SupaBook is a CRM built for agencies managing multiple clients, project pipelines, proposals, contracts, and invoicing, with AI call answering handling inbound calls when the team is heads-down in client work.
A drag-and-drop kanban pipeline tracks every client project independently, so one agency board can hold ten different client relationships at ten different stages without them blurring together.
Pitch new business with a proposal that shows package tiers, get it signed, and invoice on a one-time or recurring retainer basis, all attached to the same client record the account team already works from.
New business inquiries do not wait for someone to be off a client call. SupaBook's AI answers every inbound call, captures what the prospect needs, and creates a lead automatically, so pitch opportunities do not go stale waiting on a callback.
It manages multiple clients, tracks project pipelines, and handles proposals, contracts, invoicing, and AI call answering in one platform.
Yes. Every client and project is tracked independently with its own pipeline stage and activity history.
Yes. Proposals, contracts, and invoicing are linked to the client record.
Yes. Multiple team members can share client and project visibility.
The AI receptionist answers, captures the inquiry, and creates a lead automatically.
Related: CRM for consultants, Proposal software, Invoice software, AI answering service, Pricing.
Canonical page: CRM for Agencies | Client & Project Management canonical page