What is Agency CRM?
Agency CRM (Free) Features: ☑ CRM ☑ Calendly meeting ☑ Bird View Pipeline ☑ Onboarded Client/Influencer- SOP/requirements Template ☑ Fresh Tucked Lead Sheet Other Variants are Also Available to upgrade: Agency HQ Classic Agency HQ Premium
Problem
Agencies and freelancers manage client relationships and projects using disjointed tools (e.g., separate CRM, scheduling, SOP templates), leading to inefficient workflows, missed follow-ups, and scattered client data.
Solution
A CRM tool tailored for agencies that centralizes client management, pipelines, Calendly meetings, SOP templates, and lead tracking. Users can view entire pipelines, onboard clients with templates, and track leads in one platform.
Customers
Agency owners, marketing professionals, and freelancers managing multiple clients who need streamlined workflows and client lifecycle management.
Unique Features
Bird’s Eye View Pipeline for visual project tracking, embedded Calendly meetings, pre-built client onboarding SOP templates, and integrated lead sheets.
User Comments
Simplifies client management for agencies
Affordable alternative to complex CRMs
Saves time with built-in templates
Intuitive pipeline visualization
Limited integrations compared to competitors
Traction
Free version available; upgraded plans (Classic, Premium) priced for agencies. Launched on ProductHunt with 100+ upvotes; founder’s social data unavailable from provided links.
Market Size
The global CRM software market is projected to reach $69.6 billion in 2024 (Statista).
