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For agencies

CRM for agencies: clients, deals and projects

You run contacts, deals and projects in one workspace. Mail, enquiries and tasks hang off the same record. Your Work. One Place.

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30 minutes, live, no obligation.

14-day free trial. Cancel anytime before your first charge.

Why the CRM sits on the project

The client lives in CRM, the job in Projects, the email in the inbox. You lose the thread. In YOWO7 you attach the CRM record to the project. Deal, board and hours point at the same record.

CRM and the deal pipeline

Companies, contacts and deals sit in CRM. The pipeline is a board. Each board hangs off a select property with its own stages. You move the card with drag and drop. Quotes and invoices stay in Sales.

Shared Inbox on the contact

Shared Inbox shows the team every client email, right next to the contact. Nobody hunts for the thread in a private inbox. Tickets are a separate app and stay apart from business mail.

Forms and booking pages feed CRM

A form writes into a CRM object and updates the record through an identity property, for example the email. Booking pages show open times from the calendar. The appointment lands in the calendar, the contact in CRM.

Projects and time tracking on the record

In Projects you attach the CRM record to boards and tasks. Time tracking writes the hours onto the task. You see the effort on the project. Hours do not become the invoice automatically. Sales uses them as the basis for the quote and the invoice.

Automations on the same data

Automations react to new and changed records, lists and boards. When a deal moves on, you link the record to a project. The note or the next email is created in the same workspace. Automations start on the Team plan.

GDPR and EU hosting

Core systems run in the EU. Processing stays GDPR-compliant.

Pricing for the CRM

Four plans, priced per user. CRM, Shared Inbox, Forms and Files are on every plan. Projects, time tracking, booking pages and automations start on Team.

Starter

€49/month

excl. VAT

2 users included

Team

Popular

€99/month

excl. VAT

5 users included

Business

€149/month

excl. VAT

10 users included

Enterprise

€249/month

excl. VAT

25 users included

14-day free trial. Cancel anytime before your first charge.

See all pricing

2-minute check

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The check shows which areas YOWO7 brings together and which plan matches your team size.

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Keep reading

FAQs about CRM for agencies

Companies, contacts and deals live on one record. Projects, Shared Inbox, Forms and Booking hang off that same record.

No. Deals and pipelines live in CRM. Each board hangs off a select property with its own stages. Sales writes quotes and invoices.

Yes. A form updates the record through an identity property, for example the email. A booking page creates the appointment in the calendar and the contact in CRM.

CRM, Shared Inbox, Forms and Files are on every plan. Projects, time tracking, booking pages and automations start on Team. Prices are on /pricing.

Yes. Core systems in the EU. You find the DPA at /dpa and the subprocessors at /subprocessors.

Related

See the agency CRM live

30 minutes. We walk through the contact, the deal, Shared Inbox and the project together.

Book a demoGet started

30 minutes, live, no obligation.

14-day free trial. Cancel anytime before your first charge.