Solutions
CRM software for creative and design agencies
A creative agency's real product is a project delivered on brief and on time. CRMLeaf pairs the pipeline that wins the work with the project templates and time tracking that deliver it, without a separate tool for each.
- Free trial
- No credit card
- Free onboarding
Where it fits
What changes for creative and design agencies
1
Every new project starts from a blank task list
Project templates (with Excel import) mean a proven project structure is reused, not rebuilt from scratch each time.
2
Client approvals get buried in email
Client portal access and threaded contract discussions keep sign-off attached to the record it belongs to.
3
Retainer hours are tracked in a separate spreadsheet
Time tracking and timesheets roll straight into recurring or milestone invoicing for retainer clients.
Modules used
The parts of CRMLeaf this runs on
Common questions from creative and design agencies
See CRMLeaf built for creative and design agencies
Bring your own pipeline and project structure to a 30-minute demo - we'll show it configured for how you actually work.
Free trialNo credit cardFree onboarding