The Agency CRM
Ranked in Professional Services CRM Software ·Free plan· paid from $29/mo
About
The Agency CRM brings agency leads, clients, projects, invoices and retainers into one system. Its visual pipeline supports unlimited pipelines and stages, automatic follow-up tasks, deal forecasts and win probabilities. An AI assistant can draft quotes, emails and tasks, and summarize pipeline and client information using company context. Marketing tools include a visual automation builder, email campaigns and sequences, and no-code funnels and landing pages. Listed integrations include Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online and Moneybird. The documented REST API uses OAuth 2.0 and includes an interactive sandbox and webhooks for real-time events. iOS and Android apps provide offline access to leads, deals and contacts, with automatic sync after reconnecting. The maker says data is encrypted on EU-based infrastructure, with roles and audit logs. The Free plan is 0.00 USD per free and allows one user, up to five clients and 10 invoices per month. Starter is 29.00 USD per month, Pro is 79.00 USD per month, and Business is 199.00 USD per month; these prices are billed monthly, excluding VAT. A seven-day trial is available without a credit card.
Who it is for
The Agency CRM is aimed at agencies and may also suit IT companies, consultancies and e-commerce teams. It fits teams looking to combine pipeline, client work, invoicing and marketing automation.
What is good
- Unlimited pipelines and stages
- REST API with OAuth 2.0 and webhooks
- Mobile apps support offline access and later sync
- Seven-day trial requires no credit card
What to know first
- Free plan allows only one user
- Free plan caps clients at five
- Free plan limits invoices to 10 per month
Verdict
The Agency CRM combines sales, project and billing workflows with marketing tools and integrations. Teams should weigh the Free plan limits against the paid plans’ user, client and AI-credit allowances.
Compared on professional services CRM software
- Free plan
- Yestheagencycrm.nl
- Lead capture
- Yestheagencycrm.nl
- Proposal management
- Yestheagencycrm.nl
- Client portal
- Yestheagencycrm.nl
- Email sync
- Yestheagencycrm.nl
- Workflow automation
- advancedtheagencycrm.nl
- Project tracking
- Yestheagencycrm.nl
Facts
- Product scope
- The Agency CRM describes itself as an operating system for agencies that handles leads, clients, projects, invoices and retainers in one system.theagencycrm.nl · 30 Sept 2026
- Pipeline
- The visual pipeline supports unlimited pipelines and stages, automatic follow-up tasks, and deal forecasts and win probabilities.theagencycrm.nl · 30 Sept 2026
- AI assistant
- The AI assistant can draft quotes, emails and tasks and summarize pipeline and client information using company context.theagencycrm.nl · 30 Sept 2026
- Automation
- The marketing tools include a visual automation builder, email campaigns and sequences, and no-code funnels and landing pages.theagencycrm.nl · 30 Sept 2026
- Integrations
- The maker lists Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online and Moneybird integrations, plus a REST API.theagencycrm.nl · 30 Sept 2026
- API
- The integrations page describes a documented REST API with OAuth 2.0, an interactive sandbox and webhooks for real-time events.theagencycrm.nl · 30 Sept 2026
- Data security
- The maker says data is encrypted on European servers and access uses roles and audit logs, with a data processing agreement.theagencycrm.nl · 30 Sept 2026
- Infrastructure
- The sub-processors page says platform data is stored encrypted within the European Union on EU-based cloud infrastructure.theagencycrm.nl · 30 Sept 2026
- Mobile app
- The mobile app is described as available for iOS and Android and supports offline access to leads, deals and contacts with automatic sync after reconnecting.theagencycrm.nl · 30 Sept 2026
- Support
- The pricing page lists email support for Free, Starter and Pro, priority support with a 4-hour response for Business, and dedicated support for Enterprise.theagencycrm.nl · 30 Sept 2026
- Trial
- The pricing page offers a 7-day free trial without requiring a credit card.theagencycrm.nl · 30 Sept 2026
- Intended users
- The maker says it built the product for agencies and lists agencies, IT companies, consultancies and e-commerce teams among its users.theagencycrm.nl · 30 Sept 2026
- Notable limits
- The Free plan is limited to 1 user, up to 5 clients and 10 invoices per month.theagencycrm.nl · 30 Sept 2026
Company
- Founded
- 2019theagencycrm.nl · 23 Sept 2026
- Headquarters
- Netherlandstheagencycrm.nl · 23 Sept 2026
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Where it ranks on Inferse
Sources
- theagencycrm.nl· checked 30 Sept 2026
- theagencycrm.nl/features/integrations· checked 30 Sept 2026
- theagencycrm.nl/legal/sub-processors· checked 30 Sept 2026
- theagencycrm.nl/features/mobile-app· checked 30 Sept 2026
- theagencycrm.nl/pricing· checked 30 Sept 2026
- theagencycrm.nl/about· checked 30 Sept 2026