Purpose-Built CRM for Agencies
CRM for Agencies that Closes More Clients & Delivers Better Results
CRM for agencies helps you capture leads, manage pipelines, automate follow-ups, onboard clients, track projects, report results, and scale β without drowning in tools.
Stop Tool Sprawl. Start Running Your Agency on One System.
One CRM that handles leads, sales pipelines, onboarding, client communication, fulfillment workflows, and reporting β so your team stays sharp and your clients stay happy.
Lead Capture & Pipelines
Funnels, forms, DMs, and landing pages routed into pipelines that keep deals moving.
Sales Follow-Up Automation
Instant SMS/email follow-ups, no-show sequences, and nurture campaigns that close more clients.
Client Onboarding
Automate intake forms, kickoff emails, access requests, and task handoffs to your team.
Fulfillment & Reporting
Track deliverables, approvals, notes, and performance updates from one dashboard.
Everything a Modern Agency CRM Should Have
Replace 10+ tools β and run your entire agency inside one platform.
Agency Pipelines
Lead β Booked β Qualified β Proposal β Closed β Onboarding β Active.
Unified Inbox
Email, SMS, WhatsApp, and DMs β all logged to the client record.
Calendars & Booking
Discovery calls, strategy sessions, onboarding calls β automated reminders included.
Client Portals
Share updates, files, tasks, and reports securely in one portal.
Billing & Retainers
Collect payments, manage retainers, handle subscriptions, and reduce churn.
Dashboards & Reporting
Track pipeline, client health, KPIs, and ROI β so renewals are easy.
Automations that Scale Your Agency
- β’ Instant inbound lead follow-up
- β’ No-show + rebook sequences
- β’ Proposal follow-ups & reminders
- β’ Client onboarding workflows
- β’ Review requests & referrals
- β’ Renewal / retention sequences
Example Flow: Lead β Call β Proposal β Client
- Lead enters pipeline
- Auto SMS/email sent within seconds
- Lead books a discovery call
- Pre-call form + reminders trigger
- Proposal follow-up sequence runs
- Client onboarding + portal activates after payment
Simple GoHighLevel Pricing
Choose a plan and start your free trial.
Agency Starter
Perfect for small teams.
- Pipelines & inbox
- Booking & reminders
- Basic automation
Agency Pro Most Popular
For growth-focused agencies.
- Unlimited funnels
- Advanced automations
- Client portals
SaaS Mode
White-label your own agency CRM.
- Sell your own CRM
- In-app billing
- Automated provisioning
Pricing mirrors GoHighLevel tiers.
What Agencies Say
βWe doubled booked calls in 30 days with instant lead follow-up.β
β Daniel, PPC Agency Owner
βClient onboarding is finally clean. No more chasing logins and assets.β
β Priya, Marketing Agency
βReporting improved retention. Renewals are way easier now.β
β Mike, SEO Agency
FAQ: CRM for Agencies
Does this work for any type of agency? οΌ
Yes β PPC, SEO, social media, web design, creative, and full-service agencies use this CRM.
Can I manage retainers and recurring billing? οΌ
Yes β collect payments, manage subscriptions, and automate renewals to reduce churn.
Is client data secure? οΌ
Absolutely β client communications and records are encrypted and stored securely.
Can I import my clients and pipelines? οΌ
Yes β import contacts, tags, opportunities, and pipelines via CSV.
Ready to Scale Your Agency?
Launch your agency CRM today β close more clients, deliver faster, and retain accounts longer.