Clients, contacts and deals
Track companies, the people inside them and the deals in flight, all tied to real projects and invoices.
All comparisons
Agency CRM
Agency CRM that runs the whole client relationship
A traditional CRM tracks contacts and deals, then hands off to other tools the moment work begins. For an agency, that gap is where things break — the proposal lives in one app, the project in another, the invoices and support somewhere else, and nobody sees the whole client.
ProjEvo is an agency CRM where the client record connects to everything: the deal becomes an AI proposal and an e-signed contract, the contract becomes a project and a subscription, and support, hosting and the client portal all hang off the same client — so you see the full relationship, not just the pipeline.
Best for agencies that want a CRM connected to delivery, billing and support — not a standalone pipeline.
The bottom line
Most CRMs stop at contacts and deals. ProjEvo keeps the pipeline and connects it to the actual work — proposals, contracts, projects, billing and support — so the client record is the whole relationship, in your brand.
What to look for
Pipeline to payment
Turn a deal into an AI proposal, an e-signed contract and a subscription without leaving the platform.
One view of each client
Projects, invoices, support tickets, hosting and sites all live on the client record.
Branded and client-facing
Clients log into a portal on your domain — a CRM your clients actually touch, not just an internal database.
Why teams choose ProjEvo
One platform, your brand, one bill
No handoff gap
The deal, the contract, the project and the invoices are the same record — nothing is re-keyed between apps.
Revenue you can see
Subscriptions, one-off invoices and care plans roll up against each client and across the agency.
Support is part of the record
Every ticket and chat sits next to that client project and billing history.
One platform, one bill
Replace your CRM, proposal tool, contract tool, invoicing and help desk with one system.
Explore what's included
Billing & money
Branded contracts and proposals, invoices, recurring subscriptions and a client wallet that pays you automatically — Stripe and PayPal built in.
Projects & delivery
Tasks, deliverables, milestones, sprints, approvals, time tracking with a built-in timer, a per-project Brand Kit and switch-on integrations — the whole delivery workflow in one workspace.
White-label client portal
A fully branded login, custom domains and a complete client portal. The optional "Powered by ProjEvo" toggle drives referrals.
Support desk
A full ticket desk with SLAs, live chat backed by custom AI agents, and a knowledge base — all white-labeled inside your client portal.
Frequently asked
- Is ProjEvo a CRM?
- Yes — it manages clients, contacts and deals, and connects them to proposals, contracts, projects, billing and support so the whole relationship lives in one place.
- How is it different from a normal CRM?
- A normal CRM stops when work starts. ProjEvo carries the client through delivery, billing and support, with a branded portal clients log into.
- Can I track deals and proposals?
- Yes — track deals, send AI-drafted proposals, and turn an accepted proposal into an e-signed contract and a subscription.
See it for yourself
Start a free trial and run your whole business on one platform.