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CRM

CRM for agencies that keeps clients, chats and work together

Track leads and proposals, reply to every client from one inbox, and link each client to their projects and invoices. A CRM for agencies that does not need its own admin person.

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Free plan, no card needed. Or book a demo.

Why agencies outgrow spreadsheets and chat apps

An agency lead usually arrives on WhatsApp or Instagram, gets a proposal by email, turns into a project in another tool and an invoice in a fourth. When a client asks "where are we?", someone has to piece the story together by hand.

startbuddi keeps that story on one client record. The conversation, the deal, the signed proposal, the project and the invoice all sit on the same page, and your team works from the same list.

What a good agency CRM needs

  • A pipeline with your own stages, from enquiry to signed.
  • One inbox for WhatsApp, email and social DMs, shared by the team.
  • Clients linked to projects, so delivery and sales see the same record.
  • Invoices on the client, so you know who has paid before you start the next phase.

Running the whole agency here? See startbuddi for agencies for the day-to-day view.

  • A pipeline per service lineRetainers, one-off projects and renewals can each have their own stages.
  • Proposals from the client recordSend an estimate or proposal and turn it into an invoice when it is accepted.
  • Shared inbox for the teamAssign conversations so two people never answer the same client.
  • Client portalsClients follow progress and approve work in their own portal.
Pipelines

One pipeline for new business, another for renewals.

Agencies sell in more than one way. Give each pipeline its own stages, colours, owner and currency, and switch between them in one click.

  • Purposes like "Manage renewals and extensions"
  • Stage Builder with colours for every stage
  • Private or shared with everyone, and a default deal currency
More about Sales pipeline & deals
Team inboxes

Share the inbox without stepping on toes.

Make a team inbox for new business and one for account management. Conversations are assigned, and internal notes never reach the client.

  • Assign to a person or a team, or let Chip assign it
  • Internal notes and watchers, never shown to the customer
  • Mask customer numbers for members below manager
More about Inbox
Set it up

A portal for every client.

Link the client's projects, pick what they can see and add your logo. They follow the work and approve deliverables without email threads.

  • Link one or more projects; nothing shows until you share it
  • Your brand colour is kept readable on buttons, with your logo and welcome note
  • Live or Paused: nobody can sign in to a paused portal
More about Client portals
Same workspace

Your CRM is already connected to the rest of the business.

The same client record is used by your invoices, bookings, projects and follow-ups, so nothing is typed twice.

01

Invoices that get paid

Send the invoice from the client's record. When it is paid, the deal is marked won.

Explore Invoices that get paid
02

Online bookings

Clients book from your link and land in your contacts with the booking on their page.

Explore Online bookings
03

Follow-ups that run themselves

Follow-ups, reminders and tasks that start when a form, booking or deal changes.

Explore Follow-ups that run themselves
04

Projects your team can follow

Won the work? Start the project, track tasks and share progress with the client.

Explore Projects your team can follow
05

Dashboards and reports

A ready-made Leads and sales dashboard in Analytics: leads by source, form conversion, bookings, pipeline and deals won.

More about Analytics
Plans

A CRM on every plan, including Free

The CRM is on every plan. Free keeps 250 contacts, Starter 2,500, Growth 15,000 and Scale 75,000. The shared inbox, WhatsApp, SMS and automations unlock on Starter.

Start freeCompare every plan
  • Free Included, free forever $0
  • Starter Included, 30-day trial $29/mo
  • Growth Included, 30-day trial $79/mo
  • Scale Included, 30-day trial $199/mo
Solutionstartbuddi for Creative Agencies TemplatesAgency website templates BlogCRM implementation: 5 signs your agency needs it today (and the first fix for each) BlogWhy CRM is important for small business (and how to set one up in a week) ProductClient portals ProductCustomers ProductContacts & companies ProductSales pipeline & deals ProductInbox

Questions people ask

What is the best CRM for a small marketing agency?
One your team will actually keep up to date. For most small agencies that means a pipeline, a shared inbox and a link from each client to their projects and invoices. startbuddi puts those on one record, so there is less to update.
Can I run a pipeline for retainers and one-off projects?
Yes. Create as many pipelines as you need, each with its own stages, owner and currency, and switch between them from the top of the board.
Can my clients see progress without a login?
Yes. Client portals use a one-time email sign-in link, so clients never need a password or one of your seats. Inviting clients unlocks on Starter.
Can I send each client a monthly report?
Yes. In Analytics, give each client a brand with its own data sources, dashboards and reports. Chip drafts the report from the numbers, and you share it as a PDF or a link, or in the client's portal from Growth, where clients can also call you from the portal chat.
Is there a free CRM for agencies?
Yes. The CRM is on the Free plan with 250 contacts and one seat. Starter ($29 a month) adds the shared inbox, WhatsApp and automations.

Put every client in one place.

Start with your contact list and your WhatsApp chats. Add deals, invoices and follow-ups when you are ready.

Start free
Free plan available. Every paid plan starts with a 30-day trial.