Client management CRM for agencies
Manage client details, services, status, payments, retainers and follow-ups in one agency CRM — instead of juggling Excel, WhatsApp and Drive.
Who it's for
Agencies managing multiple active clients with recurring work.
Problem it solves
Client info, services delivered and dues are scattered across tools.
Relevant features
- Client profile
- Services & status
- Retainers
- Payments
- Follow-ups
Common problems agencies face
Client info in too many places
Brand assets, scope, billing, contacts — all scattered.
Renewal blind spots
Contracts end and nobody noticed because no system flagged it.
Missed touchpoints
Active clients deserve regular check-ins; manual systems forget.
How AgencyCRM solves them
One client profile
Contact, services, status, dues, retainer — in one place.
Retainer linkage
Active retainers and renewal dates surfaced automatically.
Follow-ups for clients too
Schedule check-ins, not just sales follow-ups.
Key features
Client profile
Contact, services, status, notes.
Retainer tracking
Monthly retainer amount and renewal date.
Payments per client
Outstanding, paid, overdue.
Convert lead to client
Single-click conversion preserves the full lead history.
Call & WhatsApp logs
Audit trail of every conversation.
Reports
Active clients, retainer revenue, churn.
Plans in INR — start free, upgrade when you grow
Free (₹0, 30 leads) · Pro (₹299/month) · Enterprise (₹599/month). All plans support UPI & Razorpay.
FAQs
Related pages
Ready to run your agency in one workspace?
Start with the Free plan and upgrade only when you grow. INR pricing, UPI supported.