Free CRM for agencies.
New business included.
Agencies rarely lose a pitch they prepared for. They lose the ones they never got to, because the month a big project landed was the month nobody wrote to anybody.
No credit card. One seat, yours for as long as you use it.
Dashboard
Everything the workers did while you were away
RunningContacts
24,180
+412 today
Pending approvals
12
waiting on you
Scheduled
372
next 7 days
Replies
214
last 24 hours
He asked to close the trial out and the stage is already lost, so nothing goes to him.
Replied to the welcome email this morning, so the onboarding check-in goes out Friday.
Asked for no more calls but left the door open, so she drops to email only.
He solved the setup question himself before we got there, so the check-in moves to Monday.
She is asking for a discount, and that is not mine to answer. It is in your queue.
Last 24 hours
Revenue
+12.4%$184,600
monthly recurring, from Stripe
New business is the first thing delivery eats
The pattern is familiar in every small agency. A retainer starts, the team goes heads down, and the pitch list stops moving. Three months later a client cuts their budget and the pipeline that should have replaced it was never built, so the next quarter is spent selling instead of delivering.
A free CRM for agencies is only useful if it keeps that second track alive while the work is happening: prospects, past clients and dormant briefs all moving on a schedule somebody set once, out of the account director's inbox rather than a project tool.
What an agency CRM has to get right
Agencies already own too much software. Four things decide whether a CRM earns the login.
Prospects and clients in the same place
The brand you pitched last year and the client you serve today are often the same conversation. Splitting them across a project tool and an inbox is how renewals get missed.
New business that survives a busy month
Pitch follow-up and dormant client outreach have to run on their own dates, because the month you are delivering is the month nobody sends them.
Sending that protects your domain
Marketing directors have defensive inboxes. A daily cap, a send window and automatic suppression matter more than volume for an agency's own domain.
No per-seat cost to try it
Agency headcount moves with the work. A free seat that never expires lets one person prove the process before anyone buys licences for the team.
The brief, the pitch thread and the invoices on one contact.
Connect the mailbox and email files itself against the right person at the right company, in both directions. Attach the brief and the scope, add custom fields for retainer value or renewal month, and connect Stripe so payments sit next to the conversation.
Pitch follow-up and dormant clients, on a schedule.
Everyone who saw a credentials deck and went quiet, and every client whose project ended last year, sits in a sequence you write once. It goes out from your own address in the original thread, and stops for the whole company the moment one person replies.
At a pace that keeps your agency domain out of spam.
Messages leave your Gmail or Outlook inside a daily cap and the hours you choose, in the recipient's time zone, with bounces and unsubscribes handled across the database. A new business push does not cost you client email deliverability.
Aria Stone replied. Step 3 cancelled before it sent.
Classified as a genuine reply, not an out-of-office.
Three ways contacts get in
Uploading and pasting are part of the free plan. The two that go looking for people on your behalf spend AI credits, and you get 50 of those to try them.
Discovery
Describe who you want to reach and it finds matching people across millions of profiles.
Spends credits
Company domains
Paste a list of company domains and it finds the right titles inside each one.
Spends credits
Import your own
CSV upload, paste or manual entry, with duplicate detection and custom fields picked up automatically.
Free plan
What changes in the agency
All of it on the free plan, before anyone approves a new line in the software budget.
The pipeline keeps moving during delivery
Follow-up leaves on the dates you set before the project started, so a busy quarter does not produce an empty one behind it.
Renewals stop arriving as surprises
Retainer dates and the conversation that set them live on the same record, which is where the renewal discussion should start.
Past clients get contacted while they still remember you
The shortest sale an agency has is the client who already liked the work, and it is the one that quietly disappears first.
Nothing depends on one account director
The history of a relationship survives a handover, because it was never only in someone's inbox.
You can see which pitch story lands
Reply rate by campaign and by job title shows whether the credentials angle or the case study is what actually opens doors.
Trying it costs nothing
One seat, no card, no trial clock. If it takes a quarter for the habit to stick, the plan is still there.
The same quarter, before and after
| What happens | Without a CRM | On the free plan |
|---|---|---|
| A credentials meeting happens | Notes in a deck folder | On the contact, with the thread and the next step |
| A big project starts | New business stops for six weeks | Sequences keep sending on their own dates |
| A retainer ends | Nobody writes until they need the work | A dated check-in already in the sequence |
| An account director leaves | Their relationships leave with them | The history stays on the records |
| The quarter closes | A feeling about what worked | Reply rates by campaign and by role |
Setting up your free agency CRM
Twenty minutes, without involving whoever manages your project software.
- 1
Connect the mailbox
Sign in with Google or Microsoft. Past and future email files itself against the right contact, in both directions, and anything you send from the CRM leaves from your own address and lands in your sent folder.
- 2
Bring the contacts you already have
Import a spreadsheet, paste a list of company domains, or pull them from HubSpot, Pipedrive, Salesforce or ActiveCampaign. Add custom fields for whatever the spreadsheet was holding.
- 3
Set the sending rules once
A daily cap per mailbox, the hours you want messages to leave and the recipient's time zone. Everything you send afterwards respects them, on one shared ledger.
- 4
Write the first sequence
Three or four steps with your own words and your own spacing. Enrol the people it applies to, and a reply cancels the rest for that contact and their colleagues.
What it does not do
It is not a project management or resourcing tool: no timesheets, no job numbers, no media plans, and it does not raise invoices. It is also not a multi-client outbound platform on the free plan, which is one seat and one mailbox. If you run cold campaigns on behalf of several clients from separate domains, that is a different setup and a different tool. This is for the agency's own pipeline and its own clients.
Everything in the free planThe free plan, in full
- Seats
- 1
- Contacts
- 2,000
- Emails
- 300 / month
- Price
- $0, forever
Plus 50 AI credits, once, to see what the paid half does on your own pipeline.
When the free plan stops being enough
The first trigger is the second seat: a new business lead and an account director both need their own login, and free is one. The second is the volume of conversation, which arrives earlier in an agency than the contact limit does. Once forty threads are live across prospects, clients and renewals, writing each follow-up by hand is the constraint again.
The paid plan keeps every record and sequence and takes over the part nobody has time for.
- Follow-ups written from the thread, the brief and the last meeting
- Replies read and routed, so a live brief is not sitting unread behind scheduling email
- Buying intent scored on every contact, from email, meeting and billing signals
- Contacts enriched, so a new marketing director at an old client does not go unnoticed
- Meeting notes taken and written onto the account record