Agglo

Personal CRM Software

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This extensive platform consolidates essential tools for professional service firms into a single, streamlined system, enabling efficient management of client relationships, project workflows, billing, and communication without the need for multiple separate applications. Its main features include a customer relationship management (CRM) and lead pipeline, project and task tracker, quote and invoice builder, integrated payment processing, customizable client portals, and automation with artificial intelligence to improve productivity and client engagement. It addresses common operational challenges such as disorganized data, inefficient manual tasks, fragmented communication, and payment delays, making it ideal for consulting firms, legal practices, marketing agencies, and other professional service providers seeking to optimize their client lifecycle management and operational workflows.

Agglo can be found in Personal CRM Software categories.

The most similar products to Agglo are:

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Agglo Main Features

• Payments
  Accept different types of payments like cards, bank transfers, and QR codes, with money going directly to you.
• Client Portal
  Give your clients a branded website where they can see project updates, download files, review quotes, and track progress.
• Simple Pricing
  There is a clear monthly fee for access, and setup costs are separate for configuration and onboarding.
• Automation & AI
  Automated alerts and reminders help you stay on top of leads, quotes, milestones, and follow-ups without extra work.
• Single Platform
  You can manage leads, projects, quotes, invoices, and client communication all in one place.
• Quotes & Invoices
  Make detailed quotes, turn them into invoices easily, export PDFs, and follow payments all in one system.
• CRM & Lead Pipeline
  You can collect leads from your website, move them through stages, add notes, and plan follow-ups all in one place.
• Project & Task Tracker
  Create and manage projects, assign tasks, set deadlines, and check progress without using extra tools.
• Designed for Professionals
  It is made for professional service firms, helping them stop using many different tools.
• Full Client Lifecycle Modules
  Six main parts help you manage everything from first contact to billing, and you can turn on only what you need.

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