first lead to running retainer.
One system carries the whole operation: leads, clients, projects, invoices and retainers. On top of it an AI layer — a workspace where you ask and create, agents that pick up the work, and a send gate where you keep the final say.
Free plan · no credit card · live in 5 minutes
In 12 seconds
Why agencies switch
Three quick reels, straight from our own ad engine — built with The Agency CRM.
Product tour
One workspace. The whole lifecycle.
From first lead to running retainer — see how every stage inherits the context of the one before it.
Sales pipeline
Drag deals through your stages and forecast revenue weeks ahead.
Agencies run their operations here
Keep lead and client records complete — live-enriched, cleaned, and ready for your pipeline.
Agency — data clean room
- Enrichment tools
- Clean & format data
- Update records
500+
Teams use it daily
€2.4M
Invoiced monthly
32%
More deals won
11h
Saved per week
Agency OS
Not another tool. The system the rest fits into.
Twelve subscriptions that never talk to each other is the standard in this trade. The Agency CRM runs the whole lifecycle on one data model: the lead that becomes a client, the project that follows, the invoice that comes out of it and the retainer that keeps running — without a single export.
01
One lifecycle, no exports
02
One source of truth
The lifecycle
The lifecycle, from first contact to steady revenue
Five stages that most agencies split across five systems. Here it is one chain — every stage inherits the context of the one before it.
1 · Lead
2 · Client
3 · Project
4 · Invoice
5 · Retainer
And the AI on top
The AI layer
Four buckets, not thirty-two menu items
The operation is the base. What sits on top of it in AI falls into four parts you can keep apart — so you know where you configure something, ask something, or hand something off.
Platform
Assistant
Agents
Context
Pipeline management
See where every deal stands at a glance
A visual pipeline you drag the way you think. Weigh deals by value, get nudged when something stalls and forecast revenue weeks ahead.
- Unlimited pipelines and stages
- Automatic follow-up tasks per stage
- Forecast and win-probability per deal
AI assistant
A teammate that never sleeps
Type what you want — “draft a quote for Knus & Klein for €2,500” or “which leads are hot?” — and the AI handles it, with the context of your entire CRM.
- Drafts quotes, emails and tasks
- Summarises your pipeline and clients
- Works with your own company context
Marketing & automation
Let the follow-up run itself
Build email flows, funnels and automations that warm up leads and activate clients — without you having to remember a thing.
- Visual automation builder
- Email campaigns & sequences
- Funnels and landing pages, no code
Onboarding
Live in 5 minutes
No months-long implementation. Import, invite your team and go.
Import your data
Set up your pipeline
Invite your team
Customer stories
Teams that never want to go back
"Since we run everything in The Agency CRM, we’ve halved our quote turnaround. The AI writes the draft, we just hit send."
"Finally one place for leads, projects and invoices. My team no longer logs into four tools a day."
"The pipeline finally gives me grip on revenue. I can see weeks ahead what’s coming."
Compare
Why teams switch
All the power of the big names, without the price tag and the complexity.
| The Agency CRM | Other CRMs | |
|---|---|---|
| Whole lifecycle in one system: lead → client → project → invoice → retainer | ||
| AI assistant included | Add-on | |
| AI agents that do the work, with human approval before anything is sent | ||
| Industry packs that set up your workspace | ||
| Dutch invoicing & VAT | ||
| Unlimited pipelines | Limited | |
| Your own branding (white-label) | ||
| Transparent pricing, from | €0 | €80+ /user |
Pricing
Fair pricing that grows with you
Start free. Upgrade as your team grows. Cancel monthly.
Free
For freelancers just starting out.
- 1 user
- Up to 5 clients
- 10 invoices / month
- Basic CRM & pipeline
- 41+ connectors
- Email support
Connectors included
41+ integrations — also on Free.
Pro
For agencies that want it all.
- Up to 10 users
- Unlimited clients
- Unlimited invoices
- AI writer + scraper
- Advanced automations
- 5,000 AI credits / month
- Full white-label
Business
For agencies managing multiple clients white-label.
- Up to 25 users
- Everything in Pro
- Multi-tenant white-label
- 20,000 AI credits / month
- API access + webhooks
- Priority support (4h response)
- Dedicated onboarding session
- Custom domain on all tenants
See full pricing & features Not sure which plan fits? Calculate your price
Frequently asked questions
Yes. Import clients, leads and deals in a few clicks from Excel/CSV or your current CRM. Need a hand? Our team migrates it for you, free.
Ready to run your agency on one system?
Join 500+ teams managing lead, client, project, invoice and retainer in one place.
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