CRM for Agencies That Sell and Deliver
KudosCRM carries a client from quote to order to delivery project without anyone retyping the scope. You see what each project was sold for, what has been invoiced, and which ones are slipping, all on the client’s record.
14-day free trial of Professional, no credit card required.
Quote Q-1042
AcceptedHarbor & Pine Coffee · $36,000
Version 3 · 6 line items from the catalog
Order #2031
UninvoicedConverted from Q-1042
Line items carried over · in the billing queue
Project
Health: amberQ4 Brand Refresh
Owner: Maya Chen · 3 members · 38% complete
Illustrative client. Same record from quote to project.
What Is a CRM for Agencies?
A CRM for agencies keeps the pitch, the quote, the signed scope and the delivery work on one client record, so nobody re-enters what was sold. In KudosCRM the accepted quote becomes an order, the won deal becomes a project, and the whole story stays on the client’s page.
Quote
priced from your catalog
Order
converted, not retyped
Project
owned and health-rated
Invoice
tracked against budget
How Does an Agency Run a Client Engagement in KudosCRM?
In five handoffs, each one reading from the step before. Nothing about the scope is typed twice.
Price the scope
Build the quote from your products, with the client’s price book applied automatically.
Quotes · Price books
Send and version it
Track status through Accepted. When terms change, issue a new version so the history stays.
Quotes
Turn it into an order
The accepted quote converts into an order and lands in your fulfilment queue.
Orders
Deliver the project
Open the project with members, tasks and files. Drag it between statuses as work moves.
Projects · Workload
Bill against the budget
Uninvoiced orders form your billing queue, and delivery reports compare budget with invoiced.
Orders · Delivery reports
Why Do Agency Handoffs Break between Sales and Delivery?
Because the pitch lives in one tool and the project in another. The account lead knows what was promised, the delivery team starts from a blank brief, and the client repeats themselves.
The Problem
Scope Gets Lost in the Handoff
How KudosCRM Handles It
One Record from Pitch to Project
Projects
/ops/projectsIllustrativeKickoff
Q4 Brand Refresh
Harbor & Pine · Maya
Spring Campaign
Juniper Yoga · Tom
In progress
Website Rebuild
Cobalt Health · Priya
Social Retainer · Oct
Fairview Dental · Sam
Review
Product Launch Kit
Atlas Outdoor · Maya
Workload
See Which Client Projects Are Slipping Before the Client Does
Every project carries a status, an owner, a progress read and a red, amber or green health badge. Scan the board for colour first, then check Workload before you promise the next client a start date.
Health you can read in a glance
Red and amber badges tell you which projects need attention before you open one.
The full working file
Tasks, files, members, notes and a timeline of what changed, on every project.
Workload before you overbook
Due-today and overdue counts sit next to each person, so you rebalance before a deadline slips.
One morning queue
Command Center pulls slipping projects, stalled deals and overdue tasks into a single at-risk list.
Know What Each Project Was Sold for and What You Have Billed
Delivery reports put budget next to invoiced for every project, so an engagement drifting past its scope shows up while you can still talk about it.
Uninvoiced orders
Your billing queue: sold work that has not been invoiced yet.
Unshipped orders
Your fulfilment queue: sold work that has not been delivered yet.
Cycle time
How long projects take from start to done, over any date range.
On-time rate
The share of projects completed by their due date, month by month.
Delivery reports · Budget vs invoiced
IllustrativeWebsite Rebuild
Cobalt Health
Q4 Brand Refresh
Harbor & Pine
Social Retainer · Oct
Fairview Dental
Product Launch Kit
Atlas Outdoor
Run Every Client Kickoff the Same Way
Task templates turn your onboarding into a reusable task type. One pick fills in the custom fields, spawns the default subtasks and merges in the client’s details, so the fifth kickoff looks like the first.
Client Kickoff
Task templateApplies to: Harbor & Pine Coffee · Owner: Maya Chen
Illustrative template. Subtasks and fields are yours to define.
Pricing
What Does KudosCRM Cost for an Agency?
Per seat, published, with a 14-day Professional trial and no card. Most agencies start on Professional for unlimited pipelines, 25,000 automation runs and 8-hour priority support.
Free
Trying it solo
$0 forever
Up to 3 seats, no card
- 3 seats and 1,000 contacts
- 1 pipeline, 10 custom fields
- 50 Kudos AI messages a month
- Community support
Basic
Small agencies
$9 /seat/mo
Billed yearly · $12 monthly
- Up to 25 seats, 25,000 records
- 3 pipelines, 50 custom fields
- 1,000 automation runs a month
- Email support in 24–48 hours
Professional
Growing agencies
$24 /seat/mo
Billed yearly · $29 monthly
- Unlimited seats and pipelines
- 250,000 records, unlimited custom fields
- 25,000 automation runs, 2,000 AI messages per seat
- Priority support within 8 hours
Enterprise
Larger teams and governance
$49 /seat/mo
Billed yearly · $59 monthly
- Unlimited records
- 250,000+ automation runs
- Highest AI allowance, bring your own key
- Dedicated success manager and SLA
Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.
Agency CRM for Every Kind of Agency
A brand studio and a dev shop sell different things, but the job is the same: win the scope, deliver it on time, and keep the client.
Integrations
Works with the Tools Your Agency Already Uses
Connect Gmail or Outlook so client email files itself on the account, Zoom and Google Calendar for kickoff and review calls, and Slack for project alerts.
See All Integrations
FAQ
Frequently Asked Questions
Start free today
Run Your Next Retainer from One Record
Import your clients, and Command Center fills in from the deals, projects and tasks you already have.