CRM for Agencies

Manage client relationships, track pitches, and keep your team aligned — without per-seat pricing eating your margins.

Sound familiar?

Per-seat pricing means your CRM costs more than some of your junior hires.

Your client relationships are scattered across email threads, Slack channels, and someone's memory.

Half your team doesn't use the CRM because it's built for enterprise sales, not agency work.

You're tracking pitches in one tool, retainers in another, and project status in a third.

Every time someone leaves, their client knowledge walks out the door with them.

What Vigdis gives you

Flat, predictable pricing that doesn't punish you for growing your team

Deal pipelines for new business pitches, upsells, and retainer renewals

Contact records that keep the full history of every client relationship

Custom fields for retainer values, contract dates, and whatever else you need

A shared system your whole team will actually use — because it's not painful

Timeline view so you always know what happened last with a client

Agency life is relationship management

You're not selling widgets. You're selling expertise, trust, and the ability to make your clients look good. Every agency relationship is a web of contacts — the marketing director who hired you, the CMO who approves the budget, the junior coordinator who sends the briefs. Lose track of any of them and you're one reorg away from losing the account.

Most CRMs were built for B2B sales teams running a linear pipeline: lead, qualified, proposal, closed-won. Agency work doesn't look like that. You've got pitches for new clients, upsells to existing ones, retainer renewals happening on different timelines, and project-based work that comes and goes. Trying to shove all of that into a sales-focused CRM is like wearing someone else's shoes — technically possible, never comfortable.

The per-seat problem

Here's what kills agencies: per-seat pricing. You've got 15 people on the team. The "good" CRMs charge $50-150 per seat per month. That's $750-2,250/month just so your team can track who they're talking to. For a small agency, that's a real line item. So what happens? You buy three seats for the account directors and everyone else just... doesn't have access. Congratulations, you now have a CRM that only three people use.

Vigdis doesn't work that way. Your whole team should have access to your client relationships. That's kind of the point.

One source of truth for client relationships

When a client calls and your account director is on vacation, can someone else pick up the thread? Do they know what was discussed last week? Do they know about the upsell conversation that's been brewing? If the answer is "they'd have to dig through email," your CRM isn't doing its job.

Vigdis keeps every interaction, note, and deal in one place. The full history of every client relationship, accessible to everyone who needs it. When someone new takes over an account, they don't start from zero — they start with context.

Your pipeline isn't one pipeline

Set up multiple deal pipelines that match how your agency actually operates. One for new business pitches. One for retainer renewals. One for upsells and expansion. Track them separately, see them clearly, and stop pretending that a cold outreach pitch and a retainer renewal are the same kind of deal — because they're not.