AgentCronOrganize client contacts
Add contact details and record what a new or returning client needs.
Client DeskCRM for agencies and consultants.
Track client contacts, inquiries, proposals and follow-ups in one place. Keep a record of every engagement, from new inquiry to repeat work.
Start free with Client DeskNo card required.
- Keep client contacts and work history together
- Track inquiries, proposals and active engagements
- Record the next action for each client
Manage clients from inquiry to repeat work
Prepare client proposals
Draft a proposal, review the scope and save the document to your private Drive. Share it when it is ready.
Track work and follow-ups
Move engagements through their stages and record the next action. Keep completed work in the client history.
Client Desk FAQs
Who is Client Desk for?
Agencies, consultants and service teams that need a CRM for client contacts, proposals and ongoing engagements.
What can I track in the client CRM?
Client contact details, new inquiries, engagement stages, proposal documents and next actions. Returning work stays linked to the same client.
How are proposals shared?
Saved proposal drafts go to your private Drive. Review and edit them first, then choose who can access the document.
Part of your workspace.
Docs, projects, chat and shared files. Together in AgentCron.
