AI CRM for Agencies

Clients and projects, kept in order by your AI.

One board from first lead to sent invoice. Use it in the browser, or let Claude and ChatGPT add clients, move projects and update the board itself through the KissMySkills connector, with history and rollback.

Start free Connect to Claude

Lead to Invoiced
Agency template
Client review reminders
Free up to 300 records

Free up to 300 records and 1 user. Unlimited records with All-Access, $9/mo.

BOARD · AGENCY21 ACTIVE CLIENTS

Lead

Bloom BakeryWebsite refresh · inbound

Arc FitnessPaid social

Proposal

Northline StudioProposal sent · moved by Claude

Active project

Harbor DentalSEO retainer · month 3

Vela CoffeeBrand identity

Client review

Kite LabsLanding page v2 · reminder in 2 days

Invoiced

Oak and PineInvoice sent · due in 14 days

FIELDSClientBudgetDue dateOwner

// how your AI helps

Run the agency from your chat.

Ask in Claude or ChatGPT. Your AI adds clients from your notes, moves projects forward and tells you what has stalled.

CLAUDEKMS CONNECTOR

› add the lead from this email, budget 8k, and draft a short proposal outline

Added Bloom Bakery to Lead with an 8k budget. Outline drafted below. Move it to Proposal when you send it?

CHATGPTKMS CONNECTOR

› which client projects have not moved in two weeks?

3 projects: Harbor Dental, Vela Coffee and Kite Labs. Want a follow-up draft for each?

// use cases

What agencies keep in it

01

New business

Leads and proposals in one place, with a reminder when a proposal has gone quiet.

02

Project delivery

Every active project as a record with client, budget, due date and owner.

03

Client approvals

A Client review stage with a reminder timer, so feedback rounds do not stall.

04

Billing status

An Invoiced stage shows what is billed and what is still open. Your AI can list it for you.

// make it yours

Shape it like your studio works.

Start from the agency template or describe your own process. Your AI adds stages, fields like budget and due date, and reminder timers for projects waiting on a client. Every change is saved as a version you can roll back.

Add, rename or remove stages
Add fields that fit your work
Set reminder timers per stage
Start from an industry template
Every change saved as a version
Roll back in one step

HISTORYVERSIONED

Added stage "Client review"by your AI · just now
Set 3-day reminder on Proposalby your AI · yesterday
Applied the agency templateby you · last week

› roll back the last change to the board

// pricing

Start free. Grow when you need to.

FREE

$0

Up to 300 records and 1 user. Browser and AI connector included.

Start free →

ALL-ACCESS

$9/month

Unlimited records, plus 2,500+ AI skills, prompts and agents in your chat.

See All-Access →

TEAM

$29/month

5 seats on the same CRM and the full skills library.

See Team →

// faq

Questions

Is there a template for agencies?

Yes. Pick the agency template in the app, or ask your AI to build stages like Lead, Proposal, Active project, Client review and Invoiced. You can change any of it later.

How does Claude or ChatGPT change the CRM?

Through the KissMySkills MCP connector, the same one that loads your AI skills. Once it is connected, your AI can add and update clients and projects and change stages, fields and reminder timers. Every change is saved as a version you can roll back.

Does it work for freelancers?

Yes. The free plan covers 300 records and 1 user, which fits most freelancers. Team adds 5 seats for $29 a month.

How much does it cost?

Free up to 300 records and 1 user. All-Access is $9 a month for unlimited records plus 2,500+ AI skills, prompts and agents. Team is $29 a month for 5 seats.

What if the AI changes something I did not want?

Every change to the CRM is saved as a version. Open History and roll back, or ask your AI to undo the last change.