FAQ
Questions people ask before signing up
Getting started
Who is Agency CRM for?
Freelancers and small agencies in India who do client work: designers, developers, writers, marketers, video editors, consultants and similar. It suits one person as well as a team of ten.
Do I need to be GST-registered to use it?
No. If you aren’t registered, your invoices are plain invoices with no tax. If you register later, add your GSTIN in Settings and new invoices become tax invoices; old ones stay as they were.
Can I use it on my phone?
Yes. It works in your phone’s browser, and the screens are designed for a phone first. There’s no app to install.
Can I try it without entering my own data?
Yes. After signing up, choose “Explore with sample data”. It adds sample clients, leads and projects that don’t count towards your plan, and one click removes them.
Invoices and GST
How does it decide between CGST + SGST and IGST?
From your state and the client’s state. Same state: CGST and SGST, half each. Different state: IGST. If the client’s state isn’t known, your own state is used and the invoice says so.
Does it handle export invoices?
Yes. For a client outside India, the invoice is zero-rated if you’ve entered your LUT number, or charged IGST if you haven’t, with the wording the rules require. You can bill in USD, EUR, GBP, AUD, CAD, SGD or AED.
Can I edit an invoice after sending it?
No, by design. A sent invoice is a legal record. If something is wrong, cancel it and issue a corrected one; the cancelled number stays in your series.
Does it file my GST returns?
No. It makes correct invoices and shows what you billed and collected. Filing returns is for you or your CA, using your GST portal or accounting software.
Can clients pay online?
Every invoice carries your UPI QR code and bank details, and on a phone the client can open their UPI app with the amount filled in. You then record the payment. Automatic online payments by card and netbanking are being built.
Clients and the portal
What can my client see in the portal?
Only their own projects, the tasks you mark as visible to them, their issued invoices and payments, meetings, and their conversation with you. Never your notes, your leads or other clients.
Does my client need to pay or install anything?
No. They open the invite link, choose a password, and that’s it. Portal access for clients is free.
Can I share an invoice without giving portal access?
Yes. Each invoice has a private link that shows just that invoice and its PDF, no login needed. You can turn the link off or replace it.
How do client reviews work?
When you mark a project completed, the client is asked for a star rating and a few words in their portal. Reviews can’t be edited by anyone afterwards. You choose whether to show them on a public page and a badge for your website.
Plans and data
How much does it cost?
Free for up to 5 active clients and 3 open projects. Pro is ₹499 a month and Ultra is ₹1,499 a month, before GST. See the pricing page for details.
Where is my data stored?
In a database hosted in Mumbai, India, backed up every night with encrypted backups. See the security page for the full picture.
Who can see my data?
You, the teammates you invite (members see only the projects you assign), and each client for their own records. Accounts are separated in the database itself.
What happens to my data if I stop using it?
Your account stays as it is on the Free plan. Tools to export everything and delete your account yourself are being built; until then, contact us and we’ll do it for you.
Still deciding?
The Free plan has no time limit. Try it with one real client. Everything in Pro is free while we are in beta.