Manage Clients. Track Time. Get Paid.
Client pipelines, project management, built-in time tracking, and native invoicing. Everything an agency needs — without the tool sprawl.
From Prospect to Paid Invoice
Client management, project delivery, and billing — all connected in one platform.
Client Pipeline
Manage client relationships from prospect to long-term account. Each client gets a unified view with communication history, invoices, and project status.
Time Tracking & Billing
Timer widget, billable hours tracking, and one-click invoice generation from time entries. Configurable hourly rates per client and project.
Project Management
Tasks, Kanban boards, calendar view, subtasks, and deadlines. Link projects to clients and deals for seamless handoff from sales to delivery.
Retainer Invoicing
Recurring invoices for retainer clients with automatic generation. Payment links, tax calculations, credit notes, and AR tracking built in.
Estimates & Proposals
Create professional quotes, get client approval, and convert to invoice with one click. Line items, terms, and branding all customizable.
Circle Collaboration
Internal team chat with threads linked to clients and projects. Keep context where it belongs — no more digging through Slack for that client update.
End the Tool Sprawl
Client data in one tool, time tracking in another, invoicing in a third, and team chat somewhere else. Agencies deserve one platform that connects everything.
CRM for Agencies — Frequently Asked Questions
Streamline Your Agency
Client management, time tracking, invoicing, and team collaboration — all in one platform. No credit card required.