All your clients, one place, zero chaos
Stop losing client details in spreadsheets and email threads. Agency OS gives you a complete CRM designed for freelancers and agencies — client profiles, project history, documents, and a dedicated client portal.
Try it freeEverything you need to manage client relationships
Client profiles
Complete client profiles with contact info, company details, and custom fields. Everything at a glance.
Project history
Track every project for each client. See timelines, deliverables, and outcomes in one continuous history.
Client portal
Give each client their own portal to track progress, view documents, and provide feedback. Professional and transparent.
Document management
Store contracts, briefs, and deliverables organized by client. Share files securely through the portal.
Testimonial collection
Automatically request and collect testimonials from happy clients. Turn success into social proof.
Why teams love our CRM
Set up in minutes
Add your clients
Create client profiles with contact info, company details, and notes. Import from spreadsheets or add manually.
Organize by project
Link projects to clients. Track deliverables, documents, and invoices under each client profile.
Share & collaborate
Invite clients to their portal. They can follow progress, share feedback, and access documents.