The Agency CRM

iPhone + Android

7.7No. 4 of 31
in Professional Services CRM Software

Recognised40% of the score20
Phone app26% of the score100
Documented20% of the score80
Free plan14% of the score100

Free plan: Yes
Paid plans from: $29/mo
Runs on: Android, api, iPhone, Web

Summary

The Agency CRM is ranked #4 of 31 in professional services CRM software on Samsung Mobile US Press. It runs on Android, API, iOS, Web. There is a free plan. A free trial is offered. Paid plans start at $29/mo.

The Agency CRM plans and pricing

All plans

Free Free 1 user · Up to 5 clients · 10 invoices / month · Basic CRM & pipeline · 41+ connectors · Email support theagencycrm.nl · 30 Sept 2026

Starter $29/mo per month, excl. VAT Up to 3 users · Up to 25 clients · 100 invoices / month · 500 AI credits / month theagencycrm.nl · 30 Sept 2026

Pro $79/mo per month, excl. VAT Up to 10 users · Unlimited clients · Unlimited invoices · 5,000 AI credits / month theagencycrm.nl · 30 Sept 2026

Business $199/mo per month, excl. VAT Up to 25 users · Multi-tenant white-label · 20,000 AI credits / month · API access + webhooks · Priority support (4h response) theagencycrm.nl · 30 Sept 2026

Enterprise Not published Unlimited users · Custom AI models + unlimited credits · Dedicated success manager · SLA + uptime guarantee · SSO / SAML / SCIM theagencycrm.nl · 30 Sept 2026

Compared on professional services CRM software

Free plan: Yestheagencycrm.nl
Lead capture: Yestheagencycrm.nl
Proposal management: Yestheagencycrm.nl
Client portal: Yestheagencycrm.nl
Email sync: Yestheagencycrm.nl
Workflow automation: advancedtheagencycrm.nl
Project tracking: Yestheagencycrm.nl

Facts

Product scope: The Agency CRM describes itself as an operating system for agencies that handles leads, clients, projects, invoices and retainers in one system.theagencycrm.nl · 30 Sept 2026
Pipeline: The visual pipeline supports unlimited pipelines and stages, automatic follow-up tasks, and deal forecasts and win probabilities.theagencycrm.nl · 30 Sept 2026
AI assistant: The AI assistant can draft quotes, emails and tasks and summarize pipeline and client information using company context.theagencycrm.nl · 30 Sept 2026
Automation: The marketing tools include a visual automation builder, email campaigns and sequences, and no-code funnels and landing pages.theagencycrm.nl · 30 Sept 2026
Integrations: The maker lists Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online and Moneybird integrations, plus a REST API.theagencycrm.nl · 30 Sept 2026
API: The integrations page describes a documented REST API with OAuth 2.0, an interactive sandbox and webhooks for real-time events.theagencycrm.nl · 30 Sept 2026
Data security: The maker says data is encrypted on European servers and access uses roles and audit logs, with a data processing agreement.theagencycrm.nl · 30 Sept 2026
Infrastructure: The sub-processors page says platform data is stored encrypted within the European Union on EU-based cloud infrastructure.theagencycrm.nl · 30 Sept 2026
Mobile app: The mobile app is described as available for iOS and Android and supports offline access to leads, deals and contacts with automatic sync after reconnecting.theagencycrm.nl · 30 Sept 2026
Support: The pricing page lists email support for Free, Starter and Pro, priority support with a 4-hour response for Business, and dedicated support for Enterprise.theagencycrm.nl · 30 Sept 2026
Trial: The pricing page offers a 7-day free trial without requiring a credit card.theagencycrm.nl · 30 Sept 2026
Intended users: The maker says it built the product for agencies and lists agencies, IT companies, consultancies and e-commerce teams among its users.theagencycrm.nl · 30 Sept 2026
Notable limits: The Free plan is limited to 1 user, up to 5 clients and 10 invoices per month.theagencycrm.nl · 30 Sept 2026