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Contacts

One directory for everyone

Clients, leads, and collaborators in one shared directory. Every contact linked to their projects, invoices, and messages.

yourcompany.agencly.app/contacts
yourcompany.agencly.app/contacts
N

Northwind Co

hello@northwind.co

Active

Profile

Member since Aug 2026

Last active: 2h ago

Assigned Projects

Website refreshActive
Brand systemCompleted

One directory

Everyone your agency works with

Directory
NNorthwind CoClient · 2 contacts
SSarah JohnsonLead · from website form
BBrightLabsPartner · design retainer

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
Contact profile

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 groups
▾ Active clients
Northwind Co · 2 projects
Pixel Labs · 1 project
▸ Pending invites

Client company profiles

Group people under companies. Multiple stakeholders, one client.

  • Company grouping
  • Multiple contacts
  • Primary contact
  • Portal users
From lead to client
Lead wonContact createdProject + portal ready

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.

G

Google Contacts

Contacts

Replaced by Agencly Contacts

HubSpot

HubSpot CRM

CRM

Replaced by Agencly Contacts

S

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.

14-day free trial No credit card required Cancel anytime Your data is exportable