Contacts
One directory for everyone
Clients, leads, and collaborators in one shared directory. Every contact linked to their projects, invoices, and messages.
Contacts
3
Total Deals
$20.3k
Total Value
$11.5k
Weighted
One directory
Everyone your agency works with
Shared directory
One place for every person your agency works with. No more personal address books.
- Client records
- Lead records
- Partner/vendor records
- Custom fields
Northwind Co
3
Projects
$4,450
Invoices
12
Messages
Everything about this client, one click away.
Linked history
Open a contact and see their projects, invoices, contracts, and conversations together.
- Related projects
- Invoice history
- Contract history
- Message threads
Organize & import
Clean data from day one
Client company profiles
Group people under companies. Multiple stakeholders, one client.
- Company grouping
- Multiple contacts
- Primary contact
- Portal users
Import & export
Bring contacts from a CSV on day one. Take them anywhere, anytime.
- CSV import
- Export anytime
- Duplicate merge
- Tagging
Consolidate your stack.
Contacts replaces standalone tools. Here is what your agency can drop.
Google Contacts
Contacts
Replaced by Agencly Contacts
HubSpot CRM
CRM
Replaced by Agencly Contacts
Scattered spreadsheets
Spreadsheets
Replaced by Agencly Contacts
Part of the whole.
Because Contacts lives in the same workspace as everything else, the data connects itself. No context-switching.
Leads
Won leads convert into client contacts
Client Portal
Portal users come from contact records
Invoices
Invoices bill against client contacts
Ready to run contacts in Agencly?
Start a free workspace and see how Contacts fits your agency. No credit card, no commitment.