Agenfo CRM · Built for digital agencies
The digital agency operating system.
Run your whole agency from one place. Clients, projects, tasks, invoices and a branded client portal, all connected, so nothing falls between the tools.
- Set up in minutes
- 14-day free trial, no card needed
- Invite your whole team
Sound familiar?
Your agency runs on great people and far too many tabs.
Most agencies stitch their operation together from tools that were never built to talk to each other. Every handover is a copy and paste, and the full picture of a client lives in someone’s head.
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Clients in spreadsheets
Contacts, notes and history spread across sheets nobody quite trusts.
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Projects in a PM tool
Delivery lives somewhere else, disconnected from the client it’s for.
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Invoices in another app
Retainers, deposits and overdue payments tracked by hand, if at all.
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Clients in your inbox
Updates, files and “what do you need from us?” buried in threads, hard to find when it matters.
Agenfo CRM replaces the patchwork with one workspace, shaped around how agencies actually win, deliver and get paid.
Made for agencies
Built around clients and the work you do for them.
Not a generic CRM with “agency” bolted on. Every screen starts from a client, so projects, tasks, invoices and the portal all share the same people and the same facts.
- Every client, on one page Contacts, notes, projects and invoices for a client in one place, so anyone on the team can pick up where someone left off.
See clients - Briefs that chase themselves List what you need from the client. They see it in their portal and tick it off, so you stop chasing by email.
See projects - Every task, across every client Board or list, grouped by status, with due dates, priorities and who’s on it. Internal work fits too.
See tasks - Invoices in your brand, paid by card Raise an invoice in a minute, send it with a pay-by-card link, and bill retainers on a schedule.
See finance - A portal clients actually use Progress, files, invoices and messages at your own address, with your logo and colours on every screen.
See the client portal - The right access for everyone Owners, admins and members, plus freelancers who only see the projects you share with them.
See team - Your brand, everywhere clients look Set your logo, colours and portal address once. The portal, invoices and emails all follow.
See team
Everything above is in every plan, from the first day of your trial.
How it fits together
From first hello to happy client, in one place.
Win a client
Add the client, their decision-makers and billing contacts, with every note on record.
Deliver the work
Set up the project with milestones and requirements, and assign tasks across the team.
Get paid
Raise branded invoices, take card payments and bill retainers on schedule.
Keep them happy
Share progress, files, invoices and messages through a branded portal they’ll actually use.
Client portal
Give clients a window, not an inbox.
A branded portal where clients can see how their work is going, see what you need from them, download files, pay invoices and message your team. Fewer chasers, and a more professional experience from day one.
- Branded as your agency, at its own address
- Project progress, milestones and shared updates
- What you need from the client, so you chase less
- Shared files, and invoices they can pay by card
- Internal notes kept separate from what clients see
Coming later
Add-on suites, when you need them.
Optional extensions to the core workspace for agencies that want to do more in one place. They’re planned for later and will be priced separately.
- Planned
Sales Suite
Pipelines, prospecting and follow-ups to win the next client.
- Planned
Web Suite
Build, host and look after client websites without leaving Agenfo.
- Planned
SEO Suite
Research, audits and rank tracking, including generative engine optimisation.
- Planned
Paid Suite
Run Google and Meta campaigns with budgets, pacing and attribution in view.
Your agency, in one place.
14 days free, no card needed. Then from £39 a month, with unlimited users on the Agencies plan. Cancel any time.