All Your Clients in One Place
Manage every aspect of your client relationships: Messages, invoices, services, client notes, and files.
Build comprehensive client profiles with contact details, service history, custom fields (referral source, industry, location), and relationship notes—all searchable and filterable for quick access.
Create custom fields tailored to your agency needs—track referral sources, contract terms, key contacts, and client preferences. Add timestamped notes for every interaction to maintain complete relationship history.
Project-based conversations keep client communication organized. Each project gets its own thread with file attachments, eliminating email chaos and ensuring nothing gets lost in long threads.
Monitor active subscriptions, hourly credit balances, and service status (active, paused, cancelled) per client. See which services drive revenue and which clients need attention at a glance.
View complete financial relationship with each client—all invoices, payment dates, outstanding balances, and payment methods. Track retainer usage and subscription renewals in one place.
Centralized file storage per client with folder organization. Store brand assets, project deliverables, contracts, and reference materials—accessible to your team and clients through the portal.
Built-in Client Messaging
No more long email threads. Keep everything organized and chat with your clients directly in your portal.
Project Conversations
Organize client discussions by creating separate conversations for each project.
Send Files
Share files securely and conveniently with your clients, all within the platform.
Email Notifications
Stay updated with email notifications for new messages and client communications.
Team Collaboration
Internal team notes and collaboration tools to coordinate client work.
Streamline Your Agency Operations
Centralized Client Information
All client data, files, and communication history in one organized dashboard.
Better Client Service
Access complete client history and preferences to provide personalized service.
Improved Communication
Built-in messaging keeps all client communication organized and professional.
Based on average results reported by AgencyPro customers.
Frequently Asked Questions
How does the CRM integrate with other features?
The CRM is the central hub of AgencyPro. Every client profile connects directly to their invoices, active services, projects, messages, and files. When you create an invoice or start a project, the client relationship is automatically linked — so you can see the full picture from one profile. This eliminates context-switching between separate tools for billing, project management, and communication.
Can I import contacts from another CRM?
Yes. Import client data from CSV files with mapped fields, so you can bring in contact details, custom fields, and notes from your existing CRM or spreadsheet. For agencies migrating from tools like HubSpot, Salesforce, or a spreadsheet, the import process handles field mapping to preserve your data structure.
Does the CRM track client communication?
Yes. Every message sent through the built-in messaging system is logged against the client profile. You can view the full conversation history per project, add internal notes visible only to your team, and attach files within conversations. Email notifications keep clients informed without them needing to log in constantly.
Can I segment clients into groups?
Yes. Use custom fields, tags, and service status (active, paused, cancelled) to segment clients. Filter your client list by industry, service type, revenue tier, or any custom criteria you define. This makes it easy to identify high-value accounts, spot clients due for renewal, or target specific segments for upselling.
Is there a limit on the number of contacts?
No. Store unlimited client contacts and company profiles on all paid plans. Each contact can have custom fields, notes, file attachments, and a complete service and billing history. There are no per-contact fees or storage limits on client data.
How is AgencyPro CRM different from HubSpot or Salesforce?
Traditional CRMs like HubSpot and Salesforce are built around sales pipelines, lead scoring, and deal management. AgencyPro CRM focuses on the post-sale relationship — managing active client accounts, tracking services delivered, organizing project files, and centralizing client communication. If you need sales pipeline management, you would use a traditional CRM alongside AgencyPro. Where AgencyPro shines is connecting client records directly to invoicing, project management, client portals, and time tracking — everything needed to manage delivery for clients you've already signed.