Agency CRMAbout
Made for people who do client work in India
Designers, developers, writers, marketers, consultants, and the small agencies they grow into.
Freelancing in India means being the designer or developer and the accountant, the project manager and the collections department. The work itself is rarely the hard part. The hard part is the invoice that should have been IGST, the payment that’s three weeks late, and the client asking for a status update at 11 pm.
Agency CRM puts the business side of client work in one place: who you’re talking to, what you’ve promised, what you’ve billed and what you’ve been paid. It handles GST the way Indian invoices need, and gives each client a simple portal so they can see where things stand.
What we believe
- Indian first, not Indian as an afterthought
- GST, UPI, financial years that start in April, lakhs and crores, and WhatsApp are the starting point, not settings buried in a menu.
- One tool instead of five
- Leads in a spreadsheet, invoices in Word, files in Drive, approvals in WhatsApp, reminders in your head. Work goes missing in the gaps between them.
- Clients should never have to ask “any update?”
- A portal that shows progress, invoices and decisions makes you look organised and saves everyone the chasing.
- Honest software
- Limits that are clear before you sign up, no dark patterns, and a features page that says what isn’t built yet.
Where we are
The product is in beta. The core is built: clients, leads, projects, GST invoices, payments, the client portal, team roles, retainers and reviews. Email sending, file sharing and online payments are next. If something is missing for the way you work,tell us; that is how the roadmap gets decided.
Start with your next client
Free for 5 clients and 3 open projects. No card needed. Everything in Pro is free while we are in beta.