Stop Losing Leads inWhatsApp
AgencyCRM helps Indian freelancers and digital marketing agencies manage leads, follow-ups, clients, proposals and payments in one simple dashboard.
Free plan available · No credit card required · Start with 30 leads
Built for agencies who get leads from Meta Ads, WhatsApp, Instagram, referrals and websites.
- Free plan available
- No credit card required
- Built for Indian agencies
- Secure payments via Razorpay
- Setup support available
Take a Live Tour
This is the real AgencyCRM workspace with sample agency data. Click through the sidebar, search leads and filter by date — everything responds live.
3 Follow-ups Due Today
Revenue
₹4,82,000
+18% vs last month
Pending Follow-ups
12
3 due today
Active Clients
24
+3 this month
Conversion Rate
32%
+4.2 pts
Pipeline
₹9,40,000
38 open deals
Revenue trend
Last 6 monthsPipeline by stage
38 open dealsAmit Singh
Singh Motors
Kavita Iyer
Iyer Yoga
Sahil Khan
Khan Interiors
Divya Patel
Patel Jewellers
Rahul Joshi
Joshi Tutorials
Sneha Reddy
Reddy Salon
Vikram Bhatia
Bhatia Travels
Payment Received
₹25,000 from Mehra Fitness Studio
Free plan includes 30 leads · no credit card required
How Much Revenue Are You Losing?
Move the sliders to match your agency. Everything updates live — no reloads, no sign-up.
Your numbers
Leads that never get a second or third touch — the biggest silent leak in most agencies.
Per year · ₹1,26,000/month from 42 un-followed leads
Per year · ~3.0 extra deals closed each month
On ₹599/month · about 28 hours of admin saved monthly
Cumulative revenue over 12 months
Monthly comparison
You could recover ₹75,600 every month.
AgencyCRM catches every lead, schedules follow-ups and reminds your team before deals go cold.
Recover My RevenueFree plan · No credit card · Setup in 2 minutes
Sound familiar?
Most agencies don’t lose deals to competitors. They lose them to follow-ups that never happened.
- Leads sit unread in WhatsApp until they go cold
- Follow-ups depend on memory, not a system
- You cannot tell which proposal is still open
- Payment reminders slip past their due date
- There is no single view of the month's pipeline
Traditional Agency vs AgencyCRM
Slide the handle. Watch scattered chats and sheets turn into one organised revenue machine.
Traditional Agency
Everything, everywhere, forgotten
300 unread chats
Excel
leads_final_v7.xlsx
Sticky Notes
call Rahul? maybe
Forgotten Follow-ups
12 overdue
Lost Clients
went cold, no reply
Chaos
nobody knows the numbers
Keep dragging →
Lost Revenue
₹2.98 L
₹2,97,600 slipping away every year
Recovered Revenue
₹4.79 L
₹4,78,800 back in the pipeline
Who is this for?
If you get leads and juggle clients, AgencyCRM is built for you.
Everything an agency needs to stay organized
Built for how Indian digital marketing agencies actually work.
Never lose a lead again
Track every lead from WhatsApp, Meta Ads, referrals and website forms in one place.
Learn more about never lose a lead again →Follow up on time
Set reminders so no prospect gets forgotten. Reach out when it matters most.
Learn more about follow up on time →Track client payments
Know who has paid, who is pending, and what needs a follow-up nudge.
Learn more about track client payments →Manage proposals clearly
See which proposal is sent, pending, accepted or lost — all at a glance.
Learn more about manage proposals clearly →Know your monthly retainers
Track recurring clients and MRR in one place, so growth is never a guess.
Learn more about know your monthly retainers →Import leads in bulk
Upload CSV or Excel leads and organize them quickly with duplicate detection.
Learn more about import leads in bulk →How it works
Get up and running in minutes.
Add or import your leads
Add leads manually or bulk-import from CSV/Excel.
Track follow-ups, proposals and payments
Stay on top of every conversation and invoice.
Convert more clients
Use WhatsApp, email and reminders to close more deals.
See how better follow-ups change agency operations
Detailed write-ups of how agencies and freelancers reorganised their lead and follow-up workflow inside AgencyCRM.
We’re documenting the results of early AgencyCRM users. Join the free plan and share your experience.
Simple, ₹-native pricing
Start free. Upgrade only when you grow. Billed monthly in ₹. Prices include applicable taxes.
Free
Best for testing the workflow
- Leads
- 30
- Clients
- 5
- Users
- 1
- 30 leads, 5 clients, 1 user
- Manual lead add
- Dashboard & follow-ups
- Click-to-WhatsApp & click-to-call
- No bulk import
Pro
Best for freelancers and small agencies
- Leads
- 2,000
- Clients
- 100
- Users
- 2
- 2,000 leads, 100 clients, 2 users
- Bulk lead import (CSV / Excel)
- Send email from portal
- WhatsApp pre-filled messages
- Follow-up reminders
- Lead source tracking & basic reports
Enterprise
Best for growing service teams
- Leads
- 10,000
- Clients
- Unlimited
- Users
- 5
- 10,000 leads, unlimited clients, 5 users
- Bulk import with duplicate detection
- Email & WhatsApp templates
- Call history
- Payment reminders
- Retainer / MRR dashboard
- Priority support
Cancel anytime — your plan stays active until the end of the paid month. Payments are non-refundable. Secure payments via Razorpay — UPI, cards, netbanking & wallets.
Secure sign-in
Email or Google sign-in with account-level access controls.
Encrypted in transit
Your data travels over HTTPS and is stored in a managed cloud database.
Razorpay checkout
UPI, cards, netbanking & wallets — we never store your card details.
Email & WhatsApp support
Reach a real person for setup help and questions.
AgencyCRM is built using modern cloud infrastructure, including Supabase. Product capabilities and integrations may evolve over time.
Still managing leads across WhatsApp and Excel?
A quick look at how AgencyCRM compares with the tools most Indian agencies start with. Full, detailed comparisons are on the dedicated pages below.
Swipe the table sideways to see all columns →
| Capability | AgencyCRM | WhatsApp only | Excel / Sheets | Traditional CRM |
|---|---|---|---|---|
| All leads in one pipeline | Included | Not available | Limited | Included |
| Follow-up reminders | Included | Not available | Not available | Included |
| Proposal status tracking | Included | Not available | Limited | Included |
| Payment & retainer tracking in ₹ | Included | Not available | Limited | Limited |
| Click-to-WhatsApp from a lead | Included | Included | Not available | Limited |
| Simple enough to set up in a day | Included | Included | Limited | Not available |
Included · Limited · Not available — based on standard usage. Competitor capabilities and pricing can change; see each comparison page for details and sources.
Move your leads without starting from scratch
Import existing leads from CSV or Excel and continue managing your follow-ups inside AgencyCRM.
- 1Export leads from your current tool
- 2Download the AgencyCRM import format
- 3Upload your CSV or Excel file
- 4Review column mapping
- 5Import and check duplicates
Reviews from real users
We don’t publish stock testimonials. Every review below was submitted by a real person and manually checked before it went live.
We’re collecting our first verified reviews.
AgencyCRM is early. Rather than show made-up testimonials, we’re waiting for real users to tell their story. If you’re using it, your review will be the first one here.
Tell us how it’s goingNot sure if AgencyCRM fits your agency?
AgencyCRM is built and supported by a small team in India. Message us on WhatsApp with your use case — you’ll get a straight answer, including when the product isn’t the right fit. We usually reply within working hours.
Frequently asked questions
Straight answers, including what AgencyCRM does not do yet.
More questions? Read the full FAQ page or the migration guide.
Stop juggling spreadsheets. Start managing your agency in one workspace.
Track leads, follow-ups, proposals, payments and retainers without switching between Excel, WhatsApp and notes.
Free plan · No credit card required · Start with 30 leads