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Kordic CRM for agencies

The agency CRM that follows every deal to the paid invoice.

Track leads, send quotes, invoice clients and see who has paid, without switching tools. From $4.99 per user. 3 months free, no credit card.

See how it works

Free data migration · iOS and Android apps · Export your data anytime

The problem

Sound familiar?

Leads sit in five inboxes.Enquiries come in by email, forms and DMs. Nobody owns the follow-up.
The quote gets typed twice.Once as a proposal, again as an invoice in another tool.
Unpaid invoices surface at month end.Payment status lives in a spreadsheet the sales team never opens.

Features

How Kordic CRM runs your agency's sales

A pipeline for each service line

Run separate pipelines for retainers, projects and one-off work. Add custom fields for budget, scope or channel.

Gmail and Outlook on the lead

Email threads attach to the right lead, so anyone on the team can pick up the conversation.

Quote to invoice without retyping

Turn a won deal into a quote, then into an invoice. Set your own tax rate.

See who has paid

Track payment status per invoice and per client, next to the deal.

AI that cuts prep time

AI briefings summarise a lead's history before a call. AI lead scoring shows where to spend your time.

Run it from Claude

Connect Kordic CRM to Claude and update deals in plain language.

Pricing

Simple pricing. 3 months free on every plan.

🔒 Launch price locked
Starter
$4.99 /user/month

A team of 5 is $24.95.

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🔒 Launch price locked
Growth
$39.99 /month

10 users

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🔒 Launch price locked
Business
$99.99 /month

25 users

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Every plan starts with 3 months free. Sign up during the launch period and your price stays the same for as long as your subscription stays active.

FAQ

Questions agencies ask

Can you move our data from HubSpot, Pipedrive or a spreadsheet?
Yes. We migrate your leads for free, or you can import a CSV file yourself.
Does it handle retainers and one-off projects?
Yes. Use a separate pipeline for each, with custom fields for the details you track.
Do we still need an invoicing tool?
Kordic CRM creates quotes and invoices and tracks whether they are paid. If your accountant uses separate software for the books, export your invoices or connect through our Open API.
Is there a mobile app?
Yes. iOS and Android, with the same features as the web app.
What happens after 3 months?
Pick a plan or the workspace pauses. No card to start, no contract, no cancellation fee.

Put your agency's deals, invoices and payments in one place.

3 months free. No credit card.

Start free for 3 months