The Complete CRM Built for Digital Marketing Agencies
DigencySuite (Digital Agent CRM Pro v3.4.0) covers the full agency lifecycle — leads, clients, projects, proposals, subscriptions, expenses, payroll, and revenue recognition — all from a single WordPress platform with a standalone client portal at /crm/.
- Leads, Clients, Projects & Campaigns in one CRM
- Proposals, Subscriptions & Retainer Billing
- Expenses, Payroll, Leave & Revenue Recognition
- Standalone client portal at /crm/ — 20+ modules
Every Tool Your Agency Needs — In One Platform
From first contact to final invoice — DigencySuite covers the entire agency workflow without any third-party tools.
Leads Management
Full lead pipeline with status tracking, scoring, source attribution, and agent assignment.
Client & Company CRM
Client profiles with relationship mapping, communication history, notes, tags, and custom fields.
Projects & Campaigns
Kanban and list project views, campaign briefs, milestones, deliverables, and KPI dashboards.
Proposals & Subscriptions
Build professional proposals and convert to subscriptions with automated billing cycles.
Expenses & Budgets
Expense tracking with approval workflow, receipt management, budget controls, and multi-currency.
Payroll & Leave
Staff pay periods, salary records, deductions, pay stubs, leave types, balances, and workflows.
Revenue Recognition
Accrual accounting schedules, deferred revenue rules, and automated daily recognition cron.
Communications Hub
Email, SMS, WhatsApp, and live chat integrations. Lead capture widget and overdue invoice automation.
Client Asset Tracking
Track client domains, hosting accounts, SEO campaigns, paid ads, email tools, and software per client.
Manage the Entire Client Lifecycle — Start to Finish
Capture leads, qualify them, convert to clients, run projects, bill via proposals or subscriptions, track expenses, and report on revenue — all without leaving DigencySuite. Every step linked, every record connected.
- Lead capture widget embeds on any page
- One-click convert: lead → client → project → proposal
- Subscription billing with automated invoicing
- SLA tracking and overdue invoice automation
- Revenue recognition with accrual schedules
Give Clients a Branded Self-Serve Portal
The standalone CRM portal at /crm/ gives clients direct access to their projects, proposals, invoices, and reports — without ever touching WordPress. Your team gets role-specific dashboards (CRM Manager, CRM Agent) with payroll, leave, and capacity management built in.
- Standalone portal at /crm/ — zero wp-admin exposure
- Clients review proposals & approve work online
- CRM Manager & CRM Agent role separation
- Team payroll, leave balances & capacity tracking
- Client asset tracking: domains, hosting, tools per client
Scale With Your Agency
Three tiers from boutique agencies to multi-office enterprises. All pricing indicative — join the waitlist to be first to know.
Boutique
Up to 3 users & 10 clients.
- Leads & client management
- Project tracking
- Proposals
- Basic billing
- Email support
- Campaign tracking
- Subscriptions & retainers
- Expenses & payroll
- CRM portal at /crm/
Agency
Unlimited users & clients.
- All Boutique features
- Campaign tracking
- Subscriptions & retainers
- Expenses & payroll
- CRM portal at /crm/
- Companion theme included
- Priority support
- Revenue recognition
- White-label portal
Enterprise
Multi-office & white-label.
- All Agency features
- Revenue recognition
- White-label client portal
- Custom integrations
- Managed hosting
- SLA support
Pricing is indicative and subject to change before launch. Join the waitlist to be notified first.
Ready to Run Your Agency From One Platform?
DigencySuite is in active development. Join the waitlist to get early access, influence the roadmap, and be first to know when we launch.