Manage Clients, Not Chaos — Agency CRM
Agencies juggle multiple client accounts, project handoffs, and retainer billing. Skode CRM gives your team client portals, project-linked deals, retainer invoicing, and capacity planning in one platform.
Agencies Teams Struggle With
Sound familiar? Skode CRM was built to solve these exact problems.
Managing multiple client accounts across different tools means context-switching kills productivity and details get lost.
Project handoff from sales to delivery is messy — scope, timelines, and client expectations get lost in translation.
Retainer tracking requires spreadsheets, manual invoice creation, and constant reconciliation with actual hours delivered.
Team capacity is invisible — account managers oversell availability while delivery teams are already maxed out.
Client communication history is scattered across email, Slack, and project tools — no single source of truth.
Revenue forecasting is guesswork when retainers, project fees, and one-off work live in different systems.
Built for Agencies
Every feature designed to solve real agencies challenges.
Client Portals
Give each client a dedicated portal view with project status, invoices, communication history, and deliverables. Reduce status update meetings by 70%.
Project-Linked Deals
Link deals directly to projects with scope, timeline, and deliverable tracking. When a deal closes, the project brief auto-generates from deal data.
Retainer Invoicing
Native recurring invoicing for retainers with automatic generation, payment links, credit notes, and AR tracking. No QuickBooks add-on needed.
Team Capacity Views
See team workload across all clients at a glance. Account managers can check capacity before committing to new work, preventing overcommitment.
“We replaced three tools with Skode — our CRM, invoicing, and client reporting all live in one place now. Onboarding new clients takes half the time.”
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Why Skode CRM?
Capabilities no other CRM offers — included in every plan.
Voice AI Input
Speak to create leads, log notes, update deals. 10x faster data entry.
Native Invoicing
Invoices, payment links, credit notes, recurring billing. No add-on needed.
38+ AI Tools
Lead scoring, deal predictions, sentiment analysis, email drafting, and more.
Enterprise Routing
Territory management, skill-based routing, SLA tracking, A/B testing.
Ready to Streamline Your Agency?
Join agencies teams already using Skode CRM to close more deals with less data entry.