The CRM for agencies and freelancers — from lead to paid invoice.
Clients, sales pipeline, proposals, projects, time tracking and invoicing in one workspace built for service businesses.
Stop re-typing the same client details into five different tools.
Most CRMs are built for sales teams selling products.
Agencies and freelancers sell time, expertise and projects. The work doesn't end when the deal closes — that's when it starts.
- Leads in one tool, proposals in another
- Projects tracked in a separate board
- Hours logged in a spreadsheet, if at all
- Invoices built by hand from memory
- Clients emailing to ask for status updates
- No clear view of which clients are actually profitable
One system, where the lead, the project, the hours and the invoice are connected.
CRM features for agencies and freelancers
Every module is connected — a won proposal becomes a project, tracked time becomes an invoice, and payments update the client balance.
Client management
Clients, contacts, notes, files and full communication history in one place.
Sales pipeline
Track leads and opportunities through stages you define, with follow-up reminders.
Proposals & quotes
Build proposals from templates and services, send them and get approval online.
Projects & tasks
Turn a won proposal into a project with tasks, milestones and deadlines.
Time tracking
Log hours against projects and tasks for billing and profitability reporting.
Invoicing & payments
Invoice from milestones, retainers or tracked time, and record payments against balances.
Client portal
Clients view proposals, approve work, follow progress and download invoices.
Team & roles
Add team members and freelancers with permissions per client and project.
Reports
Revenue, pipeline, utilization and client profitability at a glance.
From enquiry to paid invoice
The workflow follows how service businesses actually run.
Win
Capture the lead, qualify it and send a proposal from the pipeline.
Deliver
Approved proposals become projects with tasks, owners and deadlines.
Track
Time and milestones are logged against the project as work happens.
Bill
Invoices are generated from what was agreed and delivered, and payments are tracked.
Who it's for
Freelancers — designers, developers, writers, marketers and consultants who want a simple CRM with proposals, time tracking and invoicing, without paying for enterprise sales software.
Small and growing agencies — digital, marketing, creative and development agencies that need shared client records, project visibility and accurate billing across a team.
Built by a software company that runs client projects every day.
Questions it answers
- Which leads need a follow-up this week?
- Which proposals are waiting for approval?
- How many hours have we spent on this client?
- What can we invoice today?
- Who owes us money, and how much?
- Which clients and projects are most profitable?
Agency CRM FAQs
What makes a CRM right for an agency or freelancer?
Does it include invoicing?
Is it suitable for a solo freelancer?
Can clients see their project status?
Can we import our existing clients?
Who owns the data?
Run your agency from one place.
See the CRM in action with your own workflow — from lead to paid invoice.