A CRM that keeps
client records up to date
All your client data, automatically synced
DSP CRM brings billing, projects, and support together. Every interaction updates automatically, saving you from complex integrations or tracking scripts.
All client discussions, unified in one place
Stop hunting through scattered email chains and disconnected apps. Bring tickets, project updates, and internal notes directly into the client record for complete visibility.
Users love how DSP CRM simplifies everything. From orders to invoicing to support, saving both time and headaches
Every client touchpoint, logged automatically
From initial inquiry to final project delivery, all client activities update on their own. Eliminate manual entry and keep your team aligned effortlessly.
What Agencies
Say About DSPCRM
Stable and secure platform, trusted by agency teams of 2 to 200.
Honestly, I don’t know how we managed clients before using DSP CRM.
Charlotte Henry
Frequently asked questions
What is an agency CRM, and how is it different from a regular CRM?
An agency CRM is built around how service businesses work. Instead of only tracking leads, it keeps payments, projects, and support conversations on one client record, so you see the whole relationship in one place.
Do I need to enter client data manually?
No. Billing, projects, and support all live inside the platform, so every payment, ticket, and project update is added to the client record automatically. There is no syncing and no tracking scripts to install.
Can I customize my sales pipeline stages?
Yes. You can create the stages your agency actually sells through, such as Lead, Discovery, Qualified, Won, and Churned. You can drag clients between stages yourself or let automations move them.
What are stage automations?
Automations run when a client enters or leaves a stage. They can send emails, add internal notes, apply tags, or draft follow-ups with AI. Clients can also move forward on their own when they pay, subscribe, or finish onboarding.
Can I add my own fields to client profiles?
Yes. Custom fields let you add details like industry, deal value, lead source, or account manager, so you can qualify clients the way your agency needs.
Ready to give it a try?
You're in good company. Agencies like yours sell, deliver and bill their services with DSPCRM.
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