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Features

One workspace. Your whole agency.

Here’s what we’re building for the first release, and what’s planned after it. Agencify CRM is in development, so details may change as we learn from agencies like yours.

First release

The core workspace

CRM & clients

Know exactly where every relationship stands, from the people who sign off work to the people who pay for it.

  • Client and contact records, including stakeholders, decision-makers and billing contacts
  • A client overview with active services, projects, invoices and recent activity
  • An agency overview dashboard so you can see the whole business at a glance
  • Communication history covering emails, calls, meetings and internal notes

Projects

Websites, campaigns and retainers all run a little differently. Agencify CRM gives each the shape it needs.

  • Project management with list, board and calendar views
  • Milestones, deadlines and clear project ownership
  • Reusable project templates for websites, campaigns and retainers

Tasks & team

Give everyone a clear view of what matters today, and give yourself a clear view of the team.

  • Team tasks and personal to-do lists, with daily, weekly and monthly views
  • Assigning work, priorities and recurring tasks
  • Task dependencies, including work blocked by client input
  • Team workload and capacity planning, including freelancer assignments
  • Hour tracking against tasks, projects and retainers

Finance

Get paid for the work you do, on time, without juggling a separate invoicing app on the side.

  • Invoice creation and management
  • Taking and tracking payments
  • Deposits and overdue payment reminders
  • Recurring invoices, retainers and recurring revenue tracking
  • Revenue broken down by client and service, including recurring versus one-off

Client portal

Fewer “just checking in” emails. Clients get one calm, branded place for everything they need from you.

  • A client portal branded as your agency
  • Project updates, shared files, document requests and invoices
  • Feedback and approval requests, with version history and sign-off records
  • Internal notes kept separate from client-visible updates

Coming later

Add-on suites

Optional extensions to the core workspace. They’re planned rather than in progress, and the order they arrive in hasn’t been decided yet.

Planned

Sales Suite

Pipelines, prospecting and follow-ups to win the next client.

  • Sales pipeline with configurable stages, deal values and expected close dates
  • Lead records with source tracking, tags, ownership and qualification notes
  • Prospect finder and a lead generation builder
  • Email and SMS sequences, plus landing page creation
  • Cold calling lists, call notes, outcomes and callback reminders
  • Scheduled follow-ups and reminders for unanswered proposals
Planned

Web Suite

Build, host and look after client websites without leaving Agencify CRM.

  • Website builder with reusable templates and website cloning
  • AI generation for images and text
  • Hosting, domains and website/business email management
  • Forms and website analytics
Planned

SEO Suite

Research, audits and rank tracking, including generative engine optimisation.

  • Keyword research and rank tracking
  • GEO (generative engine optimisation)
  • Technical, content and link audits
  • Content briefs
  • The ability to purchase backlinks
Planned

Paid Suite

Run Google and Meta campaigns with budgets, pacing and attribution in view.

  • Google Ads and Meta integrations for campaign delivery
  • Campaign management and creative assets
  • Budget pacing, campaign budgets and performance targets
  • Revenue attribution

Made for the way agencies work.

Tell us about your agency and be first to try Agencify CRM.

Join the waitlist

The CRM for digital agencies. Clients, projects, team, finance and a branded client portal, together in one workspace.

In development. Join the waitlist.

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