Data
Wire up real data
Databases and CMS that power your live app, no backend to set up.
Build a Client CRM for Agencies with AI
Stop juggling Notion, Asana, and a billing spreadsheet. Generate one tool that holds clients, projects, retainers, and the client-facing portal you keep promising to build.
100 free credits on signup. No credit card needed.
$4,800
Saved/yr vs Productive 10-seat
50
Concurrent client portals supported
100%
White-label per client
2h
From prompt to working CRM
01 / What you get
Agency Client CRM, generated.
Click Generate from the box above. Real code, a real database, real integrations, not a sandbox. Each piece below ships in the first prompt.
01
Client records with retainer terms, billing cycle, and primary contact
02
Projects per client with deliverable lists, due dates, and status
03
Retainer tracking: hours used vs allotted, monthly rollover, alerts on overage
04
Per-client portal: clients log in and see only their projects, deliverables, and invoices
05
Invoice status tracker (draft, sent, paid, overdue) with Stripe link-out
06
Per-team-member dashboards: what's due this week across all clients
02 / Variants
4 variants you can ship.
01
Design agency CRM
Project-shaped, deliverables with revisions, asset library, scope-creep alerts.
02
Marketing / SEO agency CRM
Retainer-based, monthly deliverable checklists, performance dashboards per client.
03
Dev agency CRM
Sprint-based, GitHub issue links, time-by-engineer, infra cost passthrough.
04
Freelancer collective CRM
Shared client roster, lead-routing rules, profit splits, member invoicing.
From data to design
The AI builds a real app. Then you shape every pixel.
Type
Tune every letter
Font, size, weight, leading and spacing, all by hand.
Color
Pick any color
Components
Reuse your own blocks
Save any section and drop it in anywhere.
Images
Drop in photos
Pull in free imagery without leaving the canvas.
Pages
Structure your site
03 / Who it's for
Who this is for.
→Design and dev agencies with 5 to 50 active clients
→Marketing and SEO agencies tracking monthly retainers and deliverables
→Consultancies running multiple parallel engagements
→Freelancer collectives that need shared client visibility
Works with the tools you already use.
Payments, data, email, analytics, booking, messaging and AI. Connect an account once and every project can use it.
See all connectors
04 / Why generate it
Why generate it instead of buying it.
Tools like Productive, Float, or HoneyBook charge per seat and lock features behind agency-tier plans. Generate something that fits your workflow exactly, not a generic agency template.
The client portal is the killer feature most agencies never build because the off-the-shelf options are clunky. Generate it once, customise per-client, charge it as a value-add.
FAQ
Questions about Agency Client CRM.
Everything you need to know before you generate it. Anything else, our team is one email away.
Yes. Add Supabase logins with sign-in links sent by email, then database rules so each client only sees their own projects. Clients can't see other agency clients; the database enforces it, not just the screens.
Add a time-entry table that links entries to a project and the team member who logged them. Compute monthly usage against the retainer's allotted hours. Alert when a client crosses 80% mid-month so you can flag overages before they happen.
Yes. Click the Stripe integration and sign in to connect your account. Invoices stay in Stripe (don't reinvent invoicing); the CRM just keeps a reference to each Stripe invoice and pulls its status. You see "paid / sent / overdue" without leaving the dashboard.
Yes. Each client record can hold a brand colour and logo URL. The portal renders with those when the matching client is logged in. For a full subdomain per client (clienta.youragency.com), turn on a catch-all domain setting (wildcard DNS) and WebTwizz can set up the rest.
Export your existing client/project data to CSV. Add a one-time admin import page (the AI builds it when you ask) that loads the CSV into the right tables. For Notion specifically, export databases as CSV first, same import path.
Keep building
More crm you can ship.
Coaching Client CRM
One tool for client notes, package tracking, and progress. Skip Practice Better's $50/month and Paperbell's feature gates.
Investor CRM
Stop tracking 200 investors in a Notion table or paying for Affinity. Generate a CRM shaped to how fundraising actually works, intros, soft circles, term sheets.
Nonprofit Donor CRM
Donor history, recurring gifts, tax receipts. Generated for your nonprofit, not retrofitted from a Fortune-500 sales tool.
Real Estate CRM
Leads, viewings, listings, commissions. Generated for how your team actually works, not retrofitted from a generic sales CRM.
Your idea, live in minutes.
Describe what you want. WebTwizz builds the real thing, then you click to change anything.
100 free credits on signup. No credit card needed.