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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.
Get started for free, no credit card needed.
$0
Saved/yr vs Productive 10-seat
0
Concurrent client portals supported
0%
White-label per client
0h
From prompt to working CRM
01 / What you get
Agency Client CRM, generated.
Click Generate from the box above. Real Next.js 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.
Pixel-perfect control
The AI builds it. Then you shape every pixel.
Content
Wire up real data
Collections and CMS that feed your live pages.
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
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
Integrations
Works with the tools you already use.
Payments, database, AI, email and analytics, wired up the moment you connect.
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 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.
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 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.
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.
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.
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.
Start building
Your idea, live in minutes.
Describe what you want. WebTwizz builds the real thing, then you click to change anything. No code needed.
Get started for free, no credit card needed.