CRM for Agencies
The CRM for Agencies with Multiple Pipelines
Multiple pipelines by default. Flat-rate for every account manager, junior strategist, and contractor on your roster. Automation logic that scales as you add clients, not as you add seats.
The challenge
Why most CRMs fail agencies
Agencies have a CRM problem most CRMs were not built to solve. You are running a new-business motion, a renewal motion, an expansion motion, and probably a separate motion for each major client engagement. Every account manager owns multiple pipelines simultaneously. Junior strategists need read access to everything but should not be touching the revenue forecast. Contractors come and go on month-long engagements. CRMs priced per-seat punish you for this shape. CRMs without real multi-pipeline support force you to mash unrelated motions into one board or build duplicate records that go out of sync.
Why Conduyt
Why agencies choose Conduyt
Four reasons teams like yours make the switch.
Unlimited account managers, flat rate
Every member of your agency gets full CRM access. No "view-only" tier, no per-seat upcharge, no awkward conversations about whether a new hire is worth a license. Junior strategists, contractors, and partners all included.
Multi-pipeline as a first-class concept
New business, renewals, expansions, and per-engagement pipelines all coexist. Each has its own stages, automations, and forecast logic. One contact can live across pipelines without duplication; one deal can move between pipelines if the engagement evolves.
Automation that scales with client count
When you sign a new client, the right intake automation fires: account record created, account manager assigned per round-robin or pod, welcome sequence triggered, kickoff meeting booked, onboarding tasks created. No copy-paste, no missed handoffs.
Native MCP server for AI work
Agencies increasingly deliver AI-assisted work to clients. Conduyt's 136 MCP tools let your AI agents read and write CRM data the same way your humans do, with action budgets so a runaway prompt does not torch your client's contact list.
Use cases
Common use cases for agencies
How teams like yours actually use Conduyt day-to-day.
- Multi-client onboarding orchestration: new client signs, pipelines, accounts, AMs, calendars, and welcome sequences spin up automatically
- Renewal motion separated from new-business with dedicated pipeline, stages, and 90/60/30-day automated reminders
- Expansion-revenue tracking: second service line opens a new deal in the Expansion pipeline tagged to the existing account
- Referral pipeline: track which clients refer business, auto-create thank-you tasks, and follow up three months later
- Internal AI on client data: use Conduyt's MCP server to let agents prep account-strategy briefs and surface at-risk accounts
Recommended plan
Which plan fits agencies?
Our recommendation based on how agencies typically use Conduyt.
Professional
$499/mo
Most agencies start on Professional, which adds calendar sync, advanced automations, and priority support. Both plans include unlimited users, unlimited contacts, unlimited pipelines, and the full API/MCP surface. 20-day free trial, no credit card.
- Everything in Starter (unlimited users, contacts, pipelines)
- Priority support
- Dedicated onboarding
- Advanced automations
- Full API access
- Custom branding
- Dedicated success manager
“We were paying $3,200/month for HubSpot across our team. Conduyt gives us multi-pipeline management and better automation for $499. The savings funded two months of a junior account manager.”
The math
How Conduyt compares
Real numbers, real savings.
GoHighLevel is the white-label specialist; if you are reselling a branded portal to clients, GHL is purpose-built for that. Conduyt does not white-label. HubSpot is the agency standard for inbound-heavy shops, but per-seat pricing compounds fast at agency scale. Pipedrive is the lean choice for new-business-only pipelines, but you outgrow its automation depth quickly. Where Conduyt sits: agencies that have outgrown Pipedrive's depth, do not need GoHighLevel's white-label, and are tired of HubSpot's seat-tax bill.
Frequently asked questions
Your team uses AI? See how AI agents drive Conduyt →
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