CRM for Agencies

CRM + Project Managementfor Growing Agencies.

Track new business, manage proposals, and deliver client projects—all in one platform. AI finds your next clients while you focus on the work.

Trusted by 200+ agencies worldwide

Agencies Need More Than a CRM

Running an agency means juggling new business development and client delivery simultaneously. Most CRMs only handle the sales side. Project tools only handle delivery. You end up with disconnected systems and lost context.

Chronic Digital bridges the gap. Track leads through your sales pipeline, manage proposals, then seamlessly transition to project management when deals close. AI prospecting finds new clients while you focus on delivering great work.

It's the complete client lifecycle: from first touch through proposal, onboarding, delivery, and retainer renewal—in one integrated platform.

Agency Challenges We Solve

The Problem

Business development falls behind when you're busy with client work

Our Solution

AI prospecting runs continuously, surfacing ideal clients matching your niche even when you're heads-down on projects

The Problem

Proposals get lost in email, followups slip through cracks

Our Solution

Proposal pipeline with stage tracking, send notifications, and automated followup reminders

The Problem

Context lost when handing off from sales to delivery team

Our Solution

Complete relationship history transfers with the deal—every email, note, and promise documented

The Problem

No visibility into business health across sales and delivery

Our Solution

Unified dashboards show pipeline, active projects, retainer renewals, and team utilization

Features Agencies Actually Use

From prospecting to project delivery

AI Client Prospecting

Find companies matching your ideal client profile. Target by industry, size, growth stage, and signals indicating they need agency help.

ICP matchingGrowth signalsIndustry targeting

Proposal Management

Track proposals from draft to signed. See when clients open proposals, set followup reminders, and close deals faster.

Stage trackingOpen notificationsFollowup automation

Project Tracking

Convert won deals to projects. Track deliverables, milestones, and client communication in the same platform.

Deliverable trackingClient portalMilestone management

Retainer Management

Track monthly retainers with renewal dates. See MRR, forecast renewals, and identify expansion opportunities.

MRR trackingRenewal alertsExpansion signals

Your Agency Workflow

1

Find Ideal Clients

AI prospecting discovers companies matching your target profile—right size, right industry, showing signs they need your services.

2

Nurture and Propose

Engage leads with AI-assisted outreach. Track conversations and send proposals at the right moment.

3

Close and Onboard

Convert won deals to projects. All context transfers automatically—no lost information in the handoff.

4

Deliver and Grow

Track project progress, manage deliverables, and identify opportunities to expand client relationships.

Results Agencies See

2x

More proposals sent

35%

Higher close rates

50%

Faster client onboarding

Customer Success Story

Case Study

Spark Digital Agency

Digital Marketing

3 tools → 1

Simplified stack

We were using three different tools for sales, proposals, and projects. Chronic Digital unified everything. Now when we win a deal, all the context flows to our delivery team. Client satisfaction improved because nothing gets lost in translation.

Jessica Moore, Agency Owner

Frequently Asked Questions

Grow Your Agency with Less Chaos

AI prospecting, sales pipeline, and project management in one platform built for agencies.