One CRM. Every client. Clean separation.

Manage client work, retainers, leads, and invoicing in one workspace — with per-client AI policies and white-label-ready branding.

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Sound familiar?

What agencies usually struggle with

Client work spread across spreadsheets, Notion, and ad-hoc CRMs
Retainer hours and project margin are invisible
Clients ask for portal access but you can't cleanly grant it

How AutomatticCRM fixes it

For agencies running 5–500 clients in parallel. AutomatticCRM has multi-organization support so each client lives in a clean workspace, with role-based access for your team and theirs.

Multi-organization workspace

One AutomatticCRM login, every client in their own clean tenant.

Built-in invoicing and retainers

Bill clients directly from deals. Retainer hours track against tickets and projects.

White-label-ready customer portal

Give clients their own branded portal at your subdomain.

Built on these features

Start free — bring your first client in today.

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