CRM software for agencies
Running an agency without a proper client pipeline is like billing without a rate card which is technically possible, but chaotic.
Whether you’re a digital marketing agency, creative studio, PR firm, or media buying shop, this free CRM software gives you a structured starting point to manage prospective clients, active retainers, and renewal conversations all in one place.
Ready to scale? Try Bookipi CRM free.
4.9 ★
4.6 ★
Trusted by freelancers and businesses everywhere
Why agencies need a CRM?
One pipeline for new business and active clients
Track prospects through pitching alongside live retainers and renewing accounts — all in one view. No bouncing between a sales CRM, a project tool, and an invoicing app to see what each client needs this week.
Proposals and invoices, all from one place
Send a proposal, lock in the retainer, invoice for the month — without ever leaving Bookipi. Your CRM and your billing tool finally talk to each other, so the pipeline stays current and clients get paid into your account, not your inbox.
Built-in email keeps every client thread together
Reply to clients straight from their record. Every proposal follow-up, scope clarification, and renewal nudge is logged against the right account — not lost in someone’s inbox — so any team member can pick up where the last one left off.
Free for your whole team, with no per-seat fees
Get the pipeline, customer view, invoicing, and email client on the free plan — no credit card, no setup fee, no per-seat costs as your team grows. Set it up in under 5 minutes and add your account managers, producers, and new biz leads at no extra cost.
Free, simple CRM to handle your agency clients
Keeping track of several customers and their statuses can be a tedious job. Our free pipeline management software simplifies your workflow, enabling you to easily track and organize multiple customers onto a centralized view.
Your pipeline updates automatically (and in real-time) when you change a status, ensuring that you’ll always be working with current information. Know what is next on your “To Do” list with Client Pipeline. Use for free.
4.9 ★
4.6 ★
Got questions? Head to our FAQs.
A pipeline that keeps itself current
- Send a proposal, win the retainer, invoice for the month — and each client moves through your pipeline automatically. No Friday afternoon spreadsheet updates.
- New leads land in the pipeline the moment you send them a quote or onboarding doc, so account managers always see the live status of every opportunity.
- Cut admin time and free up your team for the work clients actually pay for — campaigns, strategy, creative.
See every client account, end to end
- Open any client to see every proposal sent, invoice issued, and email exchanged — from the kickoff call to last month’s retainer payment.
- Update key contacts, billing details, and account notes in one place. Edits sync instantly, so the next person to pick up the account isn’t hunting through Slack threads.
- Add private notes for brand guidelines, stakeholder preferences, or that thing the CMO mentioned in the QBR — ready for next time you talk.
Client emails, logged where they belong
- Reply to clients straight from their record. Proposal follow-ups, scope clarifications, and renewal nudges all live with the right account — not lost in someone’s inbox.
- See every past email, document, and read receipt in one feed. No more “did anyone reply to that brief?” on the team standup.
- When an account manager goes on leave, anyone on the team can pick up where they left off — with the full thread of context.
Manage your agency clients with our Client Pipeline
Frequently Asked Questions (FAQs) about CRM for agencies
Get started in minutes
5-minute setup, no credit card needed.
