You imagine it. Kleap builds it.
Describe what you want to create. AI builds the design, features and logic, then develops the project further with your feedback.
- Your idea
- A working app
- Your next improvements
AI CRM Builder
A Custom CRM for Agencies, Built Around Your Client Pipeline
Describe how your agency works and Kleap's AI builds a CRM for it — new-business pipeline, retainers, project handoffs, and renewals. Free to start, no template wrangling.
You create. Kleap handles the technical side.
Describe the website or app you imagine. Kleap helps you build it, publish it and keep improving it, with tools to monitor how it works and fix issues.
Data and accounts come with the territory.
Database, authentication and forms: build a client portal or an app with the data and access it needs.
- Database
- User sign-in
- Access and roles
Your tools, inside your app.
Add Stripe, business tools and integrations. Connect your accounts and keys to fit the project to the way you work.
- Stripe
- Business tools
- Integrations
A Guardian after launch.
The Guardian spots website issues and helps you fix them with AI. Return to your project in the chat to make the corrections.
- Broken links and 404 errors
- Page and SEO issues
- Fixes with AI
Everything to go live.
Publish with hosting, connect your domain and follow your activity with analytics and the Search Console integration.
- Hosting
- Your domain
- Analytics and Search Console
Your project keeps moving with you.
Keep your code, connect GitHub and work with AI tools like Claude or ChatGPT. AI assistance and human support on paid plans help you along the way.
- Your code
- Claude and ChatGPT
- AI and human support
Minutes
to a working CRM
0
templates or setup
Free
to start building
Build vs. buy
Custom CRM vs. off-the-shelf
Agency work runs from pitch to retainer to delivery, but the new-business pipeline, active retainers, and project handoffs usually live in three tools that never talk to each other — so context gets re-asked at every handoff.
Fit
Off-the-shelf SaaS (Salesforce, HubSpot)
You adapt your business to their fixed fields and objects.
Kleap custom CRM
Built to your exact workflow — your pipeline, your stages, your fields.
Data
Off-the-shelf SaaS (Salesforce, HubSpot)
Your records are locked inside their cloud.
Kleap custom CRM
Your data lives in your own per-app database — exportable anytime.
Cost
Off-the-shelf SaaS (Salesforce, HubSpot)
Per-seat pricing that grows with every new hire.
Kleap custom CRM
Flat — build it once, add your whole team, no per-seat tax.
Changes
Off-the-shelf SaaS (Salesforce, HubSpot)
Wait for their roadmap, or pay a consultant to customize it.
Kleap custom CRM
Ask the AI in plain language and it's done in minutes.
Lock-in
Off-the-shelf SaaS (Salesforce, HubSpot)
Painful migration the day you decide to leave.
Kleap custom CRM
Export the code to GitHub anytime — no lock-in.
Skip the $50k custom-CRM dev agency — the AI builds it.
A custom CRM is one of the internal tools you can make with Kleap's AI internal tool builder. Add sign-in so only signed-in users can open it; ask Kleap to limit access to your team's accounts and test it with a second account before sharing.
Ownership
Your CRM, your data
It's a real app that belongs to you. the code, the database, and the domain. not a rented seat in someone else's platform.
You own the code
Your CRM is a real app you can export to GitHub. not a config trapped inside someone else's platform.
Your own database
Records live in your app's own database, not pooled in a vendor's cloud with everyone else's.
Your own domain
Publish on your custom domain so it's your CRM, on your brand. not a subdomain of theirs.
No per-seat lock-in
Add your whole team without per-seat pricing, and leave anytime with your data intact.
Playbook
Built around how agencies really work
A CRM for agencies has to follow the work from pitch to retainer to delivery, not just store contacts. Most agency teams juggle a new-business pipeline, active retainers, and project handoffs across tools that never talk to each other. Describe your workflow in plain language and the AI builds a CRM that mirrors it — deals, accounts, retainer health, and the handoff to delivery in one place.
Two pipelines, not one run new-business (lead → pitch → proposal → won) separately from a retainer/account-health view for existing clients.
Retainer burn track hours and scope used against each retainer so account managers catch over-servicing before it eats the month's margin.
Scope creep log out-of-scope requests against the SOW so they become a change order instead of unbilled free work.
Sales-to-delivery handoff capture the SOW, key contacts, and kickoff date so delivery never re-asks what sales already knew.
Service-line tags label deals branding, paid, web, or retainer to see which offers actually close and renew.
Renewal reminders flag retainers 60–90 days before they end so you're proposing the next scope, not scrambling.
Lead source record where each new-business lead came from so you double down on the referrals and channels that close.
Account health a simple red/amber/green on every retainer surfaces at-risk clients before they give notice.
Built for the details
What a CRM for agencies actually tracks
The records, fields, and stages a generic template leaves out — built in from your first prompt.
Retainers. monthly scope, hours allotted vs. burned, and the renewal date on every active account.
New-business deals. pitch, proposal, and won stages tagged by service line, with expected value.
Project handoffs. the SOW, key contacts, and kickoff date that move a won deal from sales to delivery.
Client contacts. decision-makers, day-to-day leads, and billing contacts linked to each account.
Illustrative preview
A real app, not a spreadsheet
Your CRM runs like software your team already knows. a clean dashboard with your records and your stages. This is an illustration; the AI shapes the real layout around how you work.
- Your data and your fields. nothing generic
- Live on the web, on any device
- Refine it by chatting. no config screens
Capabilities
Everything a CRM needs
The core building blocks, ready out of the box.
Pipeline
Deal stages you define, not a fixed funnel.
Contacts
Records and fields that match what you track.
Automations
Reminders and follow-ups fire on schedule.
Dashboards
Pipeline, revenue, and what's due at a glance.
Permissions
Roles and logins that fit your team.
Mobile
Runs in any browser, on any device.
Connects to your stack
Tell the AI which tools to wire in and it builds the integration . no waiting on a marketplace for a connector that doesn't exist.
SlackGoogle WorkspaceStripeQuickBooksGoogleZapierNotionAirtableGmailGoogle Sheetsand more
Process
How it works
Describe it, refine it, publish it. No schema design, no setup phase before you start.
Step 1
Describe your workflow
Tell Kleap what you track — clients, pipelines, renewals, whatever your business runs on. Plain language, no schema design.
Step 2
Kleap builds the CRM
The AI turns your description into a working CRM with the right records, stages, and fields for your industry.
Step 3
Refine and publish
Keep chatting to adjust anything, then publish. Your CRM is a real app you can use and share.
FAQ
Frequently asked questions
What is an agency CRM?
An agency CRM tracks the whole client relationship — new-business pipeline, active retainers, and project handoffs — in one place instead of scattered across email, spreadsheets, and project tools. Kleap builds one around your actual workflow.
How is a custom CRM different from HubSpot?
HubSpot gives you a fixed set of objects and fields you adapt your agency to. A custom CRM is built around your pipeline, retainers, and handoffs — and you own the code and data, with no per-seat pricing.
Can it connect to Slack and QuickBooks?
Yes. Tell the AI which tools to wire in — Slack, QuickBooks, Google Workspace, Stripe — and it builds the integration into your CRM.
How is it different from a project tool like Asana or Monday?
Asana and Monday manage tasks and delivery; an agency CRM tracks the client relationship — new-business pipeline, retainers, and handoffs. Kleap can build both, and the CRM hands work off to your delivery board instead of duplicating it.
Can it track retainer burn and profitability?
Yes. Track hours and scope used against each retainer's budget so account managers see over-servicing before it erodes the margin. Wire in Harvest or Toggl if your team already logs time there.
Can Kleap really build a CRM for agencies?
Yes. A Custom CRM for Agencies, Built Around Your Client Pipeline works by turning a plain-language description of how you operate into a working CRM — the contacts, pipeline stages, tasks, and reminders that fit agencies, not a generic contact list.
How much does it cost to build a custom CRM?
A traditional custom-CRM build with a dev agency can cost tens of thousands of dollars. With Kleap you describe what you need and the AI builds it — free to start, so you skip the agency invoice.
Is it free to start?
Yes. You can describe your workflow, generate a working CRM, preview it live, and keep refining it in chat for free. Advanced options like a custom domain and the enterprise build service are paid.
Do I need to design a database or write code?
No. You describe what you track in your own words and Kleap builds the app. You refine it by chatting — no schema design, no spreadsheets, no code.
What if I want experts to build and run it for me?
That's Kleap Enterprise. Our team scopes, builds, and maintains the CRM for you with custom integrations, SSO, dedicated support, an SLA, and a custom plan. Use the enterprise form on this page to start.
Build a CRM for another workflow
CRM for Construction
Describe your projects and Kleap's AI builds a construction CRM — bid pipeline, subcontractors, job sites, and RFIs — without forcing your process into someone else's template. Free to start.
CRM for Healthcare
Kleap's AI builds a patient-relationship CRM for your practice — inquiries, appointment follow-ups, referrals, and outreach. A CRM for engagement, not a clinical record system. Free to start.
CRM for Schools
Describe your admissions process and Kleap's AI builds a school CRM — prospective students, enrollment stages, parent communication, and re-enrollment. Free to start, no spreadsheets.
CRM for Manufacturing
Describe your sales process and Kleap's AI builds a manufacturing CRM — distributor accounts, RFQs, quotes, and reorders — tailored to how you actually sell. Free to start.
CRM for Law Firms
Describe your practice and Kleap's AI builds a legal CRM — intake pipeline, clients, matters, and key deadlines — so leads convert and nothing slips. Free to start.
CRM for Insurance
Describe your book of business and Kleap's AI builds an insurance CRM — leads, policies, renewals, and claims — so nothing lapses and every renewal gets worked. Free to start.
Kleap Enterprise
Want experts to build and run it for you?
Skip the DIY and let Kleap's team scope, build, and maintain your CRM end-to-end. with custom integrations, dedicated support, an SLA, and a plan priced to your organization.
- Dedicated build team that scopes, ships, and iterates the CRM for you
- Custom integrations with the tools your team already runs on
- SSO, role-based access, and workspace governance for IT
- Priority support with an SLA and a named point of contact
- Migration and onboarding help so your data lands clean
- Custom enterprise plans priced to your team and usage
Describe your CRM. Watch Kleap build it.
Tell Kleap how your team works and get a working, shareable CRM in minutes. Free to start.