A CRM for agencies running several clients at once

One board per client, or one per service, your call

Pipelinesaren’t fixed to one shape. Run a pipeline per client if you manage each relationship end to end, or a pipeline per service line if the same client buys more than one thing from you. Custom fields, tags and saved views let each team filter down to only the work that’s theirs.

Quotes built from a catalogue, not from memory

Offeringshold the services you sell with a price and a unit attached, and a quote is built by pulling lines from that list. That means the retainer price a new account manager quotes in month one matches what a senior partner would have quoted, because it’s coming from the same record either way.

A client email is the team’s, not one inbox’s

The shared team inboxputs every account’s mail in one queue with assignment, snooze, archive and spam handling, so a reply doesn’t stall because the account lead is on a plane. Internal comments let the team coordinate on a thread without that back-and-forth ever reaching the client or getting quoted into a reply by mistake.

Bounce detection only suppresses an address on a hard failure, not a soft delay, so a client mail server having a slow moment doesn’t get treated as a dead contact.

Booking links for discovery calls and check-ins

Booking linksput a scheduling page in front of each team member, with their own working hours, buffers and notice period, synced to their real Google or Outlook calendar. A prospective client books straight onto a slot that’s actually free, and a Google Meet, Teams or Zoom link goes out with the confirmation.

A brief before the client call, drafted where you work

Agent Briefreads a client’s timeline and returns a summary, an engagement score and a recommended next action before you dial in. And because the MCP connector puts the CRM in Claude and ChatGPT, an account manager can ask the assistant to draft the follow-up without switching tools, with every send held as a draft until a person approves it.

Common questions

Can we run a separate pipeline per client or per service line?

Yes. Pipelines, tags, saved views and custom fields all support that split, whether you organise by client, by service, or both. A deal, a contact and a company can each carry the custom fields your agency actually tracks.

What happens to a client email if the account owner is out?

It sits in the shared inbox, unassigned or assigned to them, but visible to the whole team either way. Anyone can pick it up, and internal comments let a colleague brief the next reply without it ever being synced anywhere or quoted back to the client.

Can we send a proper quote instead of a price in an email?

Yes. Quotes are built from your offerings catalogue, so a quote line pulls its price and unit from the same place every time instead of someone retyping a number from memory.

Does the AI connector see all our clients at once?

Only your workspace's data, and only what a signed-in user could already see. Every query is scoped to your workspace, and the MCP connector inherits that: it can't read or write across clients you don't have access to.