The CRM for agencies that runs pitches, projects and billing
Agencies juggle new-business pitches, active client projects and a steady stream of invoices — usually across three or four tools. Frostwood CRM brings the pipeline, proposals, projects, time tracking, invoicing and a client portal together, so your team spends less time on admin and more on the work clients pay for.
- Pipeline and proposals for new business
- Projects, tasks and time logs
- Invoicing and a client portal for approvals
Free to use · Every feature included · No credit card required · See all features
Sound familiar?
Pitches scattered across inboxes
Leads come from referrals, website forms and social media, and follow-up depends on someone’s memory.
Approvals that drag on
Estimates and proposals bounce around email threads before anyone says yes.
Time that never gets billed
Hours spent on client work never make it anywhere near an invoice.
Chasing payment
Finance chases invoices while account managers do not know which clients are overdue.
How agencies run on Frostwood CRM
Win the work
Track every opportunity on a pipeline, send proposals clients accept online and turn accepted estimates into invoices.
Deliver it
Set up a project for each engagement, assign prioritized tasks with due dates and log time against them.
Bill for it
Invoice in any currency, share invoices by email or WhatsApp, and record card and bank payments against them.
Keep clients close
Clients see their invoices, approvals and projects in the portal and raise tickets instead of emailing.
Client portal software for agencies
Agency clients want to see progress, approve work and find their invoices without waiting on an email. The Frostwood client portal gives each client a secure login where they can accept estimates and proposals, sign contracts, follow their projects and raise tickets — and every action lands on the right record in your CRM.
Business management software for agencies
As the agency grows, the same workspace takes on accounting, purchasing and HR and payroll, with role-based permissions so account managers, producers and finance each see what they need.
Frequently asked questions
Can clients approve work online?
Yes. Clients accept or decline estimates and proposals and sign contracts in your client portal, and every decision is recorded on the document.
Does Frostwood track billable time?
Team members log hours against project tasks, so you can compare time spent with the project budget and bill accordingly.
Can I bill international clients?
Yes. Each invoice can be issued in its own currency with its own exchange rate.
Use Frostwood CRM free
Every feature is free for your business, with no credit card required. Set up your workspace in minutes, or let us walk you through it on a live demo.