Software for agencies

Custom CRM for agencies

Most agencies I talk to mention the same thing: inbound leads wait while everyone is heads-down on delivery. The custom CRM deals with it quietly while the team is heads-down on client deliverables. A pipeline for your leads and deals, with follow-up reminders and only the fields you use.

What this fixes for agencies

Inbound leads wait while everyone is heads-down on delivery. It costs time every week, which is why agencies ask for the custom CRM.

What it looks like in practice

Imagine a six-person marketing agency on monthly retainers. Every new lead appears in your own pipeline with its source. Each morning you see who needs a follow-up today. Moving a deal to the next stage sets the next reminder.

How it works for agencies

Here is how the custom CRM runs day to day for agencies.

We map your stages and the details you track.
I build a simple pipeline with search and notes.
Lead sources feed in automatically.
Follow-up reminders are built in.
You get it deployed and own the data.

Tools it connects to

It plugs into the tools agencies already use, such as Google Sheets and Gmail, and runs on Next.js, Supabase and n8n.

Google Sheets
Gmail

Questions from agencies

Does the custom CRM work with Google Sheets?

It depends on your Google Sheets plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.

Will my clients notice anything?

Not directly. The custom CRM works in the background for your team. What clients notice is follow-ups that happen on time.

How long does it take to set up for agencies?

Plan on 3 to 5 weeks from the day I get access to your accounts. Most of that is testing with your real calls and messages, so nothing goes live until it behaves the way you want.

Want this for your agency business?

Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.

Get this built