Glossary

Agency CRM

A company and people record for clients, not a generic sales-only CRM.

Agency CRM | Companies, People & Pulse →

What it means

An agency CRM is the company and people record for clients, including pulse, intake, and who has portal access. It is not only a sales pipeline. Felagar keeps CRM companies next to projects, files, and Client Vault so account context is not trapped in another tab.

Agency CRM | Companies, People & Pulse · Back to the glossary

Related terms

Sales pipelineStages for inbound and outbound work before it becomes a project.
Client portalA branded space where clients see projects, files, and approvals.
Agency management softwareSoftware that runs delivery, clients, and billing in one agency workspace.

We run the platform. You run the studio.

Create an account, invite your team and clients, and you’re live, with no DevOps side quest. Updates, uptime, and the portal stay on us so you can stay on the work that pays.