Can each client log in and see only their own projects?

Yes. Add Supabase auth with magic-link login, then row-level security policies that scope project visibility to the logged-in client's ID. Clients can't see other agency clients - the database enforces it, not the UI.

How does retainer hour tracking work?

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.

Does it integrate with Stripe for invoicing?

Yes. Click the Stripe integration to OAuth into your account. Invoices stay in Stripe (don't reinvent invoicing); the CRM just stores the Stripe invoice ID and pulls status. You see "paid / sent / overdue" without leaving the dashboard.

Can I customise the client portal per client (white-label)?

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 full subdomains per client (clienta.youragency.com), wire up wildcard DNS - Webtwizz can scaffold the routing.

How do I migrate from spreadsheets or Notion?

Export your existing client/project data to CSV. Add a one-time admin import page (the AI scaffolds it on prompt) that ingests the CSV into the right tables. For Notion specifically, export databases as CSV first - same import path.

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.

Webtwizz AI Full-Stack Builder Interface Preview

Saved/yr vs Productive 10-seat

Concurrent client portals supported

White-label per client

From prompt to working CRM

01 / What you get

Agency Client CRM, generated.

Click Generate from the box above. Real Next.js code, real database, real integrations - not a sandbox. Each piece below ships in the first prompt.

Client records with retainer terms, billing cycle, and primary contact

Projects per client with deliverable lists, due dates, and status

Retainer tracking: hours used vs allotted, monthly rollover, alerts on overage

Per-client portal: clients log in and see only their projects, deliverables, and invoices

Invoice status tracker (draft, sent, paid, overdue) with Stripe link-out

Per-team-member dashboards: what's due this week across all clients

The same shape becomes

4 variants you can ship.

Design agency CRM

Project-shaped, deliverables with revisions, asset library, scope-creep alerts.

Marketing / SEO agency CRM

Retainer-based, monthly deliverable checklists, performance dashboards per client.

Dev agency CRM

Sprint-based, GitHub issue links, time-by-engineer, infra cost passthrough.

Freelancer collective CRM

Shared client roster, lead-routing rules, profit splits, member invoicing.

Pixel-perfect control over every detail

Fine-tune typography, colors, spacing, and layouts with precision. See changes instantly as you design.

Built-in content and data

Manage your content directly in the builder, or connect a database for dynamic data like products, blog posts, and user accounts. No technical setup needed.

AI that actually builds

Describe what you want and watch it come to life. The AI creates pages, adds features, fixes issues, and refines your app through natural conversation.

Layers panel

See your entire page structure at a glance. Select, reorder, and nest elements with drag and drop precision.

Custom components

Build once, reuse everywhere. Create your own components and drop them into any page instantly.

Pages panel

Manage all your pages in one place. Add, duplicate, and organize your site structure effortlessly.

For people who hate $99-per-seat tools.

→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

Powerful integrations

Payments, database, AI, email, analytics. Wired up the moment you click connect.

Stripe

Payments

Supabase

Database & Auth

OpenAI

AI · GPT

Anthropic

AI · Claude

Resend

PostHog

Analytics

Sentry

Errors

Suggest an integration

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.

Head-to-heads: vs Lovable · vs Bolt · vs v0 · vs Replit

Frequently Asked Questions

More crm you can ship.

Sales CRM

Stop renting Salesforce or HubSpot for $50 to $150 per seat. Generate a CRM that fits how your team actually sells, owns the customer data, and scales with you.

Recruiting CRM

Stop paying $99/seat for Greenhouse to track 40 candidates. Generate a recruiting CRM that fits your hiring process exactly, owns the candidate data, and runs at flat cost.