For agencies
Agency CRM
Purpose-built for agencies — multi-tenant, white-label, and automation-first.
Run every client on one platform.
What Agency CRM does for you.
The same AI-native platform, focused on the outcome that matters most for your team.
- 01
Multi-tenant by design
Run every client on one platform with isolation built in.
- 02
White-label included
Ship the CRM under your brand on every plan — no upsell.
- 03
Automation-first
Onboarding, reporting, and renewals run themselves so you scale headcount-light.
One system. Every plan.
Every figure here is something the product includes, on every plan.
- Autonomous AI agents, working 24/7
- 8
- Native integrations
- 70+
- Karrie never clocks out
- 24/7
- of plans include unlimited contacts
- 100%
One platform, fewer compromises.
Capabilities other CRMs lock behind enterprise tiers or sell as add-ons come standard here, so Agency CRM never means a second tool.
- Eight autonomous agents on every plan
- Revenue forecasting and AI lead scoring built in
- White-label and multi-tenant ready for agencies
- 70+ native integrations with two-way sync
- Full audit trail with human-in-the-loop approvals
- Starts at $49/month — no per-seat penalties
One login for every client account.
Each client gets its own workspace inside your organization, isolated at the database level, with its own pipeline, contacts, workflows and numbers; you switch between them without signing out. White-label is on every plan, and the Agency plan adds unlimited seats and the right to resell the platform under your own pricing.
- Client workspaces on every plan, isolated at the database level
- White-label branding on every plan: logo, domain, colors, login
- Client portal for approvals, deliverables and documents
- Per-number receptionist fronts: each client line answered in its own name
- Onboarding and reporting workflows that run themselves
- Agency plan: unlimited users and reseller rights
The agency stack in three pages: white-label and resale, the client portal, and the receptionist that answers each client line. Client websites are built in the same account, with the AI website builder and a review link for sign-off. Running clients’ ads? Meta ads puts each Facebook and Instagram ad’s results beside the leads, deals and money it brought into the CRM, so the report shows customers, not just clicks.
Explore similar solutions.
Agency CRM, answered.
Both, on purpose. Your agency's own pipeline lives in your default workspace; each client account gets its own workspace with its own contacts, deals, workflows and numbers. Members see only the workspaces they are given, and the data is separated at the database level, not by a filter.
On the Agency plan, yes: one flat price for unlimited seats and client workspaces, packaged under your brand at your pricing. Client workspaces themselves are on every plan; resale rights are what Agency adds.
Typically within a day. Create the workspace, drop in the client's branding, connect their numbers and mailbox, deploy the onboarding workflow template, and hand over a login on your own domain.
Their portal: the projects you share, deliverables to approve, documents to sign, client-facing wiki pages and the reports you publish, all on your brand. Never your other clients and never your internal notes.
Yes. Buy or connect a number per client on your Twilio account, and the AI receptionist can answer each one with its own business name, greeting and instructions.
No. Client workspaces sit inside your organization and your plan; you decide what, if anything, to charge the client.
Get started with Agency CRM.
Start your 7-day free trial. No credit card. Karrie is ready on day one.