14-day free trial

Try the agency CRM free for 14 days

Track every prospect from first call to signed retainer, in a pipeline that reads as recurring revenue. Free for 14 days, no card.

Start free trialSee the full CRM

No card to start. Your trial opens in CRM, with the rest of the platform a click away.

  • A pipeline that reads as recurring revenue
  • Contacts, companies and consent in one place
  • The won deal becomes the client your team works against

What you get

Everything Pro has for CRM, from day one.

The trial is the real thing, not a cut-down version. Bring the whole team and run a live month through it.

Retainer pipeline

Monthly value and term on every deal, so the forecast shows next quarter's recurring revenue. Three pipelines on Pro.

Contacts and companies

Every person and company you sell to, with consent source and date on each contact.

Lead capture forms

Ten branded forms that land submissions straight in the pipeline, deduplicated by email.

Sequences and workflows

Outreach that tests its own emails and workflows that move deals and create the follow-up work.

Gmail and Google Calendar

Threads and meetings sit on the deal they belong to.

Won means started

Win the deal and the company becomes a client, with the proposal, agreement and first invoice from the same record.

How it works

Up and running in an afternoon.

Sequences test their own emails, promote the winner and draft the next challenger. You approve what goes out.

  1. 01

    Start your trial

    Name your workspace and you are in the pipeline within a few minutes.

  2. 02

    Bring your deals in

    Import from HubSpot, Pipedrive, Salesforce, Close or Zoho, or add prospects and forms and let the pipeline fill.

  3. 03

    Win and hand off

    Mark the deal won. The client record is created and proposals and invoicing pick it up.

The trial

14 days of Pro. Then $99 a month, only if it earned it.

Pro includes 3 full and 5 contributor seats, then pay only for the people who sign in each month.

  • Every Pro feature for 14 days, no card to start
  • Bring your whole team; seats are free during the trial
  • Keep everything when you subscribe. Nothing is re-entered
  • Import from the tools you use now, with a preview first and one-click undo

Also in your trial

Each tool is useful on its own and better together, because they all read the same client record.

Lead formsPut a form on your site and every submission arrives as a contact, a company and a deal. No spreadsheet in between.ProposalsTurn an afternoon of proposal writing into minutes. Packages you already sell become a scope table, a signed agreement and a first invoice.InvoicingBill retainers, hours and projects from one client record, with a pay link on every invoice. Free for 14 days, no card.Time trackingKnow whether the client is paying for the hours, not just how long the work took. Free for 14 days, for the whole team.ProjectsRun each client's work as a project that knows its budget, its hours and its invoices. Free for 14 days, for the whole team.

Questions

What does the CRM trial include?

Everything on Pro for 14 days: pipelines, contacts, forms, sequences, workflows, Gmail and Calendar, plus proposals, projects, time tracking and invoicing on the same client record. No card is needed to start.

What makes it a CRM for agencies?

Deals carry a monthly value and a term, so the pipeline reads as recurring revenue rather than one-off amounts. A won deal becomes the client, the proposal and the first invoice without re-typing.

Can I import from HubSpot or Pipedrive?

Yes. Companies, contacts, deals and owners import from HubSpot, Pipedrive, Salesforce, Close and Zoho, with a preview first and one-click undo.

What happens when the trial ends?

Choose Pro and everything stays exactly where it is. If you do not, the workspace turns read-only and nothing is deleted.

Agency operating software

Start with CRM. Keep the whole system.

14 days free, no card, and every tool you add later reads the same client record.

Start free trialStart with another tool