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The Agency CRM
Netherlands
What it is
The Agency CRM brings agency work such as leads, clients, projects, invoices, and retainers into one system. Its visual pipeline supports unlimited pipelines and stages, follow-up tasks, deal forecasts, and win probabilities. An AI assistant can draft quotes, emails, and tasks, and summarize pipeline and client information using company context. Marketing tools include a visual automation builder, email campaigns and sequences, and no-code funnels and landing pages. The maker lists integrations with Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online, and Moneybird, plus a REST API with OAuth 2.0, an interactive sandbox, and webhooks. iOS and Android apps provide offline access to leads, deals, and contacts, then sync after reconnecting. The maker says data is encrypted on EU-based infrastructure, with roles and audit logs for access. A free plan is limited to one user, up to five clients, and 10 invoices per month. Paid plans start at €29/mo, and a seven-day trial does not require a credit card.
For and against
For
- Pipeline supports unlimited pipelines and stages.
- AI assistant drafts quotes, emails, and tasks.
- Mobile apps support offline access to leads and contacts.
- Seven-day trial does not require a credit card.
- Integrates with listed email, calendar, payment, and messaging services.
Against
- Free plan is limited to one user.
- Free plan supports up to five clients.
- Free plan allows 10 invoices per month.
- Paid plans are billed per month, excluding VAT.
The verdict
The Agency CRM combines pipeline, marketing, invoicing, and client work in one system. The free tier has modest user, client, and invoice limits; paid plans start at €29/mo, excluding VAT.
Who it suits
The Agency CRM is aimed at agencies and may also suit IT companies, consultancies, and e-commerce teams. Its mobile apps and offline access may help people who need to view leads, deals, and contacts away from a connection.
Plans and prices
Free
1 user · 5 clients · 10 invoices/month · basic CRM and pipeline
Read 15 Oct 2026 · theagencycrm.nl
Starter
3 users · 25 clients · 100 invoices/month · basic automations
Read 15 Oct 2026 · theagencycrm.nl
Pro
10 users · unlimited clients and invoices · AI writer and scraper · advanced automations
Read 15 Oct 2026 · theagencycrm.nl
Business
25 users · everything in Pro · multi-tenant white-label · 20,000 AI credits/month
Read 15 Oct 2026 · theagencycrm.nl
Enterprise
Unlimited users · custom AI models and unlimited credits · dedicated success manager · SLA and uptime guarantee
Read 15 Oct 2026 · theagencycrm.nl
On the record
- AI agents
- Agent Studio and an agent office let users build agents, while outward actions wait in a human approval send gate.theagencycrm.nl · read 15 Oct 2026
- AI assistant
- The assistant can draft quotes, emails and task lists and summarize pipeline, client and project information using account context.theagencycrm.nl · read 15 Oct 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 · read 30 Sep 2026
- Apple app data
- Apple's listing says the developer may link location, contact information, user content, identifiers and diagnostics to the user.apps.apple.com · read 15 Oct 2026
- Apple app requirements
- The iOS app requires iOS 15.6 or later; the Mac version requires macOS 12.5 or later and an Apple M1-or-newer Mac.apps.apple.com · read 15 Oct 2026
- Automation
- A visual automation builder can trigger email flows, tasks and CRM actions.theagencycrm.nl · read 15 Oct 2026
- Claimed adoption
- The maker reports more than 500 active teams and €2.4 million invoiced monthly.theagencycrm.nl · read 15 Oct 2026
- Company history
- The maker says it was founded in 2019 in the Netherlands, began as a digital agency, and opened to its first 30 external teams in 2022.theagencycrm.nl · read 15 Oct 2026
- Company size
- The about page describes a remote-first Netherlands and Belgium team with more than five core members.theagencycrm.nl · read 15 Oct 2026
- Content machine
- The content tool plans, writes and publishes blog, social and email content with AI assistance.theagencycrm.nl · read 15 Oct 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 · read 30 Sep 2026
- Developer documentation
- The maker says it provides endpoint documentation with examples, an OpenAPI specification, a sandbox and webhook recipes.theagencycrm.nl · read 15 Oct 2026
- Email marketing
- The marketing module supports segmented campaigns, newsletters and broadcasts using CRM data.theagencycrm.nl · read 15 Oct 2026
- Funnels
- A no-code funnel builder provides lead magnets, opt-in pages, sales funnels and A/B testing.theagencycrm.nl · read 15 Oct 2026
- Google Play app function
- The Android app is described as supporting client contact, marketing-interaction visibility, mobile open-house registration and notifications for tasks, birthdays and anniversaries.play.google.com · read 15 Oct 2026
- Google Play data safety
- Google Play states that no data is shared with third parties, no data is collected, data is encrypted in transit and data cannot be deleted.play.google.com · read 15 Oct 2026
- Google Play developer
- Google Play identifies IDC Global as developer and lists an address at 26 Broadway Ste 941, New York, NY 10004, United States.play.google.com · read 15 Oct 2026
- Independent implementation fact
- Kantex describes the marketing site and CRM dashboard as built with Nuxt and Vue around work, sales, operations and marketing domains.kantex.nl · read 15 Oct 2026
