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The Agency CRM
theagencycrm.nl
What it is
The Agency CRM is an operating system for agencies covering leads, clients, projects, invoices, and retainers. Its visual pipeline supports unlimited pipelines and stages, automatic follow-up tasks, forecasts, and win probabilities. An AI assistant can draft quotes, emails, and tasks, and summarize pipeline and client information using company context. Marketing tools include a visual automation builder, email campaigns and sequences, and no-code funnels and landing pages. Listed integrations include Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online, and Moneybird. The documented REST API uses OAuth 2.0 and includes an interactive sandbox and webhooks for real-time events. iOS and Android apps provide offline access to leads, deals, and contacts, then sync after reconnecting. The free plan is limited to one user, up to five clients, and 10 invoices per month. Starter is listed at €29.00 per month, billed monthly and excluding VAT; a seven-day trial does not require a credit card. The maker says data is encrypted on EU infrastructure, with role-based access and audit logs.
Spec sheet
- What it does
- The product combines leads, clients, projects, invoices and retainers in one CRM for agencies and growing teams.Read 15 Oct 2026 · theagencycrm.nl
- Intended users
- The maker says it built the product for agencies and lists agencies, IT companies, consultancies and e-commerce teams among its users.Read 30 Sep 2026 · theagencycrm.nl
- Trial
- The pricing page offers a 7-day free trial without requiring a credit card.Read 30 Sep 2026 · theagencycrm.nl
- API
- The integrations page describes a documented REST API with OAuth 2.0, an interactive sandbox and webhooks for real-time events.Read 30 Sep 2026 · theagencycrm.nl
- Integrations
- The maker advertises 41 ready-made integrations including Google Workspace, Slack, Stripe and Mollie, with additional connections through Zapier or REST API.Read 15 Oct 2026 · theagencycrm.nl
- Security
- Official pages state that data is encrypted on European servers and protected with role-based access, audit logs and a data-processing agreement.Read 15 Oct 2026 · theagencycrm.nl
- Support
- The pricing page lists email support for Free, Starter and Pro, priority support with a 4-hour response for Business, and dedicated support for Enterprise.Read 30 Sep 2026 · theagencycrm.nl
- Headquarters
- NetherlandsRead 23 Sep 2026 · theagencycrm.nl
- Founded
- 2019Read 23 Sep 2026 · theagencycrm.nl
- AI agents
- Agent Studio and an agent office let users build agents, while outward actions wait in a human approval send gate.Read 15 Oct 2026 · theagencycrm.nl
- AI assistant
- The assistant can draft quotes, emails and task lists and summarize pipeline, client and project information using account context.Read 15 Oct 2026 · theagencycrm.nl
- Apple app data
- Apple's listing says the developer may link location, contact information, user content, identifiers and diagnostics to the user.Read 15 Oct 2026 · apps.apple.com
- Apple app requirements
- The iOS app requires iOS 15.6 or later; the Mac version requires macOS 12.5 or later and an Apple M1-or-newer Mac.Read 15 Oct 2026 · apps.apple.com
- Automation
- A visual automation builder can trigger email flows, tasks and CRM actions.Read 15 Oct 2026 · theagencycrm.nl
- Claimed adoption
- The maker reports more than 500 active teams and €2.4 million invoiced monthly.Read 15 Oct 2026 · theagencycrm.nl
- Company history
- The maker says it was founded in 2019 in the Netherlands, began as a digital agency, and opened to its first 30 external teams in 2022.Read 15 Oct 2026 · theagencycrm.nl
- Company size
- The about page describes a remote-first Netherlands and Belgium team with more than five core members.Read 15 Oct 2026 · theagencycrm.nl
- Content machine
- The content tool plans, writes and publishes blog, social and email content with AI assistance.Read 15 Oct 2026 · theagencycrm.nl
- Data security
- The maker says data is encrypted on European servers and access uses roles and audit logs, with a data processing agreement.Read 30 Sep 2026 · theagencycrm.nl
- Developer documentation
- The maker says it provides endpoint documentation with examples, an OpenAPI specification, a sandbox and webhook recipes.Read 15 Oct 2026 · theagencycrm.nl
- Email marketing
- The marketing module supports segmented campaigns, newsletters and broadcasts using CRM data.Read 15 Oct 2026 · theagencycrm.nl
- Funnels
- A no-code funnel builder provides lead magnets, opt-in pages, sales funnels and A/B testing.Read 15 Oct 2026 · theagencycrm.nl
- Google Play app function
- The Android app is described as supporting client contact, marketing-interaction visibility, mobile open-house registration and notifications for tasks, birthdays and anniversaries.Read 15 Oct 2026 · play.google.com
- Google Play data safety
- Google Play states that no data is shared with third parties, no data is collected, data is encrypted in transit and data cannot be deleted.Read 15 Oct 2026 · play.google.com
- Google Play developer
- Google Play identifies IDC Global as developer and lists an address at 26 Broadway Ste 941, New York, NY 10004, United States.Read 15 Oct 2026 · play.google.com
- Independent implementation fact
- Kantex describes the marketing site and CRM dashboard as built with Nuxt and Vue around work, sales, operations and marketing domains.Read 15 Oct 2026 · kantex.nl
- Infrastructure
- The sub-processors page says platform data is stored encrypted within the European Union on EU-based cloud infrastructure.Read 30 Sep 2026 · theagencycrm.nl
- Invoicing
- Invoicing includes one-click conversion from quotes, automatic reminders, VAT handling and recurring invoices.Read 15 Oct 2026 · theagencycrm.nl
- Lead management
- Leads can enter through forms, chat and integrations, then be enriched and assigned to team members.Read 15 Oct 2026 · theagencycrm.nl
- Limit: API availability
- The pricing comparison lists API access and webhooks under Business rather than Free, Starter or Pro.Read 15 Oct 2026 · theagencycrm.nl
- Limit: Free tier
- The free plan is limited to one user, five clients and ten invoices per month.Read 15 Oct 2026 · theagencycrm.nl
- MCP
- An MCP server connects Claude and other AI clients to the CRM's tools.Read 15 Oct 2026 · theagencycrm.nl
- Mobile access
- The maker says the CRM has full iOS and Android access for calling leads, viewing pipelines and adding notes.Read 15 Oct 2026 · theagencycrm.nl
- Mobile app
- The mobile app is described as available for iOS and Android and supports offline access to leads, deals and contacts with automatic sync after reconnecting.Read 30 Sep 2026 · theagencycrm.nl
- Notable limits
- The Free plan is limited to 1 user, up to 5 clients and 10 invoices per month.Read 30 Sep 2026 · theagencycrm.nl
- Pipeline
- The visual pipeline supports unlimited pipelines and stages, automatic follow-up tasks, and deal forecasts and win probabilities.Read 30 Sep 2026 · theagencycrm.nl
- Pipeline management
- Its sales pipeline uses drag-and-drop stages that can be configured without a stated stage limit.Read 15 Oct 2026 · theagencycrm.nl
- Product scope
- The Agency CRM describes itself as an operating system for agencies that handles leads, clients, projects, invoices and retainers in one system.Read 30 Sep 2026 · theagencycrm.nl
- Projects and tasks
- Project delivery includes tasks, planning, time tracking and a client portal.Read 15 Oct 2026 · theagencycrm.nl
- Quotes
- Users can create quotes, send them with one click and track their status.Read 15 Oct 2026 · theagencycrm.nl
- Rating on Apple App Store
- The listing says the app has not received enough ratings or reviews to display an overview.Read 15 Oct 2026 · apps.apple.com
- Rating on Google Play
- The Google Play page displays no star rating or review count and shows 100+ downloads.Read 15 Oct 2026 · play.google.com
- REST API
- The developer page describes a JSON REST API with scoped API keys, OAuth2, webhooks, idempotency keys, bulk endpoints, cursor pagination and rate-limit headers.Read 15 Oct 2026 · theagencycrm.nl
- Sales inbox
- Email, conversations and notes are grouped with the relevant deal in a shared sales inbox.Read 15 Oct 2026 · theagencycrm.nl
- SDKs
- Official packages are listed for JavaScript/TypeScript, Python, PHP and Go.Read 15 Oct 2026 · theagencycrm.nl
- Sub-processors
- The sub-processor notice says hosting and encrypted storage are EU-based, Stripe and Mollie process payments, and card data does not touch the maker's servers.Read 15 Oct 2026 · theagencycrm.nl
- Support and documentation
- The help center advertises hundreds of guides, video explanations, chat, email and phone support, with an under-two-hour business-day average response.Read 15 Oct 2026 · theagencycrm.nl
Plans and prices
Free Free 1 user · 5 clients · 10 invoices/month · basic CRM and pipeline · 41+ connectors · email support Read 15 Oct 2026 · theagencycrm.nl
Starter €29 a month €29/mo, excl. VAT 3 users · 25 clients · 100 invoices/month · basic automations · 500 AI credits/month · white-label email Read 15 Oct 2026 · theagencycrm.nl
Pro €79 a month €79/mo, excl. VAT 10 users · unlimited clients and invoices · AI writer and scraper · advanced automations · 5,000 AI credits/month · full white-label Read 15 Oct 2026 · theagencycrm.nl
Business €199 a month €199/mo, excl. VAT 25 users · everything in Pro · multi-tenant white-label · 20,000 AI credits/month · API and webhooks · priority support with 4-hour response · onboarding · custom domains Read 15 Oct 2026 · theagencycrm.nl
Enterprise Priced on request On request Unlimited users · custom AI models and unlimited credits · dedicated success manager · SLA and uptime guarantee · SSO/SAML/SCIM Read 15 Oct 2026 · theagencycrm.nl
Strong points and limits
Strong points
- Manages leads, clients, projects, invoices, and retainers.
- Mobile apps support offline access.
- Includes a documented REST API and webhooks.
- Seven-day trial requires no credit card.
Limits
- Free plan allows one user.
- Free plan caps clients at five.
- Free plan allows 10 invoices per month.
- Starter is €29.00 monthly, excluding VAT.
Who it suits
The Agency CRM is for agencies and may also suit IT companies, consultancies, and e-commerce teams. Its mobile apps support offline access to leads, deals, and contacts.
Verdict
The Agency CRM combines pipeline, marketing, and client-management tools with mobile apps and integrations. The free plan has firm user, client, and invoice limits; compare those with the paid tiers before choosing.
Where Specifiction places it
- Professional Services CRM Software#16 of 358.6
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