Agencify CRM · Built for digital agencies
The digital agency
operating system.
Run your whole agency from one place. Clients, projects, tasks and time, invoices and a branded client portal, all connected, so nothing falls between the tools.
- Set up in minutes
- No card needed
- Invite your whole team
Sound familiar?
Your agency runs on great people and far too many tabs.
Most agencies stitch their operation together from tools that were never built to talk to each other. Every handover is a copy and paste, and the full picture of a client lives in someone’s head.
-
Clients in spreadsheets
Contacts, notes and history spread across sheets nobody quite trusts.
-
Projects in a PM tool
Delivery lives somewhere else, disconnected from the client it’s for.
-
Invoices in another app
Retainers, deposits and overdue payments tracked by hand, if at all.
-
Approvals in email
Feedback and sign-off buried in threads, hard to find when it matters.
Agencify CRM replaces the patchwork with one workspace, shaped around how agencies actually win, deliver and get paid.
What’s in the first release
Everything your agency runs on.
Five connected areas that cover the everyday operation of an agency, from the first conversation to the final invoice.
-
CRM & clients
Every client, contact and conversation in one place, with the full picture a click away.
More on CRM & clientsfeatures -
Projects
Plan and run client work in list, board or calendar views, with milestones that keep it moving.
More on Projectsfeatures -
Tasks & team
Assign work, see who has capacity and track hours against tasks, projects and retainers.
More on Tasks & teamfeatures -
Finance
Invoices, payments, deposits and retainers, with recurring revenue tracked properly.
More on Financefeatures -
Client portal
A branded space where clients see progress, share files, approve work and pay invoices.
More on Client portalfeatures One workspace, not five tools.
Every area shares the same clients, people and data, so nothing needs re-typing.
See all features
How it fits together
From first hello to happy client, in one place.
Win a client
Add the client, their stakeholders and billing contacts, with every conversation on record.
Deliver the work
Spin up a project from a template, assign tasks and track hours as the team goes.
Get paid
Raise invoices, take deposits and keep retainers and recurring revenue on track.
Keep them happy
Share progress, files and approvals through a branded portal they’ll actually use.
Client portal
Give clients a window, not an inbox.
A branded portal where clients can see how their work is going, share files, approve deliverables and pay invoices. Fewer chasers, clearer sign-off, and a more professional experience from day one.
- Branded as your agency
- Project updates, shared files and document requests
- Approvals with version history and sign-off records
- Invoices in the same place as the work
- Internal notes kept separate from what clients see
Coming later
Add-on suites, when you need them.
Optional extensions to the core workspace for agencies that want to do more in one place. They’re planned for after the first release.
- Planned
Sales Suite
Pipelines, prospecting and follow-ups to win the next client.
- Planned
Web Suite
Build, host and look after client websites without leaving Agencify CRM.
- Planned
SEO Suite
Research, audits and rank tracking, including generative engine optimisation.
- Planned
Paid Suite
Run Google and Meta campaigns with budgets, pacing and attribution in view.
Join the waitlist
Be first through the door.
Agencify CRM is in development. Join the waitlist and we’ll let you know as soon as there’s something for your agency to try. We’d love to hear how you work, too.