AgencyKit · CRM & Leads

The CRM that chases leads with you.

AgencyKit is a CRM for small agencies and freelancers. Leads land in your kanban pipeline from a capture form or your ads, follow-up cadences resurface the silent ones, rotting alerts expose the stale ones, and when you win, the lead becomes a client in one click.

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What is AgencyKit CRM?

AgencyKit CRM is a leads pipeline built for small agencies and freelancers. It combines kanban stages with deal values, hot and cold heat indicators, rotting alerts for stale leads, automatic no-answer follow-up cadences, and a public capture form, all inside the same workspace that sends your proposals, contracts, and invoices. It is included in every plan from $9 a month.

Sound familiar?

Leads don't die from "no". They die from silence.

✕

Leads scattered everywhere

WhatsApp, Instagram DMs, a notebook, and three spreadsheets. Nobody can answer "how many open deals do we have?"

✕

The forgotten follow-up

They didn't answer Tuesday's call, you meant to try again Thursday, and remembered two weeks later. Deal gone.

✕

Big CRMs built for big sales teams

Enterprise CRMs want admins, setup weeks, and per-seat fees. You need a pipeline that works on day one.

What you get

A pipeline with reflexes.

Not a database of names, a board that actively tells you what to do next.

Kanban pipeline with values

Drag leads across your stages. Every column totals its deal value, and the weighted pipeline tells you what's realistically coming.

Heat: hot, warm, cold

Mark the temperature of every deal and see it on the card. Mondays start with the hot list, not an unsorted pile.

Rotting alerts

A lead nobody touched starts visually rotting on the board. Stale deals can't hide, they turn red and demand attention.

No-answer cadence: 1, 3, 7

Log a call as no-answer and AgencyKit schedules the follow-ups: tomorrow, in three days, in a week. Silent leads resurface on schedule.

Capture form + ads webhook

Share a public form or wire your ad platform straight to the pipeline. Leads arrive tagged with their source, duplicates detected automatically.

Won? One click to client

Convert a won lead into a full client instantly, history intact, ready for the proposal, the contract, and the first invoice.

From ad click to paid invoice, one system.

Standalone CRMs stop at "won" and hand you off to four other tools. In AgencyKit the same record flows on: the won lead becomes a client, gets a proposal, signs a contract, and pays an invoice, with every call and meeting from the sales stage still on its timeline.

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Ad → Lead → Won → Client → Proposal → Paid

The sales report then attributes collected revenue back to the salesperson who closed it.

Right-sized

Built for closers, not CRM admins.

CapabilityAgencyKitEnterprise CRM
Setup timeMinutesDays to weeks
Follow-up cadence built inYes, automatic 1/3/7Usually a paid add-on
Stale-lead rotting alertsYes, visualCustom reports required
Proposal → contract → invoiceBuilt in, same recordThird-party integrations
Pricing modelPer account, from $9/moPer seat, per module
Who it fitsAgencies 1–30 peopleSales orgs with ops teams
The full pipeline is in every plan from $9/mo. AI client insights come with Agency and Pro.

Key takeaways

  • AgencyKit CRM gives small agencies a kanban pipeline with deal values, heat, and weighted totals.
  • No-answer cadences (1, 3, 7 days) and rotting alerts make sure no lead dies of silence.
  • A public capture form and ads webhook feed the pipeline automatically, with duplicate detection.
  • Won leads convert to clients in one click and flow straight into proposals, contracts, and invoices.
FAQ

CRM questions, answered.

AgencyKit CRM is a leads pipeline built for small agencies and freelancers. It gives you kanban stages with deal values, hot and cold indicators, rotting alerts for stale leads, automatic follow-up cadences, and a public capture form, all connected to the same workspace that sends your proposals and invoices.
Three ways: manually in seconds, through your public lead capture form that you can embed or share, or automatically via webhook from your ad platforms and landing pages. Captured leads land in the pipeline instantly with duplicate detection built in.
A lead that has not been touched for too long starts visually rotting on the board, so stale deals stand out immediately instead of hiding in a list. Combined with heat indicators, you always know who needs attention today.
When you log a call as no-answer, AgencyKit schedules automatic follow-up reminders at 1, 3, and 7 days. Silent leads resurface on schedule instead of being forgotten.
Yes. Every lead carries a deal value, and the board shows both the raw total and a weighted pipeline value based on stage. The sales report adds calls, meetings, win rates, and revenue per salesperson.
Convert it to a client in one click. Contact details and history carry over, and the client is immediately ready for proposals, contracts, invoices, and a retainer package, in the same workspace.
The full leads pipeline, capture form, cadences, heat, rotting, and activity log, is included in every plan from $9 a month. AI-powered client insights are available on Agency and Agency Pro.
Works better together
Proposals
The next step after a hot lead, build and send in minutes.
Client Portal
Where won leads land: proposals, contracts and invoices in one place.
Reports & P&L
Calls, meetings, win rates and collected revenue per salesperson.
Start free, no credit card required

Put every lead on one board today.

Import your leads, share your capture form, and let the cadences do the chasing.

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14-day free trial  ·  CRM in every plan  ·  Cancel anytime