CRM for service agencies with pipeline, tasks, contracts and invoicing
For marketing, consulting, accounting, HR and IT agencies selling projects and retainers while managing status in chats and spreadsheets.
Request a consultation →Pipeline
Each deal has stage, value, probability, next action and owner.
Delivery link
After signing, the CRM creates project, tasks, milestones and client communication.
Retainers
We track retainers, renewal dates, hours, limits and invoicing.
Management control
Dashboards show forecast revenue, utilization, overdue work and churn risk.
How the project works
We start with a 60-90 minute workshop, map the workflow, roles, data and integrations. Then we return an MVP scope, fixed budget and a 4-8 week rollout plan. The first version is production-ready: permissions, dashboard, Excel import, audit log and API links to the tools you already use.
Related services: CRM system · task system · custom software
