Skip to content

Clients

Every client relationship, in one place.

Each client gets a home in Agenfo: who they are, who you talk to, what you’re delivering, what they’ve been billed and everything your team has learned along the way.

Start free trial From £39 a month, everything included

Included

What’s included

In every plan, from your first day of the trial.

  • Client records with logo, website, industry, address and VAT number
  • Contacts marked as primary, decision-maker, billing or stakeholder
  • Internal notes with author, date and project
  • Portal messages on the client’s page, like a live chat
  • The client’s projects and invoices in tabs on their page
  • Statuses, account managers and archiving
  • Search and filter your client list

How it works

Clients in Agenfo

  • Contacts with roles

    Keep everyone at a client in one list, and mark who’s the main contact, who makes the decisions, who pays the invoices and who else has a stake.

  • Notes the whole team can see

    Log calls, decisions and updates against the client. Each note shows who wrote it, when, and which project it’s about.

  • Messages from the portal

    When a client writes to you from their portal, the conversation appears on their page in Agenfo, so replies never get stuck in one person’s inbox.

  • Projects and invoices together

    See everything you’re delivering for a client and what’s been billed, paid and still owed, without opening another tool.

  • Know where each client stands

    Give every client a status, from onboarding to active, paused or former, and an account manager on your team. Archive the ones you no longer work with.

  • An overview of the agency

    Your Overview shows active clients, who’s onboarding, open projects, upcoming deadlines and the tasks waiting for you.

Questions

Clients, answered

On the way

What we’re building next for clients, included in your plan when it ships.

  • An activity history of emails, calls and meetings
  • Services and retainers per client
Can clients see our notes?

No. Notes on a client are for your team only. On a project you can choose to share a note with the client, and it appears as an update in their portal.

What happens when I archive a client?

They leave your active client list, but their projects, invoices and notes are kept, so you can still look back at the work you did together.

One workspace

Works with everything else in Agenfo

Run your agency on Agenfo CRM.

14 days free, no card needed. Then from £39 a month, with unlimited users on the Agencies plan. Cancel any time.

Start free trial See pricing