A sales CRM built for calling
Every lead in one list with its stage, owner and next step. Call from the browser with live transcripts, then move each one along from New to Won.
Now in early access
The agency CRM built for web design agencies.
Find businesses that need a website, call them, send the proposal, get paid and run the project in a client portal under your brand. Then keep them on the care, SEO and social plans you sell after launch.
You're on the list.
Tell us a little about your agency and we'll prioritize invites that fit.
Replaces
lead listsCRMproposal toole-signinvoicingproject boardclient portalcall tracking
→one workspace
Built-in lead generation
Find businesses that need a website.
A lead generation tool made for web designers. Search any business type in any city, and it pulls the listings from Google Maps, checks every website and tells you who's worth calling and why.
- Show only businesses with no website, or just a Facebook or directory page
- Flag dead domains, slow mobile sites, missing HTTPS and no call button
- Find the likely owner and public contact details for each business
- Score every lead: Strong, Possible or Needs review
- Watch a territory and get told when new businesses open
- Send the good ones straight to Outreach, or hand them to a teammate
Features
Everything between “we need a new website” and “see you next month.”
Generic CRMs track deals. Agencies run projects, approvals, launches and monthly care plans. This one is built around how that work actually happens.
Proposals, e-signatures and deposits
Send the proposal, get it e-signed and collect the deposit in one step.
Website redesign · Riverside Dental
M. AlvarezSigned Nov 6
50% deposit paid
A white-label client portal
Clients log in on your domain to approve designs, pay invoices and send files.
Northline Studioportal.northline…
Homepage v3Needs review
Invoice #1042Paid
Logo filesUploaded
Website care plans that bill themselves
Hosting, updates and SEO retainers billed automatically, with failed payments chased for you.
$4,850 /mo recurring
▲ 18% this quarter
Calls and texts, on the record
A business number for your team. Every call and text lands on the client's record automatically.
Can we swap the hero photo for the new team shot?
Done. It's live on the staging link now 👍
Perfect. Approving it in the portal.
Analytics and heatmaps for every client site
Traffic, leads and click heatmaps for every site you build, right next to the client record. Monthly reports stop being a chore.
Works with your AI assistant
Connect Claude, ChatGPT or any MCP-compatible assistant and let it draft proposals, update records and pull reports, with your approval on every change.
you › draft a proposal for Bayou Pediatrics from Tuesday's call
› reading call notes · 3 pages, booking, patient forms
✓ Draft ready: Website redesign · $7,800 · awaiting your review
you ›
Only the parts you need
Turn features on and off for your agency. A solo designer and a 30-person studio get the same core, without the clutter.
Proposals
Client portal
Care plans
Calls & SMS
Site analytics
Social approvals
Your team, your rules
Separate workspaces per agency, permissions per role, and an audit trail on the things that matter. Your client data stays yours.
Owner · full access
Designer · projects
Sales · billing
Sales · pipeline
How it works
One record, from first call to monthly care plan.
Find
Businesses with no website or a weak one
Call
From the browser, recorded and noted
Proposal
Built from the call, sent in a click
Signed + paid
Contract and deposit together
Build
Tasks, files and approvals in the portal
Launch
Analytics connected from day one
Care plan
Recurring billing and monthly reports
01
Built inside an agency
It started as the system a working web design studio runs on every day: real clients, real launches, real invoices. Not a slide deck.
02
Your brand, not ours
Your logo, colors and domain on everything clients see. To them, it's your software.
03
Fewer tools to pay for
Pipeline, proposals, e-sign, payments, projects and a portal in one subscription, instead of a stack you have to glue together.
One workspace for the whole client lifecycle. Built by people who run an agency on it.
How it compares
A GoHighLevel alternative made for web designers.
Most agencies run on a stack built for someone else. Here's where the usual options fit, and where this one is different.
vs GoHighLevel
Built for marketing agencies
Strong at funnels and automations, and sites live inside its own builder. This CRM is built around client websites you build anywhere, plus proposals, approvals and care plans.
vs HoneyBook and Dubsado
Built for solo creatives
Great for contracts and invoices. No lead generation, calling or website tools, and not made for a team selling and supporting dozens of sites.
vs HubSpot and Pipedrive
Built for sales teams
Excellent pipelines, but a client portal, recurring care plan billing and website analytics mean add-ons or other tools.
FAQ
Questions, answered.
Something else on your mind? Join the waitlist and reply to the welcome email. A real person reads every one.
What is the best CRM for a web design agency?
One that covers the whole job, not just the sales pipeline: finding clients, calling them, proposals and e-signatures, deposits, project approvals and the monthly care plan after launch. Most agencies piece that together from a CRM, a proposal tool, an invoicing app and a portal. This CRM is built to do all of it in one place for agencies that sell websites.
Who is it for?
Web design and development agencies, from solo designers to studios of a few dozen people. It fits best if you sell websites and then keep clients on hosting, care, SEO or social media plans.
Is this a GoHighLevel alternative?
Yes, for agencies that sell websites. GoHighLevel is built for marketing agencies and funnels, and sites live inside its own builder. This CRM is built around client websites you build anywhere, plus the sales and client work around them.
Where do the leads come from?
Public business listings on Google Maps, plus each business's own website and other public sources. You choose the business type and area, and every lead is checked and scored before it reaches your list.
Does it work with WordPress, Webflow or custom-coded sites?
Yes. Keep building sites with whatever you use today. The CRM handles the sales, billing and client side, and site analytics connect to any website.
Can I white-label the client portal?
Yes. The client portal uses your logo, colors and your own domain, so clients log in to your portal, not ours.
When does it launch, and how much will it cost?
We're inviting a small first group of agencies in waves so we can set each one up properly. Pricing will be shared with early access agencies before launch, and joining the waitlist doesn't commit you to anything.
Can I bring my existing clients over?
Yes. Early access agencies get hands-on help moving their clients, contacts and projects over.
Do I have to use every feature?
No. Features are switched on per agency, so you only see what you use and can add more as you grow.
Early access
Run your agency from one place.
Get early access. We're inviting web design agencies in small groups and setting each one up personally.
You're on the list.
We'll email you when your spot opens.
Contact
Talk to a person.
Questions about the product, partnerships, press, or interest in this domain. Send a note and it goes straight to our inbox.
Product & early accessWhat it does, who it's for, when you can get in.
Partnerships & pressIntegrations, agency networks, interviews.
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