Run your agency's client lifecycle in one pipeline. Built with Taskade Genesis, this generator creates a CRM that tracks every relationship from pitch to retainer, with renewal dates and upsell opportunities built into the record.
What Is an Agency Client CRM?
An agency client CRM follows the shape of professional-services work: new business pitches, signed retainers, scoped projects, renewals, and expansion. Each client record carries the deal history, the active engagement, and the date the next renewal conversation should start.
Why Use an AI Agency CRM Builder?
- Full Lifecycle: Pitch, retainer, renewal, and upsell stages in one board
- Renewal Radar: Renewal dates surface before contracts lapse, not after
- Team Visibility: Account leads and producers see the same pipeline
- Upsell Tracking: Expansion opportunities logged next to current scope
- Automated Handoffs: Automations move won pitches into delivery
How To Use This AI Agency Client CRM Builder:
- Describe your service lines, retainer structure, and pitch process in Taskade Genesis
- Review the generated pipeline from pitch to renewal
- Customize stages for your new-business motion
- Connect delivery workspaces so won deals flow into production
Pair it with the Agency Workflow generators for delivery, and give every client a window into the work with the Client Portal generators.