A Custom CRM for Agencies, Built Around Your Client Pipeline
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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.
You adapt your business to their fixed fields and objects.
Built to your exact workflow — your pipeline, your stages, your fields.
Your records are locked inside their cloud.
Your data lives in your own per-app database — exportable anytime.
Per-seat pricing that grows with every new hire.
Flat — build it once, add your whole team, no per-seat tax.
Wait for their roadmap, or pay a consultant to customize it.
Ask the AI in plain language and it's done in minutes.
Painful migration the day you decide to leave.
Export the code to GitHub anytime — no lock-in.
Skip the $50k custom-CRM dev agency — the AI builds it.
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.
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.
Model two pipelines, not one a new-business pipeline (lead → pitch → proposal → won) plus a retainer/account-health view for existing clients.
Track retainer scope and burn so account managers can see when a client is over-servicing before it eats the margin.
Add a clean sales-to-delivery handoff that captures the SOW, key contacts, and kickoff date so nothing gets re-asked.
Tag deals by service line (branding, paid, web, retainer) to see which offers actually close and renew.
Set renewal reminders 60–90 days before a retainer ends so you're proposing the next scope, not scrambling.
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
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.
How it works
Describe it, refine it, publish it. No schema design, no setup phase before you start.
Describe your workflow
Tell Kleap what you track — clients, pipelines, renewals, whatever your business runs on. Plain language, no schema design.
Kleap builds the CRM
The AI turns your description into a working CRM with the right records, stages, and fields for your industry.
Refine and publish
Keep chatting to adjust anything, then publish. Your CRM is a real app you can use and share.
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.
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.
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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.
Start free — no credit card required.