The Agency CRM is one system that brings the whole client journey together, from first lead to paid invoice. It consists of a conversion-focused marketing site and a CRM dashboard, both built in Nuxt.
The challenge
Agencies juggle separate tools for leads, sales, projects, invoicing and marketing. The goal was a single product covering the whole journey, with AI taking over follow-up and marketing work.
The approach
Marketing site and CRM dashboard in Nuxt (Vue), built for speed and a fluid experience.
A modular structure around four domains: work (leads, clients, inbox, planning), sales (pipeline, proposals, quotes, invoicing), operations (delivery, support, costs) and marketing (campaigns, funnels, content).
AI at the core: an AI assistant, a marketing command centre and automations that handle follow-up on their own.
A conversion-focused front end that generates demos and trial accounts.
What we built
Features and modules
Sales pipeline
Deals on a kanban board, from lead to signed quote.
360° client view
Everything about a client in one place.
Invoicing
Quotes and invoices in the same system as the deals.
Projects and tasks
Delivery and planning after the sale.
Marketing Studio
Campaigns, funnels and an AI command centre.
AI assistant and automations
Follow-up and recurring work across the whole product.