CRM for Agencies
Agencly is a CRM built for agencies: track leads and deals through customizable stages, then convert a won deal into a project with one click, without re-entering data.
The problem
Generic CRMs are built for sales teams, not agencies. They track contacts but not deliverables, billing, or client portals. Agencies end up with a CRM for prospects and a separate system for clients, and the handoff between them loses context. Agencly closes that gap.
What you get
Lead pipeline
Track leads through customizable deal stages. See what is moving and where deals stall.
Custom deal fields
Add the fields that matter to your agency: budget, scope, source, timeline, and more.
Deal to project conversion
Convert a won deal into a project with one click. Contact and budget data carry over automatically.
Contacts and client groups
Organize contacts and group clients for cleaner reporting and permissions.
Client lifecycle in one place
The same workspace holds prospects, active clients, invoices, and contracts, so nothing falls through a handoff.
Frequently asked questions
Is this a sales CRM or an agency CRM?
It is a CRM built for agencies: pipeline and deals on the front, delivery, billing, and client portals on the back.
Can I customize deal stages?
Yes. Stages are fully customizable to match how your agency actually sells.