A CRM for agencies has to do more than track deals. It has to follow a client from the first call to the proposal, the project, the invoice and the renewal, because that is how an agency makes money. Byld Ops is the CRM and operating platform we run BYLD on, and we deploy it under your brand.
Whatever you choose, check it against the way agency work actually flows.
Deals connected to proposals and invoices, so a signed proposal turns into a project and a bill without retyping.
Every email, chat and meeting attached to the client it belongs to.
Project delivery in the same place as the client record, so account and delivery see the same picture.
A client portal, so clients find proposals, invoices and shared docs without asking.
Permissions by person and team, because not everyone should see every client.
AI that can act on your records, with a person approving what goes out.
How Byld Ops covers it
仕組み
Byld Ops puts the CRM, proposals, invoicing and accounting, projects, meetings, booking, docs and a client portal in one system, under your agency name, domain and design.
Its AI assistant searches across all of it, drafts replies and proposals, and holds anything going out for your approval. Read more on the AI chief of staff page.
Other good options
選択
If you mainly need a sales pipeline, HubSpot or Pipedrive will do the job.
If you resell marketing automation to local businesses, look at GoHighLevel. Read our GoHighLevel comparison.
If your workflow is unusual enough that nothing fits, consider a custom CRM.
If you mainly need project management, ClickUp is a good choice. Read our ClickUp comparison.
If you want senior people running your operations, not only a CRM, see our fractional COO service.
Questions
質問
What is the best CRM for an agency?
The one that follows your client from first call to final invoice. For pipeline-only needs, HubSpot or Pipedrive are fine. Byld Ops fits agencies that want proposals, invoicing, projects and a client portal in the same system as the CRM.
What does Byld Ops cost?
$15k one-time setup to deploy it under your brand. Ongoing costs depend on your setup, and we walk through them on the call.
Is Byld Ops white label?
Yes. It runs under your agency name, domain, colors and typeface. See white label CRM.
Can we import our current CRM?
Yes. We import contacts, companies and history, and your team can move over one workflow at a time.
Book a call
連絡先
Walk us through how a client moves through your agency today, and we will show you how it looks in Byld Ops.