AI-powered CRM for agencies

Stop replying to leads that were never going to close.

AgenciesFlow scores every inbound inquiry 0–100 before your team sees it. Capture leads from your website, email, WhatsApp, and LinkedIn — then hand qualified deals straight into onboarding.

No credit card required · Full Pro access · Cancel anytime

app.agenciesflow.com/leads
AgenciesFlow dashboard — lead pipeline, AI scores, onboarding, proposals, invoices
🎯

Every lead scored 0–100 by AI

📬

Capture from 9 channels

🚀

Onboarding starts when you close

💼

Built for agencies, not sales teams

This is what your team will see tomorrow

Real product screenshots. Not mockups. Not prototypes.

Every lead scored 0–100, categorized, and ready to act on. No guessing.

app.agenciesflow.com
AgenciesFlow leads pipeline showing AI scores, categories, and status for each lead
AgenciesFlow lead detail page with AI score breakdown, summary, and draft reply
AgenciesFlow automated onboarding flow with checklist and AI-generated handoff notes
AgenciesFlow analytics dashboard showing conversion rates, response times, and source performance

From first inquiry to paying client. One tool.

Built for agencies. Not a stripped-down enterprise CRM with a new logo.

AI scores every lead before you see it

Each inquiry gets a 0–100 score and a plain-English summary. You see 91 or 38 — not a wall of form fields to read through.

Lead scoring available on all plans. AI draft replies on Growth and above.

One pipeline. Every channel.

Website forms, email, Facebook, Instagram, WhatsApp, LinkedIn — leads from every source land in a single pipeline. No spreadsheets. No copy-paste between tabs.

Close the deal. Onboarding starts itself.

Mark a lead Won and a branded checklist spins up automatically. Assign tasks, request assets, and track progress to completion.

Draft a reply in one click

AI writes a tailored first response based on the inquiry, score, and category. Edit it, send it — done in 30 seconds.

Plug into the tools you already use

Sync won deals to HubSpot or Pipedrive. Auto-create projects in ClickUp, Notion, or Asana. Connect via Zapier or use the full read/write API.

Integrations available on Growth, Pro, and Agency plans.

Hot lead? You'll know in seconds.

Slack and email alerts fire the moment a high-scoring lead arrives. No more hot inquiries buried in a shared inbox overnight.

No credit card required · 14-day free trial · Full Pro access

First inquiry to onboarded client. Three steps.

No setup marathon. No six-page config wizard. Connect your channels and go.

01

Leads flow in from every channel

Embed your intake form, forward an email address, or connect Facebook, Instagram, LinkedIn, and WhatsApp. Every inquiry lands in your pipeline instantly — zero manual entry.

Nothing slips through the cracks

02

AI scores and summarizes each one

Every submission gets a 0–100 score, a plain-English summary, follow-up questions, and a draft reply. Your team knows exactly what they're looking at.

No manual research — AI does the first pass

03

Won deal? Onboarding starts automatically.

Move the lead to Won and a branded onboarding checklist creates itself. Assign tasks, request assets, and sync the new client to your project tool.

No dropped handoffs between sales and delivery

What changes when AI reads your leads first

0–0

AI score on every lead

Before your team even opens the inquiry, AI has scored it, summarized the opportunity, and drafted a first response.

0s

to draft a reply

AI writes a personalized response based on the lead's score, category, and message. Edit, send, move on.

0-click

onboarding handoff

Mark a deal won. The onboarding checklist creates itself. No manual handoff.

0

capture channels

Website forms, email, Facebook, Instagram, WhatsApp, LinkedIn, Calendly, Typeform, Tally, JotForm — all feeding one pipeline.

Built for how agencies actually work

Whether you run a 3-person studio or a 50-person agency, the workflow is the same: qualify fast, close faster, onboard without dropping the ball.

Marketing Agencies

Drowning in form fills you can't prioritize

AI scores every lead so your team chases the right ones first

Web Design Studios

Client handoff between sales and design is a mess

Onboarding checklists auto-create when you close — nothing dropped

SEO & Content

Leads trickle in from 5 different places

Every channel feeds one pipeline. AI categorizes by intent and budget.

Dev & Software Shops

You're too busy building to follow up on proposals

AI draft replies + one-click proposals from scored leads

Creative & Branding

Clients go quiet after signing — onboarding drags

Branded client portal with checklists, asset requests, and progress tracking

Social Media Agencies

Managing leads across Meta, LinkedIn, and email is chaos

Capture from Facebook & Instagram Lead Ads, LinkedIn, email, and forms — all scored automatically

Works with what you already use

CRM, project management, accounting, marketing, and communication tools — connected natively.

HubSpot

HubSpot

Pipedrive

Pipedrive

Slack

Slack

Zapier

Zapier

ClickUp

ClickUp

Notion

Notion

Asana

Asana

QuickBooks

QuickBooks

Google Workspace

Google Workspace

Zoom

Zoom

Teams

Teams

Twilio

Twilio

Mailchimp

Mailchimp

QuickBooks

QuickBooks

Calendly

Calendly

FreshBooks

FreshBooks

Trello

Trello

Xero

Xero

Monday.com

Monday.com

Google Analytics

Google Analytics

Facebook

Facebook

Instagram

Instagram

HubSpot

HubSpot

Pipedrive

Pipedrive

Slack

Slack

Zapier

Zapier

ClickUp

ClickUp

Notion

Notion

Asana

Asana

QuickBooks

QuickBooks

Google Workspace

Google Workspace

Zoom

Zoom

Teams

Teams

Twilio

Twilio

Mailchimp

Mailchimp

QuickBooks

QuickBooks

Calendly

Calendly

FreshBooks

FreshBooks

Trello

Trello

Xero

Xero

Monday.com

Monday.com

Google Analytics

Google Analytics

Facebook

Facebook

Instagram

Instagram

Plus Facebook, Instagram, Calendly, LinkedIn, WhatsApp, Typeform, Tally, JotForm, and more. See all integrations

Your data is safe. For real.

We handle agency and client data. We take that seriously.

256-bit TLS encryption

GDPR compliant

SOC 2 infrastructure

99.9% uptime SLA


Built for the way agencies actually work

Not another enterprise CRM with features you'll never use. AgenciesFlow is purpose-built for teams that win clients and deliver projects.

AI does the first pass

Every lead gets scored 0–100 with a plain-English summary before your team sees it. Focus on the inquiries that actually close.

From close to onboarding in seconds

Mark a deal as won and a branded client checklist spins up automatically. No more post-sale chaos.

One tool, not seven

Leads, proposals, invoices, time tracking, campaigns, and up to 29 integrations — all in one workspace built for agency workflows.

Built by agency people

We've run agencies. We know what breaks. AgenciesFlow exists because we couldn't find a tool that handled lead qualification and client onboarding the way agencies actually work.

See it for yourself — no credit card, no sales call.

Pricing that doesn't punish you for growing

AI lead scoring on every plan. No per-seat charges. Upgrade when you need more.

MonthlyYearlySave $360/yr

Free

Free

500 contacts

  • AI lead scoring
  • 2 seats
  • 5 proposals/mo
Get started free

Growth

$34/mo

5,000 contacts

  • AI draft replies
  • 8 seats
  • 15 integrations
Start free trial
Most popular

Pro

$109/mo

Unlimited

  • All AI features
  • 25 seats
  • Zapier + API
Start free trial

Agency

$249/mo

Unlimited

  • 25 sub-accounts
  • SSO/SAML
  • Dedicated CSM
Start free trial
View full pricing & feature comparison →

Questions you're probably asking

Straight answers. No fine print.

After 14 days, you'll be prompted to choose a plan. If you don't pick one, your account moves to Free-tier limits (500 contacts, 2 seats, 2 onboarding flows) — no data is deleted. Your trial gives you full Pro access regardless of which plan you intend to use.

No. Your 14-day trial starts immediately with no payment information required. You only need a card when you choose a plan at the end of your trial.

Website forms, email forwarding, Facebook Lead Ads, Instagram Lead Ads, WhatsApp, LinkedIn, and any other channel you connect. Leads from every source land in one pipeline automatically.

Yes. Upgrade or downgrade at any time from Settings → Billing. Changes take effect immediately. No friction, no waiting period.

Yes. Cancel from your billing settings whenever you want. No calls, no cancellation fees, no runaround. If you're on a yearly plan, you keep access until the end of your billing period.

More questions? Check the full FAQ or email us.

Free guide

7 ways top agencies close more inbound leads

The exact qualification, follow-up, and onboarding tactics that separate 6- and 7-figure agencies.


Your next inquiry is already on its way

Set up AgenciesFlow once. Every inquiry after that gets scored, summarized, and routed to your team — before they finish their coffee.

No credit card required · Full Pro access · Cancel anytime