Build an Agency CRM Using AI in Minutes
Describe your Agency CRM in plain English and create a production-ready build, from design and development to deployment, in minutes. No code needed.
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Go from idea to a running agency CRM, without the heavy lifting
Describe how your agency work runs and get the screens, automations, integrations, and controls generated around it. Nothing bolted on later.
Client & Proposal Management
Capture and organize leads, pitches, proposals, and client records with custom fields, views, and complete history. Describe what your team tracks and the screens are generated to match.
Pitch-to-Retainer Pipeline
Move enquiries through proposals to signed retainers through stages you define, with statuses and handoffs enforced. Describe your process once and the pipeline is generated.
Retainer Utilization Views
Track hours and deliverables against each retainer before scope creep eats the margin. All generated from a plain-language prompt.
New Business Follow-Up Automation
Set up triggers for proposal follow-ups, check-ins, and renewal reminders in plain English. The builder turns them into automations that run without manual work.
Creative Agency Tool Integrations
Link email, project tools, and calendars so records stay current across systems. Tell the builder what talks to what and the connections are configured.
Creative Agency Roles & Permissions
Give owners, managers, and front-line staff exactly the access they need. Describe who sees and edits what, and the roles are configured for you.
Built for the way client teams actually work
Keep every pitch moving
Track enquiries and proposals by stage with next steps attached. A CRM builder for agency that shows exactly which pitches need a nudge.
window.awbMockup = { newBusiness: "Build an agency CRM that tracks enquiries, pitches, and proposals by stage.", clientsProjects: "Build a client hub that keeps projects, notes, and history connected.", followUpsRenewals: "Build a renewal engine that triggers check-ins and contract reminders.", reporting: "Build an agency dashboard that shows win rates and revenue by client." };
One view of every relationship
Keep engagements, notes, and history connected. When you build an agency CRM using AI, anyone on the team can pick up a client conversation.
window.awbMockup = { newBusiness: "Build an agency CRM that tracks enquiries, pitches, and proposals by stage.", clientsProjects: "Build a client hub that keeps projects, notes, and history connected.", followUpsRenewals: "Build a renewal engine that triggers check-ins and contract reminders.", reporting: "Build an agency dashboard that shows win rates and revenue by client." };
Protect the book of business
Automate check-ins and renewal reminders inside the CRM you create.
window.awbMockup = { newBusiness: "Build an agency CRM that tracks enquiries, pitches, and proposals by stage.", clientsProjects: "Build a client hub that keeps projects, notes, and history connected.", followUpsRenewals: "Build a renewal engine that triggers check-ins and contract reminders.", reporting: "Build an agency dashboard that shows win rates and revenue by client." };
Know your pipeline and your winners
Track win rates and revenue by client and service in real time.
window.awbMockup = { newBusiness: "Build an agency CRM that tracks enquiries, pitches, and proposals by stage.", clientsProjects: "Build a client hub that keeps projects, notes, and history connected.", followUpsRenewals: "Build a renewal engine that triggers check-ins and contract reminders.", reporting: "Build an agency dashboard that shows win rates and revenue by client." };
How to Build an Agency CRM With AI in Four Steps
Go from idea to a working CRM without guesswork. Describe your clients, service lines, pipeline stages, and follow-up rules, and the builder turns it into a full system, so it is working in minutes, not months.
Type out your clients, service lines, pipeline stages, and follow-up rules in a sentence or two. That prompt is the whole setup.
Seconds later there is a real CRM on screen, with the leads, proposals, clients, and projects you asked for already in place.
Open the first version and start directing. Move stages around, add the fields agency teams rely on, and hide what you do not use.
Open it up to the team, wire in your tools, and start running the day in it. It scales as your client roster does.
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Build Your Own
Start with any idea and build exactly what you need with AI no templates or limits.
Why Choose Emergent for Building Your Agency CRM?
Build an agency CRM around your unique workflows, with the flexibility to customize, scale, and adapt as your business grows.
| Other Tools |  | |
|---|---|---|
| Built for | Demos and MVPs | Products you keep growing |
| What you get | Front-end shell only | Full stack, wired end to end |
| Backend and database | Set it up yourself | Built and connected for you |
| Customization | Surface-level styling | Deep workflow control |
| Integrations and APIs | Manual glue work | Connected from a prompt |
| Code ownership | Locked to the platform | Clean code you can export |
| Time to launch | Weeks of patching and setup | Live the same day |
Pick the Pricing Plan That Works for You
Choose the plan that fits your building ambitions. From weekend projects to enterprise applications, we've got you covered.
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Find the Right CRM for
Your Business
Frequently Asked Questions
Your Questions, Answered
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